Performance Analytics
Pinpoint the Sources of Portfolio Performance
Advent Portfolio Exchange’s performance analytics capabilities give you a deeper insight into portfolio performance for better investment decision making. Leveraging these powerful tools, you can analyze results down to the individual security level and demonstrate to clients how your decisions add value. Advent Portfolio Exchange’s analytical tools include:
- Performance attribution. Identify the sources of portfolio performance relative to a benchmark or model portfolio. Evaluate the impact of weighting and security selection decisions. Easily drill down from sector to individual security.
- Performance contribution. Pinpoint the drivers of portfolio performance by quantifying what sectors, industries or securities had the greatest impact on performance. Rank order of contribution detail to show top and bottom contributors to portfolio or benchmark return.
- Exposure. Compare the portfolio sector or security weights to a benchmark and view changes over time.
- Risk. Analyze a portfolio’s risk, volatility and risk-adjusted return based on historical performance with ex-post risk statistics.
Maximize Efficiency while Enhancing Security and Accuracy
With performance analytics built into the Advent Portfolio Exchange platform, there’s no need to lose time or compromise security by sending sensitive portfolio data off-site. Equally important, it eliminates reconciliation problems with third-party providers, so your attribution numbers match your performance numbers.