A comprehensive performance measurement and attribution solution to provide greater transparency to the stakeholders
It can be argued that wealth management exists to make its clients richer, and is believed to be one of the main reasons for choosing an investment manager. But how are you going to measure how much richer you have made your clients? And how much was down to the value that you have added, and not just the general market movement?
As a performance analyst, you need to provide analysis and reporting to multiple stakeholders. Contemi Wealth Intelligence’s Performance Measurement solution allows you to calculate the performance of individual holdings, accounts, clients and reporting groups. It allows you to compare these against benchmarks and facilitates deeper contribution and attribution analysis. It is a comprehensive tool, which empowers you to operate efficiently and make the best possible investment decisions.
Provide all, or just some, of your clients the ability to track how their investments are performing relative to the market or benchmark
Maintain a better understanding of how you are servicing your customers, and how much is down to your actions, or those of the market
Develop effective business strategies - measure and report performance against objectives
Retain existing business and win new customers
Drive efficiency, grow revenue and improve margins
Automation enables you to provide this additional service at little or no additional resources
GIPS compliant Time Weighted Rate of Return (TWRR) or Modified Dietz performance calculation methodologies
Performance can be calculated by holdings and/or consolidated over an account, client or reporting group
And compared against that of one or more benchmarks, or composite benchmarks
Performance contribution provides a better understanding of how the performance was achieved
And attribution (BHB model) allows you to identify the effects of your asset allocation and stock picking choices