Attribution Analysis Suite
Attribution and performance analysis is a complex and in-depth subject requiring intensive preparation and a precise focus on the specific knowledge of your audience. Without this you risk overtaxing your intended audience and losing your message.
The PM Group's attribution suite addresses separate audiences with reports and visual graphics containing the appropriate degree of detail and complexity.
Our reports and graphics are available in a preformatted form which can be scaled and customized as required (see examples below).
All figures are based on our in-house performance attribution system (see here for a short introduction).
Example one shows the preformatted report for the novice audience familiar with only the most basic performance concepts. It compares fund performance against benchmarks, focuses on the most important security holdings within the portfolio and evaluates overall performance in terms of risk. Click here for the excerpt from our Attribution Analysis Overview.
Example two shows the preformatted report for an audience with a good knowledge of performance but due to time or other constraints is unable to dig deeper into the data. It offers bird's eye view report, summaries of the fund and highlights of the most important developments and factors driving fund performance. Click here for the excerpt from our Attribution Analysis Overview.
Example three shows a highly detailed set of reports intended for fund management and/or an audience that requires an in-depth and complete analysis of a particular fund.Click here for the excerpt from our Attribution Analysis Overview.
