Measuring and analyzing investment decisions plays an important role in enabling investors to understand how each decision contributed to the fund’s total return.
Our unique decision-based attribution model helps investors to overcome these challenges. It is a top-down approach and an alternative to the widely-used Brinson model.
This enables total fund attribution for multi-asset portfolios across all decision layers, including tactical and operational deviations from strategy, exclusion policies, implementation drift, and manager or stock selection.
In this webinar, Elske van de Burgt, Managing Director Investment Performance, explains decision-based attribution in further detail, covering:
- Its role in identifying the sources of active return
- How/why this approach will differ between asset classes
- A practical case-example demonstrating the insights that can be generate under this top-down approach and how they can be combined with bottom-up analyses
Fill out the form to watch the webinar.
Performance measurement and attribution PEARL's decision-based attribution
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Contact
Elske van de Burgt
Managing Director Investment PerformanceRelated Insights
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