Directory · Data and analytics
Performance and attribution
46 products carry this category. Categories are tags, so several of these also appear elsewhere.
What is meant by Performance and attribution?
Calculation of portfolio returns and decomposition of them into the decisions that produced them: allocation between sectors, selection within them, currency and timing effects.
Who uses Performance and attribution?
Performance teams; the output reaches clients and consultants.
What gets confused with Performance and attribution?
Risk analytics, and transaction cost analysis. See those entries.
What should you ask a vendor about Performance and attribution?
Ask which attribution methodology is implemented and whether it reconciles to the accounting return exactly. Small unexplained residuals become large arguments.
This definition is Buyside Fintech’s own editorial work, not a vendor’s. The products listed below carry the sources we read.
Performance and attribution products
46 PRODUCTS
AddeparAddeparMulti-asset portfolio management, aggregation and reporting platform used by family offices, wealth managers and institutional allocators.AMINDIS Performance AttributionAMINDISAttribution engine supporting Brinson, Brinson-Fachler, Muriera-Sierra and Campisi models plus ESG and carbon attribution, with an integrated GIPS composite module.ArcanaArcana AnalyticsPortfolio intelligence for hedge funds combining a core factor model, thematic and intraday live risk, crowding and concentration analysis.AladdinBlackRockEnterprise risk, portfolio management and trading platform used across asset managers, pensions and insurers.Bloomberg PORTBloombergPortfolio and risk analytics function on the Bloomberg Terminal, widely used for return attribution against benchmarks.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.Eagle PerformanceBNYPerformance measurement engine within the former Eagle Investment Systems suite, now marketed as BNY Eagle data and analytics solutions.Clearwater Investment Accounting PlatformClearwater AnalyticsDaily multi-basis, multi-currency accounting book of record producing GAAP, STAT, IFRS and tax bases at once, with NAV and stakeholder reporting.Clearwater 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.Factor Risk LensClearwater AnalyticsFactor risk decomposition for portfolio managers and traders, launched alongside Factor Analytics for CIOs and risk leaders.Fund AnalyticsClearwater AnalyticsLaunched 17 June 2026 for investors in private funds; it extracts and validates data from GP reports first, then runs performance measurement, peer benchmarking against a shared Fund Master dataset, look-through portfolio monitoring and liquidity forecasting on it.CloudAttributionCloudAttribution LtdIndependent cloud-delivered performance attribution for fixed income, multi-asset and equity portfolios; also has a Chicago office.PARisConfluence TechnologiesPortfolio analytics and reporting system used by institutional investors and investment consultants, listed alongside Revolution and Style Analytics.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.Style AnalyticsConfluence TechnologiesHoldings-based factor exposure and style analysis used by managers, asset owners and investment consultants.Unity Financial ReportingConfluence TechnologiesInstitutional, retail fund and portfolio reporting plus visual marketing documents, sold alongside Unity Performance, Revolution and Style Analytics.EssentiaEssentia AnalyticsBehavioral decision analytics for active portfolio managers, positioned as a complement to classical Brinson attribution by attributing return to manager decisions.FactSet Portfolio AnalyticsFactSetCombines risk analysis, exposure monitoring, scenario analysis and more than ten attribution models in one platform.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.FactSet 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.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.Gyre HubGyre ResearchPortfolio analytics platform covering portfolio management and construction, back testing, performance, risk, compliance, reconciliation, portfolio accounting, ESG and tax.CobaltHamilton LanePrivate markets research, diligence, portfolio construction and monitoring platform; Hamilton Lane's own site lists Cobalt LP and iLevel as client portal options.Investment MetricsInvestment MetricsPortfolio analytics, reporting and peer data for institutional investors and advisors.Kiski PlatformKiski GroupRisk decomposition, scenario analysis and stress testing aimed at independent managers, allocators and family offices.Sesame OneLandytechMulti-asset portfolio management, analytics and automated reporting for family offices, private banks and asset managers, fed by 500+ custodian connections.Limina IMSLiminaCloud-native investment management system whose order management sits alongside portfolio management, compliance and operations; Arcesium announced the acquisition on 2 February 2026.MPI 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.Morningstar DirectMorningstarSoftware platform giving professional investment managers data and analytics to build products and portfolios.BarraOneMSCIMulti-asset factor risk and return attribution across public and private assets, built on the Barra models.Omega PointOmega Point ResearchFactor, theme, macro and crowding analysis layered over third-party risk models from MSCI, FactSet and S&P Global.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 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.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.Capital 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.RidgelineRidgelineCloud platform with order management, electronic trading, compliance, accounting and client reporting in one system; recently rebranded from ridgelineapps.com to ridgeline.ai.Investment Operations OutsourcingSEIFull middle-office platform covering trade support, investment accounting, performance and risk, client reporting and billing.SEI 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.Axioma Portfolio AnalyticsSimCorpAxioma portfolio construction, risk and attribution tools run inside the SimCorp One platform alongside SimCorp Dimension.Axioma RiskSimCorpCloud-native, API-first multi-asset portfolio risk system giving one consistent view of risk across a firm.SimCorp OneSimCorpFront-to-back investment management platform used by large institutional managers, insurers and pensions.SolovisSolovisMulti-asset analytics for allocators with bottom-up multi-factor risk exposures, historical scenario analysis and stress testing.SS&C GenevaSS&C TechnologiesInstitutional multi-asset investment accounting platform that comparison sites position as an alternative for partnership accounting and allocation work.SS&C SylvanSS&C TechnologiesPerformance measurement and attribution system with over 20 attribution methods, TWRR/IRR calculation and GIPS composite monitoring.Vidrio 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.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.