Markit
Financial Information Services
Markit WSO Performance Analytics
Markit WSO Performance Analytics (PA) has been developed as a user-friendly reporting tool that allows the client to meet the demanding reporting requirements of credit and portfolio performance.
Product summary:

Clients can efficiently track performance and determine characteristics of a portfolio’s over/under performance versus standard and custom benchmarks.

Dynamic slicing of portfolios and benchmarks allows for a quantitative analysis of the contribution of attributes to overall performance. The task of determining if credit selection or asset allocation caused over/under performance becomes as simple as a mouse click.

Marketing funds and analysing performance becomes more efficient and concrete with the ease of slicing portfolios and benchmarks in seconds based on a range of attributes.
Key benefits:
Automate the generation and analysis of fund performance while improving data integrity and flexibility
The power to perform dynamic slicing/dicing of both portfolios and benchmarks to create custom reports for ease of analysis
The ability to retrieve and store performance data for all Markit WSO supported asset and position types
A direct link into Markit WSO Administrator to eliminate duplication and to improve accuracy
Key functions:
The capability to perform benchmark analysis against indexes, custom indexes, custom portfolios and/or standard portfolios
The flexibility to geometrically link portfolios, custom portfolios and indexes on a monthly and quarterly basis
The power to perform attribution analysis against standard indexes, custom indexes and/or other portfolios
The ability to create multiple datasets with different data parameters (for example, trade vs. settlement date or FIFO vs. weighted average)
Related Links
Visit MyWSO
More Information
For more information, please contact info@markitwso.com or call us on +44 20 7260 2465 (EU.) or +1 972 560 4420 (U.S.)
For more information about Markit, please contact us at any of our regional offices
Home     Careers     Contact Us     Site Map
Copyright © Markit Group Limited. ALL DATA PROVIDED AS IS, WITH NO WARRANTIES. All rights reserved.
Data may not be reproduced or redistributed in any form, except as expressly authorized by Markit Group Limited.