âOur intent with this upgrade was to give Wealth Advisors and Portfolio Managers the power of tomorrowâs performance technology today along with an ability to customize reports to their own unique specifics and standardsâ, says John Michel, CEO of Bullrun Financial. âCurrent global market conditions and the speed at which they move demand constant monitoring of client assets and in-depth analysis of what affects portfolio performance over varying time horizonsâ, he adds.
Bullrunâs latest release adds the ability to monitor both long and short portfolio positions as part of performance measurement along with linking the contribution of cash and money market funds to the overall analysis. Additionally, historic fundamentals and four new portfolio risk metrics (Alpha, Beta, R-Squared and Sharpe Ratios) have been included as part of Bullrunâs new suite of analytics.
âAt the end of the day, the one overriding question that all investors ask is âhow am I doingâ, says Michel referring to the issue of portfolio performance. âBullrunâs latest technology not only fully answers that question but also provides the insight as to where past and current performance came from along with the ability to compare it versus traditional or proprietary benchmarks, composites or modelsâ.