Risk & Compliance·Capability hub

Performance & Attribution

Calculating returns and decomposing them into the decisions that produced them — allocation, selection, currency, fees.

What's shifting

From monthly pack to on-demand answers

Attribution disputes between PMs, sales and clients drive tooling change more than regulation does. The push is toward drillable numbers available on demand rather than a monthly pack.

Quick quiz

5 questions · anonymous
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How the work actually gets done

The top software vendors firms use here, and the features those tools actually ship.

Market landscape

26 vendors · 8 with profiles
LeaderEstablished, scaled incumbents.ChallengerMeaningful traction, gaining share.AIAI-native — built around LLMs / agents.DigitalDigitally native — app-first, no branches.

Also covers this

These platforms are catalogued elsewhere but ship performance & attribution as part of the product — worth seeing when you shortlist.

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