Every asset manager uses performance measurement and attribution to communicate results and understand performance drivers, but one size doesn’t fit all. Active investment managers especially benefit from deep performance analytics and meaningful attribution methods that go beyond the basics to fully understand what drives their returns, leading to actionable insights. They also help to present a clear picture of their value vs. passive investing alternatives and downward fee pressure.
In our latest Tech It Up podcast, performance solutions director Mark Elliott joins hosts Trent and Jasmin to discuss why deep performance and attribution capabilities are needed, and what those capabilities should be able to do.
Speakers
Mark Elliott
Guest Speaker | Director & Head of Performance and Attribution Solutions, SS&C Technologies
Mark Elliott is Director & Head of Performance and Attribution Solutions at SS&C Technologies and joined the firm in 2000. He currently has global responsibility for the Sylvan Performance and Attribution suite. Prior to joining SS&C, Mark held various positions in corporate finance and investment analysis. He holds an MBA from the University of Toronto and a Bachelor of Commerce from Carleton University.
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Trent Berry
Host | SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,
Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.