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Performance measurement & risk

Survey questionnaire
Rate your providers on up to 8 service elements
All responses will be treated in the strictest confidence

Monthly performance calculation

Calculating a portfolio's investment performance on a monthly basis.


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Daily performance calculation

Calculating a portfolio's investment performance on a daily basis.


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GIPS-compliant reporting

Reporting performance in accordance with principles set out in the Global Investment Performance Standards (GIPSĘ) Handbook.


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Time-weighted return calculation

Performance calculation carried out on a time-weighted basis - ie. taking into account the timing of cash movements.


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Reporting against market benchmark

Reporting investment performance against a specified market index or other benchmark.


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Reporting against custom benchmark

Reporting investment performance against a pre-determined custom benchmark.


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Value-at-risk reporting

Measuring and reporting the level of financial risk within a portfolio over a set period.


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Fund management ratio reporting

Calculation and reporting of key ratios used in fund management (Sharpe, Traynor etc.).


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