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Ever wonder how to make sense of performance and risk — after the fact, with precision and speed? With Opturo’s SAYS Platform™, our Ex-Post Return / Risk Analytics feature turns historical data into actionable intelligence. Whether you’re analyzing portfolio volatility, drawdowns, or Sharpe ratios across custom timeframes, we automate what traditionally takes hours — down to minutes. One client recently cut their end-of-month analytics cycle in half. No more reconciling siloed spreadsheets or manual scripting. Just clean insights delivered on demand. Our edge? Full transparency at every step of the workflow — from raw input to final output — so you always know how results are derived. Curious how your process could be reimagined? Explore the new opturo.com and discover why flexibility + transparency is a winning formula for modern investment operations.

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Net-Of-Fee Performance Calculations

Written by the CFA Society NY's Performance & Risk Analytics Committee--Krista Harvey, CFA, CIPM , Andre Mirabelli, Ph.D.-- This paper is intended to help investment professionals by articulating common and acceptable industry practices as they relate to the calculation of timeweighted returns for a portfolio of investments on a net-of-fee basis...

A bi-weekly challenge from Andre Mirabelli & Opturo

If you use “Purchases in the Basis Dietz”, how do you approach the following scenario?The cash in a portfolio starts the day with a small gain and then the portfolio uses all of the starting cash and half of that small cash gain (“sells cash”) to purchase a non-cash instrument. Thus, nothing ever goes short.…

Reliably Actionable Investment Analysis Of Yourself

Opturo provides the best of breed analysis of the impact of each of the actual decisions that created investment results.