Performance reporting is an essential component in the investment decision process for institutional investors, enabling data-driven evaluation of managers and strategies against prevailing market conditions.
For many asset owners, performance measurement and attribution is inherently complex. It is shaped by multi-layered decision frameworks, long-term investment horizons, diversified portfolios managed across internal teams and external managers, and the inclusion of overlay programs and investment restrictions.
Against this backdrop, Dominic Gonsalves and Erik Mom from our Investment Performance team, discuss how asset owners can develop an effective reporting framework that enables them to translate complex data into actionable insights, support manager evaluation, highlight key performance drivers, and ultimately improve decision-making across the investment process.
In this webinar recording, learn:
- Why performance reporting is important and what makes it useful for different stakeholders
- How competing objectives, such as client needs, regulatory requirements and technology integration, can create challenges in the workflow process
- How self-service reporting tools (such as APIs and exports), supported by flexible and robust processes, enable data transformation and reporting in user platforms
Fill out the form to watch the webinar.
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Contact
Elske van de Burgt
Managing Director Investment Performance
Sam Radford
Senior ConsultantRelated Insights
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