About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

MBA Systems Adds Portfolio Performance Facility to Speedreport Service

Subscribe to our newsletter

MBA Systems has added a new portfolio performance facility to its Speedreport client reporting service, which enables reports to include benchmark-based graphic illustrations that show the percentage change in value over a selected time period. The vendor claims the new facility is in response to the recent volatility in the markets in order to allow firms to view benchmark data in a clearer format.

Stephen Taylor, director of MBA Systems, explains: “There is a growing demand from both private and institutional investors to receive performance details relating to their investments. This new portfolio performance facility enables investment managers to show their clients not only how the value of their portfolios has changed over time, but also helps them to appreciate the relative performance of their investments in relation to the wider industry sector.”

The benchmark measure used is calculated from various market indices, such as the FTSE 100, in a combination to emulate the composition of a portfolio. In this way, portfolios are given different benchmarks to reflect the type of assets they contain. Comparison between a portfolio’s performance and its given benchmark is illustrated on a graph contained within the report.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: End-to-End Lineage for Financial Services: The Missing Link for Both Compliance and AI Readiness

8 October 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes The importance of complete robust end-to-end data lineage in financial services and capital markets cannot be overstated. Without the ability to trace and verify data across its lifecycle, many critical workflows – from trade reconciliation to risk management – cannot be...

BLOG

Bloomberg Debuts Real-Time Events Data Feed

Bloomberg has broken new ground with the release of its Real-time Events Data solution, which it says will help financial institutions make better decisions faster, based on the most accurate and timely information. The US financial data and technology behemoth has leveraged its real-time streaming API connectivity to provide subscribing clients with data from earnings...

EVENT

Data Management Summit London

Now in its 16th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...