Decoding Performance & Attribution: What Active Managers Need to Know

Every asset manager uses performance measurement and attribution to communicate results and understand performance drivers, but one size doesn’t fit all. Active investment managers especially benefit from deep performance analytics and meaningful attribution methods that go beyond the basics to fully understand what drives their returns, leading to actionable insights. They also help to present a clear picture of their value vs. passive investing alternatives and downward fee pressure. In our latest Tech It Up podcast, performance solutions director Mark Elliott joins hosts Trent and Jasmin to discuss why deep performance and attribution capabilities are needed, what those capabilities should be able to do, and how best to utilize them to highlight investing success and identify investment risks and opportunities.