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Investment performance


Gap analysis:
vs all-vendor average
8 service elements in investment performance
Adequacy
Competence
Ease of use
Scope
Accuracy/Timeliness
Responsiveness
Overall

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Finding scores for Investment performance...


Monthly performance calculation
Daily performance calculation
GIPS-compliant reporting
Time-weighted return calculation
Reporting against market benchmark
Reporting against custom benchmark
Value-at-risk reporting
Fund management ratio reporting


     




Service element and measure
Gap
Investment performance: unlock the full report...

Definitive assessment of service provision across the below 8 underlying service elements
by reference to accuracy/timeliness and responsiveness

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-  Respondent base
The ServiceMatrix rating reports are based on evaluation of suppliers by many prestigious financial institutions

  • Asset managers
  • Supranationals & sovereign wealth
  • Government bodies
  • Pension funds
  • Insurance companies
  • Endowments & foundations
  • Banks & brokers
  • Wealth managers & family offices