Unlock Precision in Investment Performance
Overview
STP’s performance dashboard is a state-of-the-art, cloud-based tool that offers direct insights into our performance measurement services.
Key features include:
- Access to comprehensive daily and monthly performance views at the portfolio, composite (portfolio aggregate), GIPS composite, and benchmark levels.
- Benefit from on-demand period-to-period performance return calculations
- Utilize custom filtering options, including wildcard search, user-defined fields, and date-related filters, for tailored insights
- Explore detailed analysis with a drill-down interface across multiple levels: daily and monthly performance, transactions, and holdings
- Compare performance against multiple benchmarks for in-depth evaluation
STP’s performance services bring together skilled, CIPM-certified professionals and cutting-edge software, addressing critical areas such as:
- Investment Performance Measurement
- GIPS Composite Management & Reporting
- Attribution & Risk Analysis
This combination ensures precise, actionable performance insights for informed decision-making.
Real-Time Insights for Smarter Investment Decisions
Discover the power of STP’s performance solutions in action. Our video walks you through how our cutting-edge software and expert services deliver precise, actionable insights for measuring portfolio performance, achieving GIPS compliance, and analyzing risk and attribution. See firsthand how we streamline data management, enhance decision-making, and help you stay ahead in the investment world. Watch now to learn how STP can transform your investment strategies.
- Performance Dashboards
- Holdings Performance
- Transactions
