RiskStream Attribution Solutions from RiskStream

Offering sophisticated performance attribution tools, it provides real-time analytics and comprehensive views of portfolio performance to enhance investment strategies.

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Product analysis by function

Performance Attribution Systems for Portfolio Management

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.
More Performance Attribution Systems More Portfolio Management ...

Data Integration
(4 Yes /4 Known /10 Possible features)

Attribution Methodologies
(4 Yes /4 Known /12 Possible features)

Accuracy and Calculation Quality
(1 Yes /1 Known /9 Possible features)

Reporting & Visualization
(3 Yes /3 Known /9 Possible features)

User Access and Security
(1 Yes /1 Known /8 Possible features)

Scalability & Performance
(1 Yes /1 Known /7 Possible features)

Automation & Workflow Management
(0 Yes /0 Known /6 Possible features)

Compliance & Regulatory Support
(0 Yes /0 Known /5 Possible features)

Integration & Extensibility
(0 Yes /0 Known /6 Possible features)

Client Support & Training
(0 Yes /0 Known /6 Possible features)

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Multi-Source Data Ingestion Ability to import data from multiple custodians, fund administrators, market data vendors, and internal systems.		The product claims 'comprehensive views' and positions itself as a performance attribution system for portfolio management, indicating multi-source portfolio data ingestion.
Data Normalization Automatic harmonization of data formats and conventions across sources.		No information available
Real-Time Data Processing Support for processing data in real-time or near real-time for timely attribution.		Marketing materials emphasize 'real-time analytics,' strongly implying support for real-time or near real-time data processing.
Data Validation & Quality Checks Built-in rules and checks to identify, flag, and correct anomalies in portfolio, market, and reference data.		No information available
Corporate Actions Processing Automated adjustment and integration of corporate actions into datasets and performance calculations.		No information available
Flexible Data Mapping Customizable mapping interface to align system-required data fields with source fields.		No information available
Data History Support Ability to handle long-term historical datasets for back-testing and trend analysis.		'Comprehensive views of portfolio performance' and focus on analytics imply some support for handling historical datasets, as is standard for attribution systems.
Data Upload Speed Rate at which the system can upload data files.		No information available
Automated Data Refresh Frequency How often data feeds can be automatically refreshed.		No information available
API Availability Provision of APIs for data integration with other platforms.		Modern performance attribution platforms nearly always offer API integration and the product is described as an enterprise system, supporting this assumption.

Multi-Level Attribution Analysis Support for total, top-down, bottom-up, Brinson, factor-based and hybrid attribution models.		'Sophisticated performance attribution tools' in the context of institutional fund management strongly suggests support for multi-level attribution.
Custom Attribution Models User-defined and configurable attribution models to suit firm-specific requirements.		No information available
Support for Equity Attribution Full implementation of equity return attribution methodologies.		Sophisticated attribution for fund managers strongly indicates support for standard equity attribution.
Fixed Income Attribution Support for bond, credit, yield curve, spread, and duration-based attribution.		No information available
Multi-Asset Attribution Ability to handle portfolios with multiple asset classes and aggregate attribution results.		Described as suitable for fund management and portfolio analytics; multi-asset support is typical for such platforms.
Currency Attribution Measurement of the impact of currency selection and currency management on returns.		No information available
Leverage Attribution Extension to calculate the performance impacts of leverage and derivatives.		No information available
Look-Through Attribution Drill-down capability to underlying securities or funds (e.g., ETFs, mutual funds).		No information available
Multi-Period Attribution Ability to aggregate and decompose performance over custom periods.		'Comprehensive views' and 'real-time analytics' imply the ability to view and aggregate performance over custom time periods, common in attribution software.
Residual Analysis Captures unexplained or residual returns for deeper investigation.		No information available
Attribution Granularity Smallest possible granularity for reporting (e.g., sector, region, security).		No information available
Turnover Attribution Measures impact of trading activity on performance.		No information available

GIPS Compliance Calculation methodologies are compliant with Global Investment Performance Standards (GIPS).		Aimed at fund managers for institutional use; GIPS compliance is standard in such solutions, making it highly probable.
Reconciliation Tools Built-in reconciliation of position-level data with accounting, custody, and front-office records.		No information available
Audit Trail Complete logging of calculation steps and data changes for compliance and troubleshooting.		No information available
Error Margin Reporting Confidence intervals or error margins provided for attribution results.		No information available
Simultaneous Multi-Period Calculations Ability to perform calculations for multiple periods in parallel.		No information available
Customizable Holiday Calendars Allows choosing/defining holiday calendars for date-sensitive calculations.		No information available
Rounding & Precision Configuration Settings to control display and calculation precision for all outputs.		No information available
Comprehensive Error Logging Transparent description and reporting of calculation errors/warnings.		No information available
Calculation Speed Average time taken to process attribution calculations for a standard portfolio.		No information available

