Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a specific investment style or strategy.

Analyzing performance - uncovering the sources of returns relative to an index - requires detailed index performance data. However, without Advent Index Data, manually obtaining, reconciling, and loading index data is a complex operational challenge.

Why choose this solution

• Using Advent Index Data is the most efficient way to download S&P and Russell index data directly into APX.
• Index data enriches APX’s performance analytics functionality, allowing you to improve efficiency and accuracy.
• Flexible choices are available, depending on your needs: data from common indices; index data at industry sector level; index data at security level; and historical data based on timeframes you select.
• Streamline data management and operations workflows.