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Calculate investment performance based on allocation and selection effects
Optimize asset performance by measuring efficiency based on allocation and selection effects, using GIPS-compliant and industry-standard methods. With Allvue’s performance attribution software, you can get a better view of overall ROI and increase the consistency of your investment strategy. Offered only with our Investment Accounting solution.
Handle loan nuances, including paydowns before settlement, unfunded positions and other activities not handled by traditional attribution systems
Automatically highlight data gaps that would cause inaccuracies in return calculations
Geometrically link returns in real-time to allow custom date range or period analysis
Compare composites and indices across any number of dimensions
Access out-of-the-box support for slicing by asset, issuer, strategy, asset class, Moody’s/S&P industry & rating, and country
Calculate daily hedged and unhedged performance for any investment grouping
As an extremely flexible workflow and rules engine built using the .Net framework, Allvue’s Credit platform excels at communicating with other systems and technologies, storing and operating upon disparate data within its abstracted security master and data warehouse, and automating the workflow and bespoke processes that add operating efficiency and reduce risk.