Specialist Vendors of Investment Performance Attribution

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23 January 2004


Boston, MA, USA January 23, 2004

In a new report, " ," Celent compares eleven applications offered by leading investment performance attribution vendors in the U.S. and Europe. This report is a companion to Celents earlier report, "The Science and Art of Performance Attribution for Investing, Servicing & Marketing," which provides market overview trends.

There are three types of investment performance attribution providers on the market today: portfolio management systems, performance specialists and analytics specialists.

This report focuses on the performance specialists and compares their solutions features and functionalities. A future report will cover the performance attribution modules of portfolio management systems. Although all the categories compete with one another, the segmentation will help financial institutions understand the large number of providers with full and detailed coverage.

"In 2004, vendors will launch new releases that completely upgrade system architecture and broaden functionality," says

Denise Valentine, Celent analyst and author of the report. "Vendors will focus their attention on financial institutions."

The following vendors were included in the study: Barra, Base-Two Investment Management Systems, FactSet Research Systems, Russell/Mellon Analytical Services, ReveleusA Division of i-flex Solutions, StatPro, Thomson Vestek, Wilshire Associates, Strategic Asset Management Solutions, and two fixed income specialists, CMS Bond Edge and The Yield Book.

A is available online.

of Celent Communications' Retail Securities & Investments and Institutional Securities & Investments research services can download the report electronically by clicking on the icon to the left. Non-members should contact for more information.

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Capital Markets, Wealth Management
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Capital Markets
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Asia-Pacific, EMEA, LATAM, North America