HISTORICAL TRACK RECORD CALCULATION & MAINTENANCE
PROPERLY CONVEY YOUR INVESTMENT STRATEGY TO CLIENTS & PROSPECTS WITH INSTITUTIONAL CALIBER REPORTING
Our performance measurement analysts and statistical reporting experts will compile your results data into meaningful, marketable performance presentations to assist with sales and marketing efforts and help build firm assets under management.
HISTORICAL TRACK RECORD COMPILATION
CUSTOM BUILT REPORTS
SAMPLE REPORT TEMPLATES
SYSTEM EVALUATION & SELECTION
Rely upon our extensive knowledge of performance, attribution, GIPS, risk and analytic software packages to help your firm make confident technology decisions; whether you’re implementing a new system, migrating from disparate platforms or fine tuning an existing application we will help you make the transition seamless to your customers.
Our global operations experts have hands-on experience working in performance measurement groups so we “get it.” We analyze your operations environment, make recommendations and execute a plan to make substantial improvements in your firm’s ability to calculate and report investment results.