Performance

Performance measurement is one of the most important parts of any investment management system. There are many ways where Harmony will improve your performance measurement and your performance reporting.

With Harmony, efficient performance reports can be easily generated on a daily, weekly, monthly, quarterly or annual basis. The types of reports generated in Harmony are vast, with over 400 reports currently available in its report catalogue.

Reports can be generated with performance broken down to portfolio, sector and security levels. All performance calculations are time-weighted and follow the Fabozzi calculation algorithms ensuring accuracy in the figures you rely on.

Your firm’s complete performance legacy information can be imported into the system and will not be affected by the new returns calculated in Harmony. Imported legacy data remains unchanged (as it was imported) and what has been reported to clients in the past will remain the same.

Tracking your performance against any number of indices and benchmarks is also made easy with Harmony, allowing for greater insight into your firms performance edge. You can upload the performance data of any major index and compare the return on any portfolio or group of portfolios against that benchmark.

Consolidated performance reporting is central to the performance measurement offered in Harmony. Users will be able to set up composite reports which can be automatically generated at their desired frequency.