Performance measurement and attribution
A skill of the kind “technical knowledge”, listed by 23 roles, 8 of them as critical.
Also described as
- benchmark comparison
- GIPS
- MWR
- performance attribution
- performance measurement
- performance reporting
- TWR
- benchmark
- returns analysis
Roles that need it
Where the weights come from
The weight is this skill's share of each role; the weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
Critical for
- Portfolio AnalystYour role
- Client Reporting AnalystYour role
- Performance & Attribution AnalystYour role
- Portfolio Manager AssistantYour role
- Fund Selection AnalystYour role
- Index & ETF AnalystYour role
- Investment Risk AnalystYour role
- Investment Product SpecialistYour role
Important for
- ESG Investment AnalystYour role
- Sustainable Finance AnalystYour role
Supporting in
- Transfer Agency AnalystYour role
- Fund AccountantYour role
- Private Banking AnalystYour role
- Depositary Oversight AnalystYour role
- Family Office AnalystYour role
- Investment Operations AnalystYour role
- Private Fund AdministratorYour role
- Reference & Security Master Data AnalystYour role
- Trade & Transaction Reporting AnalystYour role
- Securities Lending & Repo AnalystYour role
- IBOR & Investment Data AnalystYour role
- Fund Reporting AnalystYour role
- Paraplanner / Financial Planning AnalystYour role
Processes where it is used
- Portfolio and investment management