Performance Attribution Modules of Portfolio Systems

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
19 July 2004


New York, NY, USA July 19, 2004

Celent projects that new spending for performance modules with attribution will total US$43.8 million for 2004, with an estimated annual growth rate of 8.1 percent for 20042007 in the North American and European markets.

In a new report entitled , Celent examines seven vendors in this space, looking at solution components, attribution methods and models, and solution flexibility. This report also explores the current major trends in the marketplace and identifies future trends.

"Portfolio systems will help drive the adoption of performance attribution because of solution merit and the ease of adding a module to the existing portfolio system. Adding a module is often an opportunity to negotiate pricing, and asset managers may obtain lower costs for the performance solution than by seeking a new technology provider. This combination of merit and ease is attractive to asset managers searching for ways to keep costs down, enhance investment performance, and improve client servicing," says

Denise Valentine, Celent analyst and author of the report.

Solution vendors profiled in the report are DST International, Eagle Investment Systems Corp., Financial Models Company Inc., INDATA, Integrated Decision Systems, SimCorp USA, and SunGard Investment Management Systems.

This report is part of a Celent series on investment performance attribution. See "The Science and Art of Performance Attribution for Investing, Servicing & Marketing," January 2004, for a detailed discussion of attribution trends, terms and usage, and "Specialist Vendors of Investment Performance Attribution," February 2004, which discusses vendor solutions that are not associated with a front-to-back portfolio system suite.


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.

Send mail to with questions or comments about this Web site.