Performance Measurement and Analysis
Integrated Performance Measurement and Analysis
Figaro provides a fully functional and integrated Performance Measurement and Analysis solution for Platform Providers. Performance can be measured over a single portfolio or groups of portfolios and for any requested date period. Returns and contribution to return at sub-portfolio level (e.g. by asset type or sector) can also be generated providing detailed input to client reporting.
Performance can be calculated on a Total or Capital Return basis and returns can be reported either Net or Gross of Fees.
Portfolios or groups of portfolios can be linked to a number of benchmarks, including;
- Model portfolios
- Standard market indices, or
- Composite (blended) indices.
Index performance can be reported as a total or capital return.
Figaro Performance is available through our Front Office Enquiry functions or as a client-ready print. A performance data reconciliation and error reporting function is also available to help to improve the efficiency and accuracy of data management, reconciliation and checking.
Please get in touch with JHC today to find out how we can help your organisation through our market-leading, fully integrated solutions for Platform Providers.
