Bas Leerink

This re-published multi-period performance attribution paper describes a framework for an allocation effect taking active weight drift into account.

Bas Leerink, Team lead Global Implementations PEARL, shares his view on the challenges asset managers face in meeting the SFDR requirements.

Download leaflet on 3-step approach configuring attribution. Bas Leerink comments on positive reactions on 3-step approach publication.

Access to data is becoming ever more important. Yet there are still questions about which data should be stored, and discussions about how to choose the right data for specific analyses can be difficult. Our Investment Performance Solution can provide a helping hand.

One of the main challenges within the field of performance measurement is to provide analyses that are recognizable and understandable for the target audience.

Attribution analysis is commonly used to provide insights into the performance impact of the investment decisions that are made within an investment portfolio over a period of time. Different attribution techniques are mainstream for different types of portfolios, like Brinson style or factor attribution for equity portfolios or fixed income attribution for fixed income portfolios.