Glossary

Annex IV Reporting

Alternative Investment Fund Managers Directive (AIFMD) has now introduced this broad concept of risk management as an integral part of the responsibilities of the alternative investment fund managers (AIFM).

Attribution

Attribution refers to a quality or characteristic. With regards to the investment community attribution is often analysed to assess a fund’s performance and therefore the abilities of the portfolio or fund managers.

Global Investment Performance Standards (GIPS)

The Global Investment Performance Standards (GIPS) are standards used by investment managers for creating performance presentations that ensure a fair representation and full disclosure of investment performance results.

Asset Allocation Software

The asset allocation dashboard shows an intuitive, visual breakdown of the assets in your portfolio. You can see both the absolute and relative allocation, as well as allocation trends over time. The table view provides additional statistics, such as long and short exposures and leverage.

AIFMD

Alternative Investment Fund Managers Directive (AIFMD) has now introduced this broad concept of risk management as an integral part of the responsibilities of the alternative investment fund managers (AIFM).