Performance Measurement and Client Reporting

Informa Investment Solutions has integrated its renowned Performer and Investment Scorecard client reporting and performance accounting systems to create the most comprehensive set of solutions in the industry.

We have been offering performance accounting and client reporting solutions for over 30 years, and our systems include best business practices and insights available. We understand that client reporting and performance accounting are of the most important competitive differentiators for wealth management organizations and we offer our clients the following:

  • Business Process Outsourcing – fully outsourced middle and back-office tasks related to client reporting and performance accounting, or the ability to maintain middle and back-office data maintenance in-house while using Informa’s system utilities.
  • Reporting – client reporting systems come with a world-class set of out-of-the-box report templates that can be branded and further customized for flexible report development. The ability to implement proprietary reports is also available.
  • Data Delivery and Enrichment - a suite of tools for wealth management professionals that covers every aspect of the wealth-management life cycle. Clients can leverage these tools or utilize raw data feeds.
  • Scope of Calculations – different levels of depth and choices with regards to calculation methodology, classification, computed business objects, analytics and level of internationalization.
  • Custody Interfaces – standard adapters to the most relevant custodians and processors.

Click here for an overview of our consolidated performance measurement capabilities.

CompSiteIQ enables investment management firms to create and maintain composites in compliance with the GIPS®. Whether working in conjunction with Informa’s performance measurement and client reporting solutions (Performer and Investment Scorecard), or integrated with other 3rd party systems, CompSiteIQ offers sophisticated composite building and monitoring options that exceed the limited functionality found in spreadsheets and other software packages. Learn More

Investment Scorecard is an outsourced performance measurement and client reporting solution for private wealth management organizations. Investment Scorecard provides impartial performance analysis, delivered in privately-labeled reports, and tailored to your firm's specifications. Learn More

Performer delivers wealth or asset management practices with performance measurement and client reporting capabilities to handle ever-changing data requirements, and the flexibility of truly customizable reporting. Performer empowers an organization to provide timely and focused reporting that answer the most astute client's changing needs and requests for customized reports. Learn More

Zephyr OnDEMAND (ZOD) Sales is an innovative, web-based reporting tool that allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location.

Learn More at Zephyr Associates' Zephyr OnDEMAND Sales page.