Performa offers robust ex-post return and risk analytics for any frequency of portfolio and benchmark time series data. Performa may be deployed rapidly to provide users with on-demand analytics and reporting.
Monitor performance over monthly periods, calendar years, and rolling periods, while also tracking risk statistics such as Sharpe Ratio, Tracking Error and VaR. Regardless of the source and format of your portfolio data, Performa can have your ex-post return and risk needs addressed rapidly.
The ability to automate and scale batch reporting is paramount for many investment firms. Performa can be implemented in a matter of hours and integrated within your firm’s existing data infrastructure.
As a bolt-on solution, Performa will be extremely low maintenance and offer the specific analytics engine and reporting your firm needs when it comes to ex-post return and risk.
Opturo’s Risk Assessment plug and play module can perform detailed risk analysis using multiple third party or in-house factor based risk models. The risk models used can be fully integrated within the Opturo platform. Users can analyze risk characteristics of a fund at a point-in-time or a time-series risk assessment; decompose changes in risk due to trade and model impact, and use trade weights and returns for back testing
Whether you are a Wealth Manager with one composite and 50 client accounts, or an RIA firm with thousands of client accounts, Performa can offer you an easy-to-implement solution for your ex-post return and risk needs. If you maintain composites, Performa can be used to run return and risk analytics relative to a selected benchmark. The same can be done for one or more representative client accounts. Performa Enterprise is available for firms with robust automation and batch reporting needs, while our SAYS platform offers a version of Performa for firms without those requirements.
Some enterprises maintain legacy platforms upon which they are heavily invested, and for which the hurdle rate for change is very high. Opturo's modular architecture enables our analytics engines to be licensed in an a la carte fashion, and integrated within legacy platforms. For example, our performance and/or attribution engines could be licensed to replace a legacy engine which has trouble dealing with contemporary issues such notional products and derivatives.