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Ever wonder where your portfolio returns are truly coming from? With SAYS Platform™ by Opturo, you no longer have to guess. Our Performance Analysis / Return Generation engine empowers asset managers and data teams with full transparency into the drivers of performance—down to every last basis point. Whether you’re working across multiple sleeves, asset classes or strategies, SAYS breaks down returns with precision, consistency and scale. One of our clients—a global investment firm—used SAYS to automate multi-level return generation across hundreds of portfolios. The result? A seamless view into relative performance that once took hours… now takes minutes. Built for modern data demands, SAYS adapts flexibly to your architecture while meeting rigorous regulatory standards like GIPS® compliance. Curious how it works? We just launched our new site: https://opturo.com Explore how intelligent analytics can elevate your investment

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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.