Performance and attribution

AddeparAddeparMulti-asset portfolio management, aggregation and reporting platform used by family offices, wealth managers and institutional allocators.Combined OMS/PMS platforms Portfolio monitoring Client reporting+2AMINDIS Performance AttributionAMINDISAttribution engine supporting Brinson, Brinson-Fachler, Muriera-Sierra and Campisi models plus ESG and carbon attribution, with an integrated GIPS composite module.Performance and attribution ESG data ArcanaArcana AnalyticsPortfolio intelligence for hedge funds combining a core factor model, thematic and intraday live risk, crowding and concentration analysis.Risk analytics Performance and attribution Portfolio monitoring+1AladdinBlackRockEnterprise risk, portfolio management and trading platform used across asset managers, pensions and insurers.Combined OMS/PMS platforms Risk analytics Order management+2Bloomberg PORTBloombergPortfolio and risk analytics function on the Bloomberg Terminal, widely used for return attribution against benchmarks.Performance and attribution Risk analytics Market data MAC3 Multi-Asset Risk ModelsBloombergCross-asset factor risk model with over 3,000 factors, extended in 2026 to private equity, private credit, real estate and hedge funds.Risk analytics Performance and attribution Eagle PerformanceBNYPerformance measurement engine within the former Eagle Investment Systems suite, now marketed as BNY Eagle data and analytics solutions.Performance and attribution Portfolio accounting Data management ClearwaterClearwater AnalyticsInvestment accounting and reporting platform widely bought for its daily data aggregation and reconciliation, though the reconciliation page I tried was gone and the homepage did not describe it; the homepage does show Enfusion and Beacon now sold as Clearwater products.Reconciliation Portfolio accounting Performance and attribution+1Clearwater Accounting & ReportingClearwater AnalyticsSingle-instance multi-tenant cloud platform that consolidates investment and fund accounting with reconciled IBOR and ABOR.Portfolio accounting Fund accounting and NAV Reconciliation+2Clearwater Risk & PerformanceClearwater AnalyticsCloud performance and risk analytics delivered as a managed service on top of Clearwater's investment accounting book of record; Enfusion is now sold as Enfusion by Clearwater.Performance and attribution Portfolio accounting Risk analytics+1Factor Risk LensClearwater AnalyticsFactor risk decomposition for portfolio managers and traders, launched alongside Factor Analytics for CIOs and risk leaders.Risk analytics Performance and attribution CloudAttributionCloudAttribution LtdIndependent cloud-delivered performance attribution for fixed income, multi-asset and equity portfolios; also has a Chicago office.Performance and attribution PARisConfluence TechnologiesPortfolio analytics and reporting system used by institutional investors and investment consultants, listed alongside Revolution and Style Analytics.Performance and attribution Client reporting Revolution (including Revolution Composites)Confluence TechnologiesMulti-asset performance, attribution and risk analytics plus GIPS composite construction; this is the former StatPro Revolution product, acquired by Confluence in 2019.Performance and attribution Risk analytics Client reporting Style AnalyticsConfluence TechnologiesHoldings-based factor exposure and style analysis used by managers, asset owners and investment consultants.Risk analytics Performance and attribution Unity Financial ReportingConfluence TechnologiesInstitutional, retail fund and portfolio reporting plus visual marketing documents, sold alongside Unity Performance, Revolution and Style Analytics.Client reporting Regulatory reporting Performance and attribution EssentiaEssentia AnalyticsBehavioral decision analytics for active portfolio managers, positioned as a complement to classical Brinson attribution by attributing return to manager decisions.Performance and attribution Portfolio monitoring FactSet Portfolio AnalyticsFactSetCombines risk analysis, exposure monitoring, scenario analysis and more than ten attribution models in one platform.Risk analytics Performance and attribution Client reporting FactSetFactSet Research SystemsIntegrated workstation for real-time news, quotes, company analysis and portfolio analysis, formed in 2009 by merging the earlier DIRECTIONS, Marquee and IBCentral platforms.Market data Research management Performance and attribution+1FactSet B-One (Performance, Attribution and Composites Management)FactSet Research SystemsEnterprise performance measurement, attribution and GIPS composite management; also listed as a vendor in the official GIPS Standards service provider directory.Performance and attribution Risk analytics Client reporting First RateFirst Rate, Inc.Performance measurement, attribution, GIPS composites and client reporting for banks and wealth managers; the site names sub-brands First Rate Ventures, Vantage and Finantech but not a single product name for the core performance engine.Performance and attribution Client reporting Fee billing Gyre HubGyre ResearchPortfolio analytics platform covering portfolio management and construction, back testing, performance, risk, compliance, reconciliation, portfolio accounting, ESG and tax.Portfolio accounting Performance and attribution Risk analytics+5CobaltHamilton LanePrivate markets research, diligence, portfolio construction and monitoring platform; Hamilton Lane's own site lists Cobalt LP and iLevel as client portal options.Portfolio monitoring LP portals Performance and attribution Kiski PlatformKiski GroupRisk decomposition, scenario