PM Group - "A leading provider of independent performance measurement and attribution services for investment portfolios "

Composite Manager

PM Group's composite manager offers all the functionalities the market place expects with such a tool and it is compliant with the current standards (GIPS,SPPS,etc.). Extensive analyses are provided for composites as well as for their elements - the individual portfolios and carve-outs.

Below are some examples of typical composite reports:

Single portfolios/carveouts can be analyzed on a total return basis. We offer a wide range of reports which can be customized according to the client's specifications.

Below you wil find a typical sample report:

For further details please refer to our composite document available here

Attribution Analysis Suite Attribution and performance analysis is a complex and in-depth subject requiring intensive preparation and a precise focus on the specific knowledge of your audience. Without this you risk overtaxing your intended audience and losing your message. The PM Group's attribution suite addresses separate audiences with reports and visual graphics containing the appropriate degree of detail and complexity.... Read More

Management Process Information Analysis (MPI) To analyze complex products and processes such as Umbrella funds, funds driven by quantitative models, model portfolios underlying a series of related funds and master-funds the PM Group has developed a special attribution tool, the MPI analysis... Read More