08 August 2022Multi-period performance attribution paper re-published
This re-published multi-period performance attribution paper describes a framework for an allocation effect taking active weight drift into account.
06 April 2022SFDR regulation: how to address the ‘explanation’-requirement
Bas Leerink, Team lead Global Implementations PEARL, shares his view on the challenges asset managers face in meeting the SFDR requirements.
29 September 2020More on our 3 step approach in configuring attributions
Download leaflet on 3-step approach configuring attribution. Bas Leerink comments on positive reactions on 3-step approach publication.
21 March 2019Building a Performance Book of Records
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.
18 December 2018How to be creative with look-through relations?
One of the main challenges within the field of performance measurement is to provide analyses that are recognizable and understandable for the target audience.
24 September 2018The three steps in configuring attributions
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.