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Microgen Socrates - Performance analysis and attribution

Performance Measurement

The complete solution for performance measurement and attribution requirements.

Socrates is a performance analysis solution providing powerful insight on the investment process for some of the world's leading asset management organisations. The modular but scaleable approach suits any size of asset management firm, from single-site organisations to the largest global players. Improved efficiency and cost savings are realised immediately through fast-track adoption of the automated Socrates platform, with the benefits of detailed and accurate performance analysis for equity, fixed income and balanced funds.

Socrates is functionally rich technology that integrates seamlessly into an existing infrastructure. Socrates automates the calculation of performance and attribution analysis from receipt of data through calculation to report production. This enables organisations to calculate returns and attribution using their chosen strategies on a more frequent basis, achieving increased accuracy, whilst fitting with their investment processes.

Socrates delivers the latest detailed performance information immediately. This enables the Performance Team to concentrate on in-depth analysis, the Investment Team to identify the strengths and weaknesses of the investment process and supporting the drive of the Marketing Team to win new business by demonstrating how their investment strategies are adding value.

Benefits

• Flexible and extensible system to support complex instruments and sophisticated investment strategies
• Delivers scalability of analysis across portfolios, geographies and users
• Facilitates the creation and deployment of bespoke analysis and methodologies

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