FIS® Performance Measurement Manager is a comprehensive, web-based solution designed for asset managers and fund administrators, offering an integrated suite of multicurrency performance measurement, attribution, and risk tools. This powerful platform allows users to select from a variety of standard or proprietary attribution models, specifically tailored to cover multicurrency equities and fixed-income securities. It provides precise calculations of returns across individual accounts, groups of accounts, and user-definable composites, ensuring detailed financial insights. The solution enhances data integrity by enabling users to cross-check data from other systems, proactively identifying critical discrepancies such as pricing errors or rate of return tolerance outliers. Furthermore, it automates the reclassification of assets and the rebuilding of portfolios, ensuring that calculations are instantly up-to-date and accurate. For flexible analysis, Performance Measurement Manager supports the uploading of external benchmarks or the creation of customized benchmarks at the security, category, or fund level. It also accommodates an unlimited number of blended index groups, drifting or floating weight benchmarks, and universes, providing unparalleled flexibility in performance analysis and reporting.

Features & Benefits

• Scalability & Resilience
  • Empowers users to focus on performance improvement while minimizing risk through robust, scalable infrastructure.
• Advanced Analytics & Attribution
  • Offers a selection of standard or proprietary attribution models, covering multicurrency equities and fixed-income securities.
• Accurate & Reliable Data
  • Enables cross-checking of data from various systems to proactively identify discrepancies like pricing errors or rate of return outliers.
• Custom Benchmarking & Indexing
  • Supports uploading external benchmarks or building customized benchmarks at security, category, or fund levels, including unlimited blended index groups and floating weight benchmarks.
• Automated Portfolio Management
  • Facilitates automatic asset reclassification and portfolio rebuilding for instant, up-to-date performance calculations.