Performance attribution

[mfmelb]

Is the software able to produce performance attribution reports for portfolios and asset class?

That is, can the software produce reports that shows how each asset class contributes to a portfolio performance and how each investment contributes to the performance of its asset class.

Many thanks

[Mark]

Hello mfmelb,

Yes, you can do this. In Fund Manager every investment can be assigned to asset types. You can then report by these asset types. For example, you can sub-total your report by asset type, and list by investment. In this case, each sub-total will list the overall results for that asset type, along with a listing of how each investment in that asset type performed.