Financial Performance Analysis & Evaluation

GRETA provides advanced services associable with the assessment and analysis of financial performance achieved by a managed portfolio.

These techniques for measuring, evaluating and analyzing financial performance allow various applications in the financial world:

• allow the management and the staff responsible for evaluating it to control the investment process and to understand what were the winning choices that led to any added value from active management
• they highlight the negative components to change in a new investment process or the restructuring of an already active management
• they are useful for external investors who wish to select the funds in which to invest and subsequently evaluate the management and compliance of the latter with the previously declared investment policy
• the same tools used for ex-post evaluation can appropriately be adapted and used within an investment process to select the assets

The activities and services offered cover a vast spectrum and include, for example, the external evaluation of the investment process with a quantitative perspective and the analysis of past performance.