Performance Measurement

Spend more time analyzing returns and less time calculating data

Vestmark’s performance outsourcing service can help you provide key stakeholders with better information faster, while reducing expenditures in operational infrastructure. It is a comprehensive service that calculates performance returns on a daily basis on a sleeve or account level, maintains investment composites, researches outliers, and generates granular performance reports.

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Key Benefits:

  • Remove the process of collecting key investment data from multiple sources 
  • Obtain accurate daily returns calculations 
  • Streamline the process of complying with GIPS standards
  • Receive client- ready reports in multiple output methods