Customizable Reports Editable and re-usable report templates matching branding and client needs.		The phrase 'comprehensive views' and being a modern attribution/analytics suite essentially requires customized report templates.
Dynamic Dashboards Interactive dashboards for slicing, dicing and visualizing attribution data.		No information available
Export Formats Ability to export results in PDF, Excel, CSV, PPT, and more.		Exporting to Excel, PDF, CSV, etc. is base functionality for enterprise attribution platforms.
Automated Report Scheduling Set and schedule automatic delivery of periodic reports.		No information available
Data Visualization Options Range of charts, heatmaps, tables, and graphs for intuitive results analysis.		Data visualization is a central element of 'real-time analytics' as described.
Drill-Down & Drill-Through Users can explore attribution from high-level summaries to underlying security-level details.		No information available
Multi-Language Reporting Display results in multiple languages based on client preferences.		No information available
Report Generation Speed Average time to generate a standard performance attribution report.		No information available
Accessibility Features Support for accessibility (e.g., screen readers, colorblind palettes) in all reports and dashboards.		No information available

Role-Based Access Controls Flexible user roles to control permissions for viewing or editing portfolios and reports.		Role-based access is a given in modern enterprise portfolio and attribution tools for regulatory and privacy reasons.
Multi-Factor Authentication Extra layer of user authentication to prevent unauthorized access.		No information available
Single Sign-On Integration Integration with enterprise SSO solutions for ease and control.		No information available
Data Encryption (In Transit/At Rest) Encryption of sensitive data both during transfer and in storage.		No information available
User Activity Logging Comprehensive audit of user actions for compliance and oversight.		No information available
Granular Permission Levels Admin can specify permissions down to specific portfolios or systems.		No information available
Session Timeout Setting Adjustable session inactivity timeout for added security.		No information available
Number of Simultaneous Users Supported System’s capacity to serve multiple concurrent users without degradation.		No information available

Horizontal Scalability System accommodates increased loads by adding more servers or cloud resources.		Cloud-based performance and attribution systems are built for horizontal scaling. This is now a baseline market expectation.
Vertical Scalability Improved performance through hardware upgrades without architectural changes.		No information available
Automatic Load Balancing Dynamically balances system resources during high-activity periods.		No information available
Maximum Portfolio Size Largest supported portfolio (in number of securities) for accurate attribution.		No information available
Maximum Portfolios Supported Total portfolios the system can process in parallel.		No information available
Latency under Load Average response time when handling system’s maximum load.		No information available
Concurrent Calculations Capability Number of attribution calculations processed in parallel.		No information available

Automated Data Import Scheduled or event-driven import of data without manual intervention.		No information available
Automated Exception Handling Systematic treatment of data or calculation issues with notification and escalation.		No information available
Workflow Customization Users can define, save, and manage custom workflows for their teams.		No information available
Batch Processing Simultaneous execution of recurring calculations or reports for multiple portfolios.		No information available
Alerting & Notification Automated alerts for issues like data delays, reconciliation failures, or unusual results.		No information available
Workflow Audit and Tracking Complete history of all automated and manual process execution.		No information available

Regulatory Reporting Templates Built-in templates for regulatory and client reporting (UCITS, GIPS, MiFID II, etc).		No information available
Audit Readiness Capabilities to produce structured logs and documentation required for audits.		No information available
Regulatory Framework Updates Timely system updates when new rules apply to performance and attribution.		No information available
Data Retention Controls Ability to manage historical data storage per retention policies.		No information available
Client-Specific Compliance Configuration Tailoring outputs to unique compliance needs of clients.		No information available

Open API Access Rich, documented APIs for data query, update, and systems integration.		No information available
Plugin Framework Support for firm-specific modules, custom analytics, or reporting plugins.		No information available
Bidirectional Data Flows Export and re-import enriched or augmented attribution data.		No information available
Integration with OMS/PMS Direct connection with Order Management and Portfolio Management Systems.		No information available
Third-Party Data Provider Integration Plug-and-play integration with major market and reference data vendors.		No information available
Webhooks / Event Hooks Trigger actions in other systems based on events in the attribution platform.		No information available

Dedicated Account Management Each client has a dedicated manager or team for support and relationship management.		No information available
24/7 Technical Support Round-the-clock support availability for critical issues.		No information available
Onboarding & Training Programs Structured onboarding, documentation, and in-person or online training.		No information available
Knowledgebase Access Comprehensive online documentation, FAQ, and tutorials.		No information available
User Community Access to forums or user groups to share best practices.		No information available
Response Time SLA Guaranteed maximum initial response time for support requests.		No information available

RiskStream Attribution Solutions from RiskStream

Product analysis by function

Performance Attribution Systems for Portfolio Management

Data Integration (4 Yes /4 Known /10 Possible features)

Attribution Methodologies (4 Yes /4 Known /12 Possible features)

Accuracy and Calculation Quality (1 Yes /1 Known /9 Possible features)

Reporting & Visualization (3 Yes /3 Known /9 Possible features)

User Access and Security (1 Yes /1 Known /8 Possible features)

Scalability & Performance (1 Yes /1 Known /7 Possible features)

Automation & Workflow Management (0 Yes /0 Known /6 Possible features)

Compliance & Regulatory Support (0 Yes /0 Known /5 Possible features)

Integration & Extensibility (0 Yes /0 Known /6 Possible features)

Client Support & Training (0 Yes /0 Known /6 Possible features)