Performance Attribution Modules of Portfolio Systems

July 19, 2004

Abstract

New York, NY, USA July 19, 2004

Celent projects that new spending for performance modules with attribution will total US$43.8 million for 2004, with an estimated annual growth rate of 8.1 percent for 2004–2007 in the North American and European markets.

In a new report entitled , Celent examines seven vendors in this space, looking at solution components, attribution methods and models, and solution flexibility. This report also explores the current major trends in the marketplace and identifies future trends.

"Portfolio systems will help drive the adoption of performance attribution because of solution merit and the ease of adding a module to the existing portfolio system. Adding a module is often an opportunity to negotiate pricing, and asset managers may obtain lower costs for the performance solution than by seeking a new technology provider. This combination of merit and ease is attractive to asset managers searching for ways to keep costs down, enhance investment performance, and improve client servicing," says

Denise Valentine, Celent analyst and author of the report.

Solution vendors profiled in the report are DST International, Eagle Investment Systems Corp., Financial Models Company Inc., INDATA, Integrated Decision Systems, SimCorp USA, and SunGard Investment Management Systems.

This report is part of a Celent series on investment performance attribution. See "The Science and Art of Performance Attribution for Investing, Servicing & Marketing," January 2004, for a detailed discussion of attribution trends, terms and usage, and "Specialist Vendors of Investment Performance Attribution," February 2004, which discusses vendor solutions that are not associated with a front-to-back portfolio system suite.

A

is available online.

of Celent Communications' Retail Securities & Investments, and Institutional Securities & Investments research services can download the report electronically by clicking on the icon to the left.  Non-members should contact info@celent.com for more information.

        

Send mail to info@celent.com with questions or comments about this Web site.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

Media Contacts

North America
Michele Pace
mpace@celent.com
Tel: +1 212 345 1366

Europe (London)
Chris Williams
cwilliams@celent.com
Tel: +44 (0)782 448 3336

Asia (Tokyo)
Yumi Nagaoka
ynagaoka@celent.com
Tel.: +81 3 3500 3023

Table of Contents

 

New York, NY, USA July 19, 2004

Return to report Abstract

 

EXECUTIVE SUMMARY 3
INTRODUCTION 4
MARKET TRENDS 6
VENDOR PROFILES 11
  DST International 13
  Eagle Investment Systems 14
  Financial Models Company 16
  Integrated Decision Systems 18
  INDATA 19
  SimCorp USA 20
  SunGard Investment Management Systems 21
OVERVIEW OF SOLUTIONS 23
CONCLUDING THOUGHTS 26
OBJECTIVITY & METHODOLOGY 28

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