Bas Leerink has put together a 25 pager on Ortec Finance’s Performance Attribution methodology. It describes the specific steps on Configuration, Reporting and Workflow support.
After publication on a new client its go live, questions were asked on - and interest was raised in - Ortec Finance its 3-step approach on configuring attributions. On this approach a short leaflet is available. Bas Leerink: “We are glad to see that people are interested to learn about how we deal with setting up insightful attributions.”
Additional 25 page presentation available
As of now, a full 25 page presentation with sections on Configuration, Reporting and Workflow support, is available and can be downloaded below.