Showcase investment performance across multiple clients and demonstrating measurable impact and added value
Measure and analyze fund strategies, conduct look-through analysis of pooled assets to show underlying exposures, and isolate the impact of currency movements, price changes, fees, taxes, and transaction costs using top-down and bottom-up performance measurement and attribution.
Explain the added value of your investment decisions to your clients using decision-based attribution.
PEARL helps institutional asset managers, outsourced CIOs and fiduciary managers gain deeper investment insights through a comprehensive suite of attribution models, enabling them to demonstrate the value of active management relative to their mandates, track strategies over time and facilitate GIPS compliance across multiple asset classes.
How does PEARL support asset managers?
PEARL enables institutional asset managers and fiduciary managers to monitor their portfolio managers across all asset classes and quantify the value added of each investment decision within client mandates from a single, centralized platform with PEARL’s comprehensive analytics, automated workflow and extensive reporting.
It offers an extensive range of advanced and proprietary attribution models enabling asset managers to:
Analyse security selection and sector/strategy bets
Run independent equity, fixed income, and factor attribution models
Manage GIPS Composites
Measure and evaluate investment performance on a risk-adjusted basis, accounting for both liquid and illiquid assets
Optimizing Brightwell’s workflows and performance insights with PEARL under its new operational framework
Learn how PEARL supported Brightwell, a comprehensive service provider to UK defined benefit (DB) pension schemes, in establishing investment performance and reporting as one of its core offerings, harnessing the software’s ability to account for differences in fund hierarchies and benchmark structures to accurately reflect each scheme’s strategy and overlays as well as different stakeholder reporting needs.
Read here
Related performance measurement and attribution insights
- Webinar recording: Using traditional attribution methods to analyze ESG performance
- A Decision-based Approach to Risk-Adjusted Performance Attribution | Ortec Finance
- How to be creative with look-through relations?
Performance measurement & attribution
Contact
Elske van de Burgt
Managing Director Investment Performance
Stefano SJ Lee
Managing Director - Asia Pacific