The modular design of our SAYS platform enables Opturo to offer users a tactical approach to addressing performance and attribution requirements. Users may require and subscribe to access portfolio level performance analytics and reporting using market values and flows to enable TWR and/or IRR return methodologies. For those users who require more robust security-level analytics, including decision attribution, users can generate accurate performance and attribution to the lowest level the data will allow.
Leverage the power of the SAYS platform to address your performance and attribution needs.
Portfolio level performance using market values and inflows/outflows may be calculated within the SAYS platform using either TWR or IRR methodologies. This module is ideally suited for calculating performance on illiquid alternative assets and includes the ability to segment assets and utilize drilldown reporting.
Performance & Attribution reports may be generated and viewed in the application UI, from which users may export data to Excel. PDF and Excel formatted reports are also available to be generated and exported. For those reports to which users have subscribed, there is no limit to the number of reports that can be run. Online support is available to assist should you encounter any issues, so please let us know if we can help.