Performance Calculations - iPad

Calculating Performance and Questions to Ask Potential Providers

There are multiple ways to calculate performance. Which method is right for your firm and what questions should you ask when evaluating performance solutions?

 ask the right questions

What return methodologies do you offer? How accurate are your calculations? How is data managed? These are just a few examples of questions to ask when evaluating performance solutions to ensure your firm can focus on value-add activities instead of performance woes. 

Download your free eGuide to learn:

  • Why transaction-based performance calculations offer more accurate returns
  • Important questions you should ask vendors about potential performance solutions
  • StatPro's approach to calculating performance and managing data