🔧 Tools in Performance Attribution

FactSet Performance Measurement & Attribution

Prioritize meaningful analysis, data-driven decisions, and elevated client satisfaction.

A comprehensive solution for performance measurement, attribution, and risk analysis for asset managers and owners.

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MSCI Performance Attribution

Align strategy with performance.

Provides performance attribution solutions to link investment strategy to outcomes and connect portfolio construction with realized performance.

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Ortec Finance PEARL

Master the complexity of investment decision making.

A leading single-platform solution for Performance Measurement, Attribution, Ex-Post Risk, and GIPS composites.

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SS&C Sylvan

Unmatched investment performance intelligence.

A powerful, comprehensive performance measurement and attribution solution.

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FIS Performance Measurement Manager

Simplify multicurrency performance measurement and attribution.

A web-based, integrated suite of multicurrency performance measurement, attribution, and risk tools.

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Clearwater Analytics Performance

See your portfolio performance with greater depth than ever before.

A comprehensive performance analysis solution with flexible calculations and reporting.

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Broadridge Performance Reporting

Complete Performance Reporting and Absolute Attribution Analysis.

Helps investment managers receive daily performance calculations and absolute attribution analysis.

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Linedata Investment Data Analytics

Gain a deeper understanding of your portfolio's performance characteristics.

Provides performance attribution and portfolio analytics services.

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Morningstar Direct

Institutional-strength investment research and analysis.

A web-based research platform that provides performance attribution analysis.

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VestmarkONE

The platform of the future for wealth management.

An integrated platform that harmonizes key wealth management functions.

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BlackRock Aladdin

The enterprise investment platform that powers informed decision-making.

An end-to-end investment management and operations platform.

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SimCorp Dimension

The integrated, multi-asset investment management solution.

A front-to-back investment management solution for the global financial industry.

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State Street Alpha

The platform that brings it all together.

A front-to-back asset servicing platform for institutional and wealth managers.

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BNY Mellon Eagle Performance

Powering your performance measurement.

A comprehensive performance measurement and attribution solution.

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Wilshire Axiom

Advanced multi-asset class analytics.

A comprehensive suite of multi-asset class analytics for risk management, performance attribution, and portfolio construction.

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Confluence Revolution

A cloud-based platform for performance, risk, and attribution.

Provides a comprehensive suite of analytics for performance measurement, attribution, and risk management.

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Addepar

The platform for modern investment management.

A wealth management platform that specializes in data aggregation, analytics, and reporting.

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Envestnet

The intelligent financial life.

A leading provider of intelligent systems for wealth management and financial wellness.

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Refinitiv Eikon

The ultimate set of tools for financial markets professionals.

A comprehensive platform for financial analysis, data, and news.

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Northern Trust

Achieve your greatest ambitions.

Provides performance measurement and attribution services as part of its asset servicing solutions.

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Citco

The Citco Way.

Provides performance and risk analytics as part of its fund services.

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Bloomberg PORT

Comprehensive portfolio and risk analytics.

A comprehensive solution for portfolio and risk analytics, including performance attribution.

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