Industry standard indices serve as yardsticks for fund managers and potential investors to measure a fund or portfolio manager's performance. For fund administrators, collecting daily index figures from multiple sources and calculating benchmark total returns for specific periods of time is tedious and time consuming.
Unity Benchmarks completely automates the process of collecting index-level values, and calculating and updating benchmark returns.
With Unity Benchmarks, you can create:
As a result, you can perform the following activities.
Unity Benchmarks accelerates the creation of benchmarking calculations, which allows you to:
Unity Benchmarks integrates seamlessly with common desktop business applications, eliminates manual processes, and provides single-source access to a comprehensive list of index data providers. Unity Benchmarks delivers timely and accurate benchmark performance to fund services, marketing, sales, portfolio management and eCommerce departments.
Unity Benchmarks is part of the Unity platform, the comprehensive fund administration platform from Confluence. The Unity platform replaces multiple time-consuming, costly, and error-prone manual processes with the ability to achieve mass customization, process consolidation, and complete automation of vital reporting functions through a single source.
Each of the product solutions that comprise the Unity platform is available for installation as part of your company's technology infrastructure, or online for users who prefer a fully-hosted option. A full service bureau is also available for Unity Pricing, Unity Performance and Unity Benchmarks.
For more information about Confluence products, call 412.802.8632 or contact us.