Equity Attribution

How visual & interactive Equity attribution can add value

Equity attribution quantifies the relationship between a portfolio’s excess return and the active decisions of the portfolio manager. It is an important measure to provide feedback to portfolio managers, senior management and in turn clients, on why the portfolio either outperformed or underperformed the benchmark.

Managers can use StatPro Revolution’s equity attribution to assess how well their investment strategy is performing, whilst investors can use it to assess both the extent to which a fund manager is following his or her investment strategy and, critically, whether past performance is likely to be repeatable in future.

Even with the asset management industry witnessing a strong return to growth, active fund managers have seen their share of AUM decrease. Read StatPro’s latest white paper to learn how attribution can help you;

  • Differentiate
  • Justify fund fees
  • Bring retail-style innovation to institutional clients
  • Diversify your offering

 

Complete the form to download the white paper


 

Screen-Shot-2015-04-29-at-11.15.20

Share this article