Equity Attribution nexaArtboard 9 copy 15

5 MAY 2015
 
 

HOW VISUAL & INTERACTIVE EQUITY ATTRIBUTION CAN ADD VALUE

Equity attribution quantifies the relationship between a portfolio’s excess return and the active decisions of the portfolio manager. It is an important measure to provide feedback to portfolio managers, senior management and in turn clients, on why the portfolio either outperformed or underperformed the benchmark.

Managers can use StatPro Revolution’s equity attribution to assess how well their investment strategy is performing, whilst investors can use it to assess both the extent to which a fund manager is following his or her investment strategy and, critically, whether past performance is likely to be repeatable in future.

Even with the asset management industry witnessing a strong return to growth, active fund managers have seen their share of AUM decrease. Read StatPro’s latest white paper to learn how attribution can help you differentiate, justify and diversify your offering while also bringing retail-style innovation to institutional clients.