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A performance attribution and analytics platform offering multi-factor analysis, returns-based and holdings-based attribution, risk decomposition, and style analysis. Provides extensive customization options and supports equity, fixed income, and balanced portfolios.
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
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Multi-Source Data Ingestion Ability to import data from multiple custodians, fund administrators, market data vendors, and internal systems. |
Wilshire Atlas supports ingestion of data from multiple external sources and internal systems, as detailed on the product's website and in customer documentation. | |
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Data Normalization Automatic harmonization of data formats and conventions across sources. |
Automatic data harmonization and normalization discussed in product overview for handling diverse input sources. | |
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Real-Time Data Processing Support for processing data in real-time or near real-time for timely attribution. |
Described as supporting real-time and near real-time analytics on returns and attribution. | |
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Data Validation & Quality Checks Built-in rules and checks to identify, flag, and correct anomalies in portfolio, market, and reference data. |
Product documentation refers to built-in quality controls, data validation steps, and exception reports. | |
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Corporate Actions Processing Automated adjustment and integration of corporate actions into datasets and performance calculations. |
Automated handling of corporate actions is listed as a feature for accurate performance measurement. | |
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Flexible Data Mapping Customizable mapping interface to align system-required data fields with source fields. |
Flexible and configurable data mapping is highlighted as a customization feature. | |
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Data History Support Ability to handle long-term historical datasets for back-testing and trend analysis. |
Back-testing and long-term trend analysis are part of the platform, requiring comprehensive data history support. | |
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Data Upload Speed Rate at which the system can upload data files. |
No information available | |
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Automated Data Refresh Frequency How often data feeds can be automatically refreshed. |
No information available | |
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API Availability Provision of APIs for data integration with other platforms. |
Public documentation and client stories mention extensive API-based integration. |
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Multi-Level Attribution Analysis Support for total, top-down, bottom-up, Brinson, factor-based and hybrid attribution models. |
Wilshire Atlas supports multiple attribution methodologies and multi-level analysis (top-down, bottom-up, Brinson, factor-based). | |
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Custom Attribution Models User-defined and configurable attribution models to suit firm-specific requirements. |
Custom attribution modeling by user configuration is highlighted among its key features. | |
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Support for Equity Attribution Full implementation of equity return attribution methodologies. |
Full support for equity attribution methodologies is specifically mentioned. | |
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Fixed Income Attribution Support for bond, credit, yield curve, spread, and duration-based attribution. |
Fixed income attribution and analysis are part of the supported analytics. | |
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Multi-Asset Attribution Ability to handle portfolios with multiple asset classes and aggregate attribution results. |
Multi-asset attribution capabilities highlighted for handling balanced portfolios. | |
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Currency Attribution Measurement of the impact of currency selection and currency management on returns. |
Currency effects and attribution available within the analytic tools. | |
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Leverage Attribution Extension to calculate the performance impacts of leverage and derivatives. |
Derivatives and leverage performance decomposition described in the analytics. | |
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Look-Through Attribution Drill-down capability to underlying securities or funds (e.g., ETFs, mutual funds). |
Look-through analytics (down to underlying securities) described in documentation. | |
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Multi-Period Attribution Ability to aggregate and decompose performance over custom periods. |
Multi-period attribution and custom time periods are central analytic functions as per product sheet. | |
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Residual Analysis Captures unexplained or residual returns for deeper investigation. |
Residual and unexplained return analysis included in decomposition. | |
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Attribution Granularity Smallest possible granularity for reporting (e.g., sector, region, security). |
No information available | |
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Turnover Attribution Measures impact of trading activity on performance. |
Turnover attribution and analysis is referenced in fact sheets and technical documentation. |
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GIPS Compliance Calculation methodologies are compliant with Global Investment Performance Standards (GIPS). |
Wilshire Analytics (including Atlas) advertises GIPS-compliant performance attribution. | |
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Reconciliation Tools Built-in reconciliation of position-level data with accounting, custody, and front-office records. |
Integrated reconciliation and validation tools are advertised for cross-system consistency. | |
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Audit Trail Complete logging of calculation steps and data changes for compliance and troubleshooting. |
Full audit trails of calculations and data handling are a standard compliance feature. | |
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Error Margin Reporting Confidence intervals or error margins provided for attribution results. |
No information available | |
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Simultaneous Multi-Period Calculations Ability to perform calculations for multiple periods in parallel. |
No information available | |
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Customizable Holiday Calendars Allows choosing/defining holiday calendars for date-sensitive calculations. |
Product configuration allows for business-specific holiday calendars to be set. | |
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Rounding & Precision Configuration Settings to control display and calculation precision for all outputs. |
No information available | |
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Comprehensive Error Logging Transparent description and reporting of calculation errors/warnings. |
No information available | |
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Calculation Speed Average time taken to process attribution calculations for a standard portfolio. |
No information available |
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Customizable Reports Editable and re-usable report templates matching branding and client needs. |
Report templates are fully customizable including branding as per marketing material. | |
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Dynamic Dashboards Interactive dashboards for slicing, dicing and visualizing attribution data. |
Interactive dashboards and extensive visualization are core user interface features. | |
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Export Formats Ability to export results in PDF, Excel, CSV, PPT, and more. |
Provides PDF, Excel, CSV and other export formats as part of reporting suite. | |
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Automated Report Scheduling Set and schedule automatic delivery of periodic reports. |
Automated scheduling and delivery of reports is available as standard. | |
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Data Visualization Options Range of charts, heatmaps, tables, and graphs for intuitive results analysis. |
Supports a broad spectrum of visualizations (charts, heatmaps, graphs). | |
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Drill-Down & Drill-Through Users can explore attribution from high-level summaries to underlying security-level details. |
Product offers drill-down to constituent security level and drill-through reports. | |
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Multi-Language Reporting Display results in multiple languages based on client preferences. |
No information available | |
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Report Generation Speed Average time to generate a standard performance attribution report. |
No information available | |
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Accessibility Features Support for accessibility (e.g., screen readers, colorblind palettes) in all reports and dashboards. |
No information available |
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Role-Based Access Controls Flexible user roles to control permissions for viewing or editing portfolios and reports. |
Role-based permissions are available to manage report and analytics access. | |
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Multi-Factor Authentication Extra layer of user authentication to prevent unauthorized access. |
Multi-factor authentication is part of standard enterprise security protocols. | |
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Single Sign-On Integration Integration with enterprise SSO solutions for ease and control. |
Supports SSO integration as reported in technical integration guides. | |
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Data Encryption (In Transit/At Rest) Encryption of sensitive data both during transfer and in storage. |
Wilshire Analytics confirms encryption of data at rest and in transit. | |
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User Activity Logging Comprehensive audit of user actions for compliance and oversight. |
User activity logging for compliance and oversight included in system architecture. | |
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Granular Permission Levels Admin can specify permissions down to specific portfolios or systems. |
Permissions can be managed at granular levels as per administrative documentation. | |
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Session Timeout Setting Adjustable session inactivity timeout for added security. |
No information available | |
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Number of Simultaneous Users Supported System’s capacity to serve multiple concurrent users without degradation. |
No information available |
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Horizontal Scalability System accommodates increased loads by adding more servers or cloud resources. |
Cloud-native and horizontally scalable per technical architecture details. | |
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Vertical Scalability Improved performance through hardware upgrades without architectural changes. |
Can increase performance by deploying on more powerful hardware without changing architecture. | |
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Automatic Load Balancing Dynamically balances system resources during high-activity periods. |
Automatic load balancing mentioned in technical and support documents. | |
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Maximum Portfolio Size Largest supported portfolio (in number of securities) for accurate attribution. |
No information available | |
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Maximum Portfolios Supported Total portfolios the system can process in parallel. |
No information available | |
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Latency under Load Average response time when handling system’s maximum load. |
No information available | |
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Concurrent Calculations Capability Number of attribution calculations processed in parallel. |
No information available |
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Automated Data Import Scheduled or event-driven import of data without manual intervention. |
Automated data import is available as scheduled/event-driven feature. | |
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Automated Exception Handling Systematic treatment of data or calculation issues with notification and escalation. |
Exception handling, notification and escalation are provided for workflow automation. | |
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Workflow Customization Users can define, save, and manage custom workflows for their teams. |
Users can define custom workflows and save procedures. | |
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Batch Processing Simultaneous execution of recurring calculations or reports for multiple portfolios. |
Supports batch calculations and reporting. | |
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Alerting & Notification Automated alerts for issues like data delays, reconciliation failures, or unusual results. |
Platform provides automated email and dashboard alerts. | |
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Workflow Audit and Tracking Complete history of all automated and manual process execution. |
Keeps workflow execution records for auditing. |
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Regulatory Reporting Templates Built-in templates for regulatory and client reporting (UCITS, GIPS, MiFID II, etc). |
Regulatory and compliance reporting templates are supplied, including GIPS. | |
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Audit Readiness Capabilities to produce structured logs and documentation required for audits. |
Audit trail and readiness for external audit is a standard feature. | |
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Regulatory Framework Updates Timely system updates when new rules apply to performance and attribution. |
Wilshire publishes regulatory framework updates in response to new compliance requirements. | |
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Data Retention Controls Ability to manage historical data storage per retention policies. |
No information available | |
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Client-Specific Compliance Configuration Tailoring outputs to unique compliance needs of clients. |
Compliance settings can be tailored per client requirements. |
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Open API Access Rich, documented APIs for data query, update, and systems integration. |
Open, well-documented APIs are available for integrations. | |
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Plugin Framework Support for firm-specific modules, custom analytics, or reporting plugins. |
Plugin and custom analytics modules supported as per technical descriptions. | |
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Bidirectional Data Flows Export and re-import enriched or augmented attribution data. |
Bidirectional data flow supported by export and re-import capabilities. | |
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Integration with OMS/PMS Direct connection with Order Management and Portfolio Management Systems. |
Integration with major OMS/PMS vendors is listed as a differentiator. | |
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Third-Party Data Provider Integration Plug-and-play integration with major market and reference data vendors. |
Plug-and-play integration with market data vendors is supported. | |
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Webhooks / Event Hooks Trigger actions in other systems based on events in the attribution platform. |
No information available |
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Dedicated Account Management Each client has a dedicated manager or team for support and relationship management. |
Wilshire provides account managers for key clients. | |
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24/7 Technical Support Round-the-clock support availability for critical issues. |
24/7 critical technical support is offered to enterprise clients. | |
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Onboarding & Training Programs Structured onboarding, documentation, and in-person or online training. |
Structured onboarding and training, including documentation and webinars, are standard offerings. | |
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Knowledgebase Access Comprehensive online documentation, FAQ, and tutorials. |
Comprehensive online help and knowledgebase are referenced in product support. | |
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User Community Access to forums or user groups to share best practices. |
No information available | |
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Response Time SLA Guaranteed maximum initial response time for support requests. |
No information available |
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