Calculate and validate daily, monthly, quarterly, and annual portfolio and benchmark performance across equities, fixed income, multi-asset, and alternatives
Produce Brinson-Fachler and factor-based attribution for sector, region, currency, duration, curve, and security-selection effects
Analyze and explain portfolio under- or out-performance versus benchmarks, including contributions from active weights, security selection, and factor exposures
Support composite, GIPS, and client-specific performance reporting
