Measure after-tax outcomes and drive investment manager performance with after-tax benchmarks and analytics
Accurate performance measures
With our performance and attribution reporting, super funds are able to measure how well each manager performs against a given benchmark, which can be standardised to incorporate after-tax considerations. This improves transparency and accountability, enabling trustees of superannuation schemes to monitor the decision making processes of a range of fund managers on a level playing field.
Using complex methodology and multiple data sources to create an accurate measurement of portfolio value, the analytics:
As a result, portfolios are accurately valued against absolute returns and managers can be rated on consistent performance criteria.
Our after-tax calculations can be tailored to match the client profile, including the effect on the portfolio of: