Given the large number of different asset managers that investors rely on these days, it is important to accurately identify the performance drivers. Investors also want to see which active investment decisions lead to outperformance or underperformance.
The PerformanceAnalyse+ tool in Universal-Investment’s PowerPortal serves these requirements. As well as providing investors with a detailed insight into the performance of their portfolio, it also offers an independent decision-making tool to assess your asset manager, to ensure they are well informed ahead of every investment committee meeting. Asset managers, in turn, have access to comprehensive evaluation options to analyse and manage their own portfolios.
Our service is based on a modular structure and answers typical questions on fund performance:
We also provide many risk-adjusted performance indicators.