Performance Resources: Computation and Analysis

Sifting through pages of brokerage statements trying to calculate performance can be a daunting task. APRG has a wealth of tools and expertise available to remove that burden. We understand that accurate and prompt reporting of financial performance is an important aspect of obtaining and securing clients.

If your firm claims compliance with GIPS® and you’re working with a verification firm, APRG can provide a full data preparation and coordination service with your selected verification company. Instead of office staff taking time away from core responsibilities, APRG handles the liaison tasks and lets your business move forward during the verification process.

Hiring, training, and retaining employees to run your performance measurement functions can sometimes be a gamble. Your firm may find itself in a precarious situation when your long-term performance specialist leaves. By outsourcing your performance measurement requirements to APRG, you not only acquire professional performance measurement services, you also reduce operating costs normally allocated to employee benefits, training and equipment.

Dependent upon your portfolio management system and your network security policies, APRG utilizes remote connectivity with your computer system to verify the accuracy of your performance data and will promptly notify the appropriate employees of errors or non-compliance issues. Your company is issued periodic status reports which management can use to measure the value-added by APRG services.

APRG shares its expertise through numerous client conferences held around the country throughout the year. We also help client firms develop performance measurement training programs with specific needs in mind.

We provide confidence in more than just the numbers. Our analytical consulting services cover a broad array of performance related areas, including:

• Independent opinions on calculation methodology
• Performance measurement policy and process review and consultation
• Attribution and performance related metrics
• Operational risk assessments

This unique program is designed exclusively for investment managers who want access to institutional-level resources at small business prices. Our fixed-fee menu allows you to choose those services most suitable to you. To participate in this program, managers must meet the following criteria:

• Have less than $25,000,000 in assets under management
• Have fewer than 10 accounts
• Have fewer than 4 composites
• Have less than 4 years of historical track record data