Accurate allocation of performance to sub-portfolios with SAYS from Opturo

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Ever faced the challenge of accurately allocating performance to sub-portfolios or sleeves within a larger strategy? It’s more common than you think—and it can lead to major insights (or blind spots) in your analytics. That’s where SAYS from Opturo steps in. Our Carve-out Allocation feature enables firms to precisely extract and assign portfolio performance across specific investment sleeves, even when those carve-outs don’t exist as standalone portfolios. No manual workarounds, no data duplication—just seamless integration into your existing workflows. This means better transparency for clients, sharper attribution analysis for teams, and smarter decisions powered by clear data segmentation. Explore how leading asset managers are using this capability today—and see what SAYS can do for your firm: https://www.opturo.com How are you handling sleeve-level analytics today? Let’s start a conversation.

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