Success for institutional investors is built on operational excellence, performance attribution, risk management, and cash management. Over the course of 2024 we’ll explore these themes in detail and ...

PITTSBURGH--(BUSINESS WIRE)--Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider of regulatory, analytical and investor communications solutions for the investment ...

When investing in managed funds, you want to make sure the product you’re choosing is one that’ll beat the market. After all, that’s exactly why you’re paying someone a management fee! Many funds will ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This new product, redeveloped using cutting edge .NET technology, offers ...

MSCI’s multi-asset class performance analytics models enable measurement, attribution, and appraisal of portfolio performance. Portfolio managers need actionable insights that explain their portfolios ...

The Internal Rate of Return (IRR) has several well documented issues but remains the most commonly used measure of private market performance. One of the most commonly cited issues relates to how ...

Finastra’s Fusion Invest combines private and public market investments, allowing portfolio managers and performance officers to access performance analytics (time-weighted and money-weighted internal ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. The California-based company says performance reporting based ...