PERFORMANCE MEASUREMENT & ANALYTICS
Performance measurement and attribution add fundamental value to decision-making, just as achieving consistent data and comparable results. Vestio offers a diverse set of performance measurement and analytic tools which empower wealth managers and add value to the investment decision-making process. Offering wealth managers, a crystal-clear view of the drivers of portfolio performance as well as in-depth performance analysis at every decision-making level. Hence, allowing value to be added to the investment process with every decision.
Drivers of Performance
Vestio offers a detailed overview of the performance of all of the portfolio factors, allowing you to track and understand performance drivers.
Offering an overview of all relevant risk ratios, what-if analysis, and pre- and post-trade compliance checks - providing necessary data for best decision making.
Refer to benchmarks to evaluate level of performance.
Periodical Rate of Return
Evaluate your periodical rates of return to track company performance.