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Performance Attribution Analysis

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Performance attribution analysis
The decomposition of a money manager's performance results to explain the reasons why those results were achieved. This analysis seeks to answer questions such as: (1) What were the major sources of added value? (2) Was short-term factor timing statistically significant? (3) Was market timing statistically significant? and (4), was security selection statistically significant?

Performance Attribution Analysis
An analysis of the success or failure of the performance of a money manager's investments. That is, performance attribution analysis investigates the investment decisions a money manager makes with a portfolio or fund, determines what and why investment strategies worked and what did not, and attempts to replicate success and avoid failure in the future. Performance attribution analysis may have an effect on whether the money manager receives a bonus or loses his/her job. See also: Manager Universe (benchmark).


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Performance attribution analysis examines differences in performance between an actively managed portfolio and a benchmark.
Market response to our Performance Attribution analysis, which explains in meaningful terms the exact sources of your portfolios' returns in relation to a chosen benchmark, has been overwhelming.
The system also offers a complete global performance attribution analysis explaining the sources of portfolio returns in terms of income, interest rate moves, sector and quality allocations, individual security selection and currency effects.
 
 
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