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Check6 Wealth Blog

A puzzle for wealth managers on performance

Posted by NF Financial Analyst on Feb 22, 2019 3:18:04 PM
Problem: Performance Contribution is widely used to evaluate the contribution of an asset class’s return to the total return of a portfolio. It is an absolute analysis, while Attribution, on the other side, shows relative weighting and relative returns.

Think about this question. In a single period, the performance of an asset class is positive, but its performance contribution to the whole portfolio is negative. How could it happen?

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Topics: "wealth management", "wealth management reporting", data management, data analysis, mathematics, wealth advisors

The team behind Check6 Solutions: Introducing Perry Van Wesel

Posted by Shaina Laughlin on Oct 9, 2018 4:00:00 PM

In this series, each week I will post an item highlighting some of the Check6 team members "behind the curtain" of our technological solutions

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Topics: innovation, Check6 corporate culture, software engineering, software development, data management, data analysis, mathematics

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