Stakeholders increasingly demand greater insight and transparency regarding the performance of your funds and investment process. They expect quick and reliable risk and return analyses, reports that clearly explain how,  where, and why profits and losses are made. An accurate analysis of past results not only leads to meaningful insights, but it supports the asset manager in future decision making as well.

A key aspect of performance analysis is to determine the contribution of asset classes, sectors, and even individual securities to the risk and return of portfolios. Accurate performance measurement and attribution show which segments consistently add value on a risk-adjusted basis, and which do not. They help to identify strengths and weaknesses of the investment process.

With PEARL, Ortec Finance’s performance evaluation system, asset managers analyze their funds and investment products at every desired level. PEARL explains how they perform against their benchmarks or peer funds, how much risk was involved, and which sources have contributed to the return(s). The reporting capabilities of the system are fast, flexible and reliable, and will undoubtedly facilitate better client relationships.