Performance Attribution

Through broad knowledge of Asset Management, Ascend has built the expertise to offer a unique approach to solving a client’s performance attribution needs. Attribution methodologies and requirements vary greatly depending on a firm’s investment strategies and instruments employed. Therefore, firms need to understand the features and limitations of vendor software products and need to weigh the factors involved in developing a proprietary system.

Our consultants provide guidance and direction, helping clients understand the benefits, challenges, and trade-offs associated with the various performance attribution systems. They drive the process of evaluating a build vs. buy decision of a performance attribution system and deliver a fully implemented solution appropriate for the client’s needs.

Ascend leverages our expertise in performance attribution, combines that expertise with our program/project management skills in the areas of requirements gathering, vendor evaluation, data management and operational process modeling and delivers best in class performance attribution solutions.