Transparency & Accountability, at Every Step

Return attribution is part of the feedback loop of the portfolio management process, quantifying active decisions of portfolio managers, monitoring consistency, and informing senior management and clients. As a feedback mechanism, return attribution can be thought of as “backward looking” or ex post, meaning that it is used to evaluate the investment decisions for some historical time horizon. Return attribution allows us to look across a specific time horizon and identify which investment decisions have either added or detracted value from the portfolio, relative to its benchmark.

Learn how performance attribution reports can help you keep your investment manager accountable.