PM Group - "A leading provider of independent performance measurement and attribution services for investment portfolios "

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PM Group - What We Do

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Today's financial market presents an ever increasing level of complexity.

In this environment successful investment is becoming increasingly more difficult. Verification of your investment goals requires advanced and precise tools to cope with the markets' diversity. We can provide your regular performance analyses reliably and in a very short time, leaving you to concentrate on your core business - Portfolio management.

Our concept is designed to provide independent, external performance measurement and attribution analysis to our target groups at a level set by international standards.All commonly used performance presentation standards, i.e. AIMR, GIPS, DVFA, and SPPS are met by our analyses. We provide structured reporting with the target groups in mind to provide them with clear and understandable information. The success components of each decision-making level in the investment process, from model portfolios to umbrella funds, from the total portfolio to the single security level are identified and quantified.

The results are specifically and comprehensively presented for the respective target group. The reports can also be modified and adapted to fit any corporate identity in order to integrate with an existing report system. The appropriate data is extracted by the client through their accounting system and passed on electronically to the PM Group. The PM Group pre-processes the raw data using client-specific interfaces, and then subsequently it is processed in our performance attribution software. The desired performance analyses and reports are then generated and put at the client's disposal electronically in the individually desired format. This entire process requires, depending upon complexity between one and five days.

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.... Read More

Management Process Information Analysis (MPI) To analyze complex products and processes such as Umbrella funds, funds driven by quantitative models, model portfolios underlying a series of related funds and master-funds the PM Group has developed a special attribution tool, the MPI analysis... Read More

 

 

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