Performance Attribution: thinkFolio & CloudAttribution
Delivering Cloud-Native Performance Attribution for Fixed Income and Multi-Asset Portfolios Through the thinkFolio Decision Support Suite
Our thinkFolio investment management platform is integrated with CloudAttribution’s best-in-class performance attribution capabilities. The integration brings together thinkFolio's multi-asset decision support suite and CloudAttribution's cloud-native, flexible attribution models, technology and reporting for fixed income and multi-asset portfolio management.
Mutual clients of thinkFolio and CloudAttribution can access the performance attribution capabilities via their desktops and flexibly evaluate portfolio performance decomposition for a variety of cross-asset institutional investment strategies, including ESG.
CloudAttribution’s models and technology platform offer accuracy, flexibility and a short time to market for fixed income and multi-asset managers and asset owners. The platform simplifies the required data inputs while retaining a focus on quality, consistency and the necessary outputs. The result is a flexible, insightful suite of models which empower portfolio managers and performance teams to understand their performance results in greater depth and detail. The integration of CloudAttribution is part of thinkFolio’s strategy of increasing flexibility and interoperability by partnering with complementary providers across the investment lifecycle.
Key benefits of thinkFolio integration with CloudAttribution
Fixed-Income and Multi-Asset Expertise
Like thinkFolio, CloudAttribution has specific expertise in fixed income and multi-asset portfolio management. CloudAttribution’s models have been developed from the outset to address the unique attribution requirements of these investment strategies.
Cloud Native
CloudAttribution’s cloud-native design ensures a quick time to market and enables flexible handling of the most complex fixed-income and multi-asset attribution challenges.
Light Data Requirements & Innovative Approach
CloudAttribution offers significant efficiencies by leveraging data that is already available within the organization and by not imposing requirements to recalculate data that has already be signed off. This contrasts with the typically data-intensive requirements of fixed-income attribution. CloudAttribution’s returns-based approach means the analysis is highly accurate.
Front-office Focused
Both thinkFolio and CloudAttribution are dedicated to serving the front office. The latter's attribution capabilities are designed specifically to deliver key insights to portfolio managers. The analyses incorporate all assets and are aligned with the way portfolio managers manage their strategies.
Deployment Options for CloudAttribution Integration
Out-of-the-Box
- A plug-and-play service
- Integrated with the cloud-based thinkFolio managed service, with all integration / ETL layers transferable across thinkFolio clients
- Supports portfolio managers by delivering performance attribution insights into strategies and portfolios that are managed within thinkFolio
- Suitable for both existing and new clients of thinkFolio
Premium
- Fully customizable service
- Addresses front office, middle office and client deliverable use cases
- Sources analytics from thinkFolio and book-of-record data directly from client accounting platform or third-party outsourced provider
- Supports portfolio managers and performance teams looking to align functions and gain efficiencies
- Suitable for both existing and new clients of thinkFolio
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