- Based in Wellington, New Zealand
- Founded/incorporated in 2005
- Current number of employees: 5
- Our Core Business is the creation of customized performance measurement and attribution analysis of investment funds to facilitate our clients in accurately assessing the effectiveness of their investment process.
- We work with our partner companies in PM Group to service clients in continental Europe . We focus on customization and deliver services specific to each individual client.
- We currently measure approximately 120 investment portfolios with a total value in excess of 100 billion Euros.
- We pride ourselves in delivering on-time services with an emphasis on reliability and precision.
- In conjunction with our clients, we are constantly enhancing our range of special products.
- Based in Wellington, New Zealand
- Founded 1999, incorporated in 2001
- Current number of employees: 2, affiliated consultants: 1
- Our Core Business is the client relationship management and marketing/sales of performance analytical services to investment banks, asset managers and plan sponsors in continental Europe specifically the German-speaking region.
- We work with our partner companies in PM Group to acquire clients in continental Europe. We provide consulting services to assess the client's investment process in order to customize our service and products to exactly fit the client's needs in performance analytics.
- Based in Wellington, New Zealand
- Founded/incorporated in 1992
- Current number of employees: 4
- Our Core Business is developing cutting-edge performance measurement tools for the group.
Including:
• PTrace perfomance measurement and attribution system
• Interfaces to client back-office systems
• Composite manager
• Reporting engines - Our performance attribution engine PTrace is used by numerous asset managers in continental Europe. PTrace is currently used by our clients to measure approximately 1000 Funds.
- We have more than 15 interfaces to back-office systems currently in operation. Covering most back office systems in use in the German speaking asset management industry.
- We work with our partner companies in PM Group to support our common clients in continental Europe . We focus on customization and continually update our software to meet current market standards and needs.
- In conjunction with our clients, we are constantly supplimenting and enhancing our suite of tools.
