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New Jersey, USA Head Office

100 American Metro Center, Suite 110
Hamilton
NJ
US

Telephone

609 838 6000

Contact

Claduine Martin
[email protected]

Bullrun Edge Plus Performance Measurement

Edge Plus® provides the tools to perform in-depth analysis of a portfolio’s relative performance. The functionality allows you to pinpoint specific factors, gauge the impact of investment management decisions and monitor returns over any user specified time period. The result? A strong and clear understanding of the Hows and Whys of a portfolio’s return.

Product Deliverables

Portfolio Analysis/Performance/Portfolio Attribution

Comparison

• Overview of portfolio to a specified benchmark
• Compare the portfolio to the benchmark by sector weights, valuation measures, growth rates and other financial fundamentals for your portfolios and benchmark

Performance

• Select the appropriate benchmark to compare portfolio’s performance
• Analyze portfolio returns over any specified time period (including daily)
• Determine what securities and sectors “make or break” your performance return

Attribution

• Perform an in-depth analysis of portfolios relative performance (over any time period)
• Determine what effect investment management decisions have had on portfolio returns :

  1. Sector Weighting – analyze the portion of your portfolio’s excess return attributable to taking different sector bets than the benchmark
  2. Stock Selection – analyze the portion of your portfolio’s excess return attributatble to selecting specific securities different than the benchmark
  3. Interaction – analyze the portion of your portfolio’s excess return attributable to combing the weighting decision with the relative performance

Reporting

• Export all data elements to Excel spreadsheet for further data analysis
• Standard PDF Report Templates available from most functions
• Extensive Custom Reporting options

Account/Market Monitoring

Summary

• Intraday status of the Market Value of each accounts
• The Top/Bottom Movers within your book of business
• Market Indices – view how the markets are moving in user selected indices

Market Indices

• Index and constituent level details and information
• Customizable views and listings of an Index’s constituents
• Index price details and charts

Account Overview

• Total Positions: the asset allocation of the total portfolio & drill down to review data of on each security held.

• Equity Only/Mutual Fund Only/Bond Only /Option Only View: view securities only in the specified asset class and     choose from data elements specific to that asset class.

Asset Allocation

• Breakdown of portfolio by equity, bond and cash asset classes
• Graphical depiction of portfolio asset allocation

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