Services

ISFA offers high quality performance measurement for institutional clients. Our core competence is the measurement of analyst’s performance for both the Buy- and Sell-side.

Analyst performance

Our analysis is based on the ISFA standard that is widely accepted amongst analyst associations throughout Europe and worldwide. Based on this standard we offer customised and flexible reporting that allows our clients to understand and analyse their performance and its sources. Click here for more info.

Performance Attribution

Furthermore we offer performance attribution of investment strategies. Based on a strategic asset allocation we perform benchmark-index based simulations to identify the sources of performance and help optimise strategies. Find our approach and sample reports here.

Consulting and Optimisation

We have developed powerful algorithms to help you optimise your portfolio based on expectations of return and risk. We offer support in setting up your strategic asset allocation and we carry out complete Asset Liability Analysis for banks and pension funds. Find a sample for an ALM report here.