Performance Measurement is a critical gauge of portfolio strategy effectiveness and Netikâs Investment Management clients are demanding ever more flexible tools with which to analyze such data. Netik is now able to provide ready access to Performance Attribution and return data from any third-party calculation engine. Leveraging the Netik InterView Data Warehouse, this data is placed in close proximity with portfolio accounting information as well as third-party benchmarks, economic data and risk analytics, in a manner that delivers strategic intelligence to a firmâs executive team and therefore greatly improves their ability to understand what drives their business.
Targeted at Investment Analysts, Risk Managers, Chief Investment Officers, COOâs and CEOâs, Netik InterViewâs Information Portal, now including the new Performance Explorer, delivers flexible multi-dimensional inquiry views that allow authorized users the ability to follow a train of thought in their complex quest to understand their business by drilling into attribution and return data. These decision-making executives now have a tool that helps them address "How did I do"?, "Why did I do"? and "What should I do"? The experience of using Netik InterView is now a truly interactive process of analyzing and exploring information to discern trends and patterns, thereby deriving insights and allowing conclusions to be drawn.
John Wise, CEO of Netik states: "The âChiefsâ need not fly blind. It is within their grasp to gain access to high quality decisional information derived from aggregating internal and external data â no matter how many sets of infrastructure there are in a firm supporting multiple trading desks, divisions and subsidiaries".
Wise continues "When Netik InterViewâs dynamic Enterprise Data Warehouse is implemented right at the heart of Investment Operations it has profound effects on the Investment Companyâs capabilities to adapt and respond to rapidly changing conditions. This results in better investment decisions and, ultimately, better investment performance".
The New Performance Explorer enables executives to quickly:
- Analyze the variance in movement in AUM between points in time â slicing and dicing money weighted rates of return
- Variance analysis to determine what has produced the increase/decrease in AUM
- Market movement
- Investment income
- Cash inflows/outflows (mandates won/lost)
- Fund Manager effectiveness
- Analyze performance
- By âstandardâ composites - Client type (e.g. Life, Segregated, Mutual Funds), by Mandate, by Fund Manager
- By ad hoc (on-the-fly) composites/groupings
- Equally weighted or sized weighted
- Gross of fees or net of fees
- Slice and dice â drill down
The experience of using Netik InterView is now a truly interactive process of analyzing and exploring information to discern trends and patterns, thereby deriving insights and allowing conclusions to be drawn.