Industry Research Reports and Market Analysis at MindBranch.com
  

Personalized Performance Reporting for Investors: A Compelling Story Requires a Complex Environment

Product Type: Market Research Report
Published by: TowerGroup
Published: July 2005
Product Code: R301-909
Description
This TowerGroup Research Note discusses the drivers in retail investing that are leading to double-digit increases in spending on personalized performance reporting. The process of performance measurement and reporting is described, and the many challenges are discussed.
Table of Contents
TowerGroup Take-Aways




Report Coverage




Background




Why "Personalize" Performance Reporting?


Exhibit 1: Number of CFA and CIMA Professionals (1994-2004)




Performance IT Spending


Exhibit 2: US Retail Investing IT Spend for Personalized Performance Measurement and Reporting (2003-09)




Process Flow and Industry Best Practices


Exhibit 3: Personalized Performance Supported by Complex Environment for Inputs and Outputs


Consolidating Customer Data

Integrating Third-Party Data

Calculating Performance and Risk


Exhibit 4: Performance Calculation Engine Requires a High Degree of Flexibility


Segmenting and Formatting Output

Time-Weighted Versus Dollar-Weighted Calculations




Challenges and Future Opportunities




Summary
Ordering and More Information
Price and Delivery Options


MindBranch has been the leading provider of industry and investment research from more than 550 independent research firms since 1992. With over 90,000 market research reports, MindBranch is your trusted source of competitive business intelligence.