Performance Reporting

Performance Reporting Services

Measure Portfolio Analytics, Risk, and Reporting with our dedicated team.

Simplify the way you organize, analyze, and prepare Performance Reports.

We provide performance measurement, attribution, and performance risk analysis, enable GIPS compliance, and help enterprise users fetch the data and customize their reports. Our services include producing portfolio analytics, risk insights, and reporting for our clients, investment teams, and other key stakeholders.

We collaborate with global teams for the Attribution and Performance Reporting requirements for the end users, including both Open-end and Closed-end funds. In addition, we ensure that Attribution, Risk, and Performance Reporting are in compliance with GIPS.

Key Offerings for Performance Reporting Services

Attribution and Performance reporting services to all investment strategies

Continuously work on standardizing the process and being GIPS compliant.

Maintenance of custom & standard indexes for attribution and performance reports.

Help with composite maintenance, disclosures, and documentation helping meet compliance requirements.

How We Deliver Value?

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Process enhancement

Elevate service levels by streamlining processes, reducing manual work, and providing consistent on-time delivery.

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Proficient Team

Rich performance & analytics experience with capabilities of delivering reports with high accuracy and timeliness.

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Cost optimization

Flexible & Cost-Effective engagement models customized to the client’s needs.

With CES as your partner, you can leverage our expertise in preparing performance reports for your investment accounts.

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