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Analyzing performance and managing risk are key to making sound investment decisions, which institutional investors must do to remain competitive in today’s marketplace. The risk/return paradigm helps them to manage their investment programs within a changing market environment. Through INFORM, The Bank of New York provides fast and powerful tools to its clients to aid them in analyzing performance and mitigating their unique risks.
At the core of any strategic investment risk management policy is the calculation of rates of return. INFORM’s powerful Rate Calculation functions compute time-weighted and internal rates of return at composite, portfolio, asset class, and individual security levels. Performance calculated at the portfolio level is most important because it can be used to generate total plan returns, asset class returns, asset class overlay returns, and any composite returns formed by combining portfolios. This allows for full transparency of performance and drives INFORM’s robust attribution model. Rates of return can be calculated monthly, month-to-date, or daily, and for any period in the history of the portfolio.
For generating customized rate of return reports, INFORM offers Report Writer. This flexible tool allows clients to produce individual reports with boardroom-quality graphics, tailored to their unique needs by content, format, and delivery method. In addition, data can be downloaded for individual use by clients in Excel or any other program.
INFORM’s wide variety of performance tools facilitate portfolio evaluation and comparison to hundreds of benchmarks, helping clients to achieve their strategic investment goals.
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