Performance Measurement

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

Know where you stand

Accurate performance measurement is critical to your investment decisions – not to mention your client relationships. Advent’s portfolio management solutions automatically calculate internal and time weighted rates of return for individual holdings and overall portfolios, both absolute and relative to any benchmark you designate. And you can have tools for analyzing and reporting on performance at any interval you require – daily, monthly and quarterly. With us, you always know where you stand.

TOP THINGS TO KNOW

1
All of our portfolio management platforms incorporate automated performance reporting in the method of your choosing.
2
Our solutions integrate with market-leading providers of pricing data.
3
You can view performance both gross and net of fees.
4
Our solutions include composite creation and management tools for GIPS-compliant performance measurement.

FEATURES YOU'LL NEED

Composite management for GIPS compliance
Daily, monthly and quarterly performance measurement
Index data for tracking performance against benchmarks
Integration with pricing data sources

MORE FEATURES

Real-time intraday P&L
Customizable performance reporting dashboards
Gross-of-fees and net-of-fees performance calculation
Ability to measure IRR and TWRR
Multi-manager performance tracking
Performance analytics

FEATURED CLIENT STORY

Instituut voor Vermogensopbouw (IVV)

William van der Maas from IVV in the Netherlands discusses how Advent gives them total control over their portfolios. The CRM allows them to keep detailed information for all their clients and offer exceptionally personalised service. Additionally, the powerful reporting functionality has helped them achieve huge efficiency gains.

MORE CLIENT STORIES


Spears Abacus Advisors LLC

Klingenstein, Fields & Co.

Featured White Paper

Performance measurement and reporting

ADDITIONAL RESOURCES

GIPS Compliance Verification Product Brief
Geneva Performance Measurement

Next Steps

Want to know more? Talk to one of our solution specialists. No sales pitch, just straight answers. We'll listen and help you determine if our solution fits your needs.

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com