Canada's leader in asset servicing
Fund Analysis
Performance & Risk Analytics Fund Analysis is a customized performance measurement and reporting service that incorporates performance universes, appropriate indices and advanced analytics to analyse the performance and structure of an investment portfolio’s assets.
Performance & Risk Analytics Fund Analysis provides:
- A customized, quarterly hardcopy report that monitors and compares the investment fund’s performance against Mellon Analytical Solutions' performance universes and relevant indices.
- The ability to review investment strategies with detailed portfolio analytics, and compare characteristics with other managers and appropriate benchmarks.