Performance
Delivering pertinent performance analysis to improve investment decisions
“LumRisk did a great job streamlining the data collection and consolidation for our regulatory reporting, including all underlying positions in over 100 funds.”
Portfolio Manager of an Insurance Company
Daily performance updates.
Historical performance analysis relative to benchmark, or relative to peers in the industry.
Comprehensive risk/return profiles comparing ex-post risk ratios as well as extensive risk statistics.
Aggregation across multiple dimensions (Asset classes, strategies, securities, sectors, countries, factors, etc.).
Performance attribution relative to a benchmark and a portfolio management system embedded in the solution.
Portfolio Performance
Fund Performance
Portfolio Management System
