Tag: performance attribution

Nearly 30 years since its creation, the Investment Decision Process (IDP) model remains a cornerstone tool for asset owners seeking to understand how individual...

Attracted by the promise of higher returns compared to public markets, institutional investors and asset owners are steadily increasing their allocations to private assets....

The UK’s Local Government Pension Scheme (LGPS) is facing a fundamental shift, driven by sweeping pension reforms that promise to change the way its...

As more asset owners adopt centralised currency management strategies, the need to assess the effectiveness of currency overlay decisions has become increasingly important. A well-constructed currency attribution framework enables firms to quantify the value these decisions bring to a fund’s overall return.

As global markets continue to face volatility driven by shifting economic policies—including trade developments—asset owners are placing greater emphasis on understanding and mitigating currency risk.