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What is Portfolio Performance Software?

Through portfolio performance reporting software like Zephyr, wealth managers, asset managers and financial advisors can mitigate risk and enhance client returns, while keeping them informed on current market conditions.

Measuring portfolio performance is a crucial task that enables managers to evaluate the effectiveness of their investment strategies and communicate better with clients. These analyses paint a picture of the returns and attributions of various assets within a portfolio. Below are just a few of the ways Zephyr’s comprehensive online investment portfolio tracker aids managers in maximizing client portfolio growth.

Understanding Portfolio Performance Through Zephyr

Calculating Portfolio Performance

Portfolio performance is primarily calculated using various metrics that assess the return on investment. Measuring portfolio performance in this way involves comparing the initial investment to the current value of the portfolio, factoring in profits, losses and the overall change in the portfolio's value through things such as time series analysis. This functionality allows investors to determine the performance of their investment over a specific period.

Performance Attribution Analysis

Performance attribution analysis allows investors to gain a deeper understanding of the sources of a portfolio's performance. This process involves breaking down and analyzing the returns within a portfolio to identify the contributing factors. Investment attribution analysis enables investors in identifying which investment decisions or asset classes are generating positive or negative results, providing clarity into what is needed for a more healthy investment portfolio.

Equity and Fixed Income Return Attribution

In evaluating portfolio performance, investors often focus on specific asset classes, such as equities and fixed income securities. Equity performance attribution and Return attribution analysis involves evaluating the returns generated by stocks or equity-based investments. Similarly, a fixed income return attribution analysis provides information on the returns and factors impacting bonds, treasury bills, or other fixed income assets.

Investment Performance Reporting

Investment performance reporting involves presenting portfolio performance data in a comprehensive and understandable manner. This typically includes detailed reports, visual representations, and analytics to provide investors with a clear overview of portfolio returns and overall financial performance.

Measuring portfolio performance is an essential process for wealth managers in creating the best balanced financial portfolio. A comprehensive portfolio performance software like Zephyr helps explain the nuances of performance attribution, investment analysis, and the construction of an ideal financial portfolio to their clients, facilitating not only portfolio growth, but growth in client-manager relations.

 Portfolio performance reporting is essential for investors aiming to optimize their financial performance and achieve their clients’ unique objectives. Learn more about Zephyr’s extensive portfolio performance capabilities here. Speak to a sales consultant about getting a demo here.