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Linking All Averages

For PMAR X Conference 2012--Andre Mirabelli, Ph.D.-- Presentation on the linking of all averages
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Getting “Performance Attribution”

First Rate 2014 Performance Conference: Solutions through Integration--Andre Mirabelli, Ph.D.-- Presentation on understanding Performance & Attribution Systems
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The Structure And Visualization Of Performance Attribution

The Journal of Performance Measurement--Andre Mirabelli, Ph.D.--This paper presents a simply additive, yet formally exact, approach to multi-period performance attribution. It also introduces a visual representation, which makes this new approach and its relationship to prior approaches intuitively clear.
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The Annualization Of Attribution

For Carl Bacon's Advanced Portfolio Attribution Analysis--Andre Mirabelli, Ph.D.--Annualization is necessary whenever one needs a temporally intensive property that can be used to compare the values of a temporally extensive property describing periods of different duration...
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The Annualization Of An Active Return

For FRA's Crash