Performance

Performance measurement and attribution

Performance measurement and attribution are key areas for any investment management organisation. A correctly mapped decision-making process, and high-quality data for portfolios and benchmarks, are both needed to create accurate performance numbers. SimCorp Dimension’s performance functionality meets these requirements and eliminates operational risk because of its full integration into SimCorp Dimension’s front-to-back platform.

Map, measure and report investment decisions and results

SimCorp Dimension offers the flexibility required to accurately map and measure the effect of all realised investment decisions. Its performance functionality supports a wide range of investment approaches, including traditional benchmark-driven strategies, multi-layered fund of funds and many more. To form a complete reporting package for the authorities, clients and internal management, the integrated nature of the system can be exploited to quickly combine results from a wide range of performance data with data from other areas of SimCorp Dimension, such as risk, limit restrictions and accounting.

Focus on exception handling and analysis

SimCorp Dimension’s seamless integration of all investment functions around a core database makes it possible to greatly simplify the practicalities of performance measurement and attribution. The use of a common data pool provides performance professionals with an efficient way of examining items such as pre-existing security data, transactions and prices, allowing them more time for creating detailed analyses, investigating anomalies and communicating their performance results.