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

Recorded Webinar: How to harness the power and potential of ownership data

The importance of ownership data has escalated over the past few years as financial institutions have acknowledged its potential. Key use cases include integrated risk assessment, which uses ownership data to help financial institutions gain a clear understanding of supplier and customer networks, and identify and mitigate risk. Equally significant is the use of ownership...

BLOG

Why ESG Data Is the Key to Connecting Next Generation Investors

By Marion Leslie, Head of Financial Information, Member of the Executive Board, and Executive Board Lead for Sustainability at SIX Group. Last year saw record inflows for ESG in passive investing, as $391 billion poured into ESG ETF assets, up nearly 100% from 2020 and ten times as much as in 2017, according to Statista research. There is...

EVENT

Data Management Summit London

Now in its 12th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore the evolution of data strategy and how to leverage data to drive compliance and business insight.

GUIDE

Regulatory Data Handbook 2022/2023 – Tenth Edition

Welcome to the tenth edition of A-Team Group’s Regulatory Data Handbook, a publication that has tracked new regulations, amendments, implementation and data management requirements as regulatory change has impacted global capital markets participants over the past 10 years. This edition of the handbook includes new regulations and highlights some of the major regulatory interventions challenging...