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Performance Attribution Analysis
Deliver Consistent, Valuable and Expert Insight into Your Portfolio

The Unity® Performance & Analytics attribution models allow performance analysts to conduct in-depth analysis at every decision making level, to demonstrate an understanding of the investment decision process, and accurately quantify the manager’s contribution in order to become the strategic business partner of the front office. Attribution models can be tailored to reflect the diversity of the investment strategy, bringing more transparency into performance measurement, analysis and reporting. The underlying data and attribution results are validated and controlled throughout the process for complete consistency and accuracy of results.

Features & Benefits
WIDE ARRAY OF MODELS
Advanced and flexible models including Equity, Fixed-Income, Multi-Asset, Holdings-Based, Transaction-Based, and Two and Four Factor Bottom-Up Aggregation to reflect diversity of investment strategy.
MULTIPLE MODEL OPTIONS PER PORTFOLIO
Selection of relevant attribution methods for different investment strategies within the same portfolio enhance ability to quantify manager's contribution.
MODEL CUSTOMIZATION
Function library enables the customization of attribution models to meet reporting needs of both clients and portfolio managers.
TRANSPARENCY AND CONTROL
Built-in transparency and control from attribution effects to underlying data enables improved portfolio investment decision making.
FLEXIBLE STRUCTURE
Flexible investment structure that is consistent with the investment process and allows for decomposition to security level.
ACTIONABLE ANALYSIS
Ability to conduct in-depth analysis allows for timely, accurate and actionable portfolio attribution results to be delivered to clients.
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