Investment Philosophy Evaluation
Performance measurement and attribution methodology is defined and implemented according to your specific requirements.
Our structured approach reduces the complexity associated with performance attribution engagements.
Our experienced team of buy-side consultants help investment managers go beyond simply calculating return metrics. We help clients uncover the less obvious sources of returns and understand their impact on fund performance. We help clients build, and better communicate, their competitive proposition by aligning their processes with global performance attribution standards and best practice.
The attribution framework solution depends on the investment mandate and should reflect the decision-making process of the investment team. Comprehensive performance evaluation provides feedback on the investment management process and fund manager performance – ensuring strict adherence to the fund investment objectives.