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Portfolio Performance Measurement
Measure, Analyze and Report Data with Consistent and Accurate Results

Unity® Performance & Analytics Portfolio Performance Measurement adds value to the investment decision-making process. Its depth and breadth of analysis allows performance analysts to determine the drivers of the performance portfolio return. Performance analysts have the ability to assess performance for any grouping (static or dynamic) or classifications and to drilldown the results at any level as defined by the user. The data is validated and controlled throughout the process for complete consistency and accurate results.

Features & Benefits
BROAD CALCULATION OPTIONS
Broad range of performance and risk return ratio calculations for mutual funds and institutional portfolios in any currency, any time period for investment process alignment.
COMPREHENSIVE RETURN METHODOLOGIES
Calculation methodologies including Money Weighted Return, Time Weighted Return, Modified Dietz, IRR allow for comprehensive portfolio measurement.
CUSTOM BENCHMARKS
Custom and blended benchmark construction from market indices with extensive weighting methods for client-specific benchmark measurement.
DATA VALIDATION
Flexible and configurable data checks and validations built into workflow for accuracy each step of the way.
RESULTS TRANSPARENCY
Auditable results with transparency into holdings, transactions and prices behind returns provide confidence in calculations.
AUTOMATED WORKFLOW
Sophisticated, visual workflow can be tailored to meet each client's internal processes and data flow for customizability.
For more information about Confluence products, call +1 412.802.8632 or contact us.