PAM Performance and Attribution

Significantly Reduce the Cost of Analyzing Portfolio Performance

Now available in .NET technology, PAM Performance and Attribution powered by StatPro® enables the user to drill down into performance and attribution effects from portfolio through to security level. It provides managers and investors with key information on the investment decision-making process.

Due to the design flexibility and integrated models, PAM Performance and Attribution can decompose and analyze the investment process, thus providing real answers to both portfolio managers and investors. The new generation of PAM Performance and Attribution enhances user experience while significantly reducing the cost of analyzing portfolio performance.

Your Benefits

The new PAM Performance and Attribution series will enhance the overall user experience:
  • Improved Tree Structure creation and maintenance, provides users with users unlimited levels of analysis and mix of any attributes.
  • New Attribution models enable closer integration of the management process with performance analysis.
  • Segment and security results combine to enable the user to obtain all analytical answers in one place.
  • Use of new technologies provides more detailed level of performance.

PAM Performance and Attribution Highlights

  • Daily transaction-based performance analysis: PAM Performance and Attribution uses holdings and transaction data in order to calculate highly accurate returns.
  • Drill down easily in your performance: The flexibility of the new security classification system and tree structure enables you to drill down in your performance from portfolio to security with unlimited possibilities to aggregate by segment.
  • New .NET innovative architecture: The new architecture provides greater flexibility and usability.
  • Increase your production without increasing costs: PAM Performance and Attribution enables quicker calculations, even on very large databases
  • Multiple attribution models covering all investment processes: In order to meet your unique requirements, PAM Performance and Attribution comes with a variety of single and multi-currency attribution models, analyzing geometric and arithmetic excess returns.
PAM Performance

New Features

  • New analytics user interface using the latest technologies
  • Multi-level Fund of Fund analysis (transparency)
  • Multi-level Attribution Model introduced
  • New flexible trees: drill through results grid for all level of the analysis
  • Multi-threaded engine design
  • Powerful result storage
  • SQL 2005 technology

Check out related investment accounting solutions

Selected References




Insular Life

Princeton Financial Systems' experience in providing solutions for the insurance industry was a key factor in our decision. We selected PAM due to its superior accounting functionality and the efficiencies it will bring to our organization.
By automating the investment
and accounting process we will improve our operations and reduce costs.

Insular Life Press Release