IP.Performance supports you in your daily work with the following service modules:
Our highly qualified team of experts develops and designs performance analyses flexibly according to your wishes. Define your own sub-portfolios to display various investment goals, hedging strategies or product categories and access your performance analyses from anywhere.
- Transaction-based performance calculation with complete depiction of fund price performance
- Analysis of the performance of each individual asset – in fund, segment or share class
- Performance contribution, time-weighted return and profit-and-loss – our standard reporting contains all commonly used key figures
- Market price movements, dividends and distributions, currency effects as well as transaction costs and fees – you can always see the source of performance
- Online access to performance reporting
- Generate your own reports any time – whenever you need them
- Carry out simple analyses of results directly in the portal
- Do you need more?
- Export all data in XLSX, CSV and XML file formats
- Access all performance data via API
- You decide what you want to see – we deliver. For example, any sub-portfolios with a breakdown according to
- Sub-portfolio manager
- Industrial sector
- Investment goals
- Individual asset class
- Brinson, fixed income, multi-currency? Special representations? We design the right analysis – together with you.
The advantages are abundently clear:
- Exact and transparent: We have full insight into the performance calculation up to the last booking.
- Available: Your performance reporting is available to you in our IP.Risk web portal. If required, you can obtain all data via download or API for further analysis.
- Flexible and individual: We develop our performance analysis platform ourselves. Do you have any special requirements? We provide a powerful solution quickly and easily.