Features & Services

Process Efficiency for Managed Accounts

Performance Measurement

Robust performance measurement capabilities provide insight for portfolio managers while helping you build your GIPSĀ® compliant reports.


> Calculates daily returns

  • - Time-weighted
  • - Asset-weighted

> Supports composite performance verification

> Calculates as-of performance

> Provides performance attribution

> Delivers performance online

Of Note:          Market Street Advisors Composite Reporting and support of GIPSĀ®          White Paper: Automating Performance Composite Construction Through Integrated Workflow
Automating Perf Composites