analysis and stress testing aimed at independent managers, allocators and family offices.Risk analytics Portfolio monitoring Performance and attribution Sesame OneLandytechMulti-asset portfolio management, analytics and automated reporting for family offices, private banks and asset managers, fed by 500+ custodian connections.Combined OMS/PMS platforms Portfolio monitoring Client reporting+3Limina IMSLiminaCloud-native investment management system whose order management sits alongside portfolio management, compliance and operations; Arcesium announced the acquisition on 2 February 2026.Order management Combined OMS/PMS platforms Pre-trade compliance+1MPI Stylus (Stylus Pro and Stylus Web)Markov Processes InternationalReturns-based style analysis and performance attribution used by allocators, consultants and fund selectors; also offices in London and Tokyo.Performance and attribution Risk analytics Portfolio monitoring Morningstar DirectMorningstarSoftware platform giving professional investment managers data and analytics to build products and portfolios.Market data Performance and attribution Research management+1BarraOneMSCIMulti-asset factor risk and return attribution across public and private assets, built on the Barra models.Risk analytics Performance and attribution Index and benchmark Omega PointOmega Point ResearchFactor, theme, macro and crowding analysis layered over third-party risk models from MSCI, FactSet and S&P Global.Risk analytics Performance and attribution Portfolio monitoring ODIN Platform and VICAPOpturo Inc.Performance, attribution and multi-currency GIPS composite management, sold both as the enterprise ODIN platform and the subscription SAYS platform.Performance and attribution Data management Client reporting Performance Measurement and Attribution (PEARL)Ortec FinancePerformance measurement and attribution is one of Ortec Finance's named solution lines, used heavily by pension funds and asset owners.Performance and attribution Risk analytics PerformativPerformativ ApSCloud-native wealth and asset management operating system that includes performance and attribution analysis; raised a $14m Series A led by Deutsche Boerse Group in 2026.Performance and attribution Combined OMS/PMS platforms Client reporting+1Capital Call, PCAP and IRR AutomationQuantium TechnologyAutomates capital call and distribution notices, partner capital account reporting, IRR and TVPI, and European and American waterfall models; operated by Round Square Pte Ltd.Capital calls and waterfalls Fund accounting and NAV Performance and attribution+1RidgelineRidgelineCloud platform with order management, electronic trading, compliance, accounting and client reporting in one system; recently rebranded from ridgelineapps.com to ridgeline.ai.Order management Combined OMS/PMS platforms Portfolio accounting+7SEI Novus (Novus Platform)SEIAttribution using Brinson and alpha/beta return decomposition against thousands of benchmarks, aimed at hedge funds and allocators; Novus was acquired by SEI in November 2021.Performance and attribution Portfolio monitoring Risk analytics Investment Operations OutsourcingSEI InvestmentsFull middle-office platform covering trade support, investment accounting, performance and risk, client reporting and billing.Managed services Portfolio accounting Performance and attribution+2SEI NovusSEI InvestmentsPortfolio intelligence for asset owners covering manager monitoring, exposures and attribution across public and private books.Risk analytics Portfolio monitoring Performance and attribution Axioma (attribution within SimCorp One)SimCorpAxioma portfolio construction, risk and attribution tools run inside the SimCorp One platform alongside SimCorp Dimension.Performance and attribution Risk analytics Combined OMS/PMS platforms+1Axioma RiskSimCorpCloud-native, API-first multi-asset portfolio risk system giving one consistent view of risk across a firm.Risk analytics Performance and attribution SimCorp OneSimCorpFront-to-back investment management platform used by large institutional managers, insurers and pensions.Order management Combined OMS/PMS platforms Portfolio accounting+5SolovisSolovisMulti-asset analytics for allocators with bottom-up multi-factor risk exposures, historical scenario analysis and stress testing.Risk analytics Portfolio monitoring Performance and attribution Advent GenevaSS&C TechnologiesMulti-asset portfolio and fund accounting system for alternative managers, with investor accounting and a full general ledger.Portfolio accounting Fund accounting and NAV Client reporting+1SS&C SylvanSS&C TechnologiesPerformance measurement and attribution system with over 20 attribution methods, TWRR/IRR calculation and GIPS composite monitoring.Performance and attribution Portfolio accounting Client reporting VidrioVidrio FinancialFront, middle and back office platform for allocators monitoring hedge fund, private equity, private credit and real estate manager exposures.Combined OMS/PMS platforms Portfolio monitoring Data management+5Vidrio PlatformVidrio FinancialTechnology-enabled service for allocators covering data aggregation and exposure analytics across hedge funds and private capital; the About page confirms the company but not the attribution module specifically.Performance and attribution Portfolio monitoring Managed services FT Wilshire Index SeriesWilshire IndexesUS and global equity benchmarks including the FT Wilshire 5000, style, factor, real estate, infrastructure and digital asset indexes, with a W+ Analytics tool for index customization and attribution.Index and benchmark Performance and attribution

Performance and attribution products