Streamline data management
Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a specific investment style or strategy.
Analyzing performance - uncovering the sources of returns relative to an index - requires detailed index performance data. However, without Advent Index Data, manually obtaining, reconciling, and loading index data is a complex operational challenge.