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Asset Management Performance Analysis and Attribution: Specialists and Platform Vendors

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26 March 2017
Jay Wolstenholme

Abstract

Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is crucial not only in the investment process but increasingly for solid client communications and marketing in an ultracompetitive institutional client market.

Celent has released a new report titled Asset Management Performance Analysis and Attribution. The report was written by Jay Wolstenholme, a Senior Analyst with Celent's Securities & Investments practice.

Performance analysis and attribution is a top of the list requirement for asset managers to demonstrate their value. Performance analysis is crucial not only in the investment process but also for solid client communications and marketing in an ultracompetitive institutional client market.

Performance analysis tools have always been part of the investment process, but today more sophisticated, quantitative, cross-product tools that are compliant with Global Investment Performance Standards (GIPS) are available from vendors meeting the new demands of asset managers.

Equity attribution variables continue to expand as asset managers develop new types of smart beta portfolios that blur the lines between passive and active investment styles. It is important to both asset managers and investors to be able to assess the performance components of all detailed factors to ensure that performance alpha is being achieved through the adjusted weighting of factors (versus just luck or chance).

“In today’s investment environment, asset owners are gravitating toward asset managers who can quantitatively outline their performance achievements, starting with aggregation, drill down to contribution and attribution detail, visualization graphics, and increasingly mobile and configurable access,” commented Wolstenholme.

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