How is performance attribution evolving – and what does “next generation” really mean?
Performance attribution is no longer a backward-looking reporting function. In today’s fast moving markets, it’s becoming the engine that powers proactive decision making across the entire investment lifecycle.
Our latest whitepaper, created in collaboration with Fencore, summarises insights from an exclusive roundtable with senior performance leaders from major global investment bodies. It explores the future of attribution, from cloud-native technologies to integrating ESG, and offers practical guidance on how firms can prepare for the next wave of change.
Whitepaper key takeaways:
- Navigate asset class complexities: See how next-gen frameworks support equities, fixed income, multi-asset, derivatives and private markets in one seamless model.
- Leverage cloud technology: Understand why cloud-native, API-driven platforms are critical for scale, speed and flexibility.
- Decouple data & attribution: Learn approaches to removing data responsibilities from the performance teams, driving value once again into supporting the explanatory power of the attribution analytics.
- Achieve a total portfolio view: Explore how uniting all assets into a single, interactive view can drive real-time rebalancing, plus tactical and strategic shifts encompassing multiple factors for enhanced strategic oversight.
- Embed ESG & AI: Discover how advanced attribution integrates sustainability metrics and harnesses AI for predictive, real-time insights.
- Overcome integration challenges: Find out how interoperability across risk, trading and reporting systems delivers faster, cleaner insights.
Is your attribution framework keeping pace with the demands of modern portfolios?
Download the whitepaper to explore what’s next for performance attribution and how you can prepare your organisation . If you have any questions, get in touch with our experts today.
By Fencore, in collaboration with CloudAttribution & Flametree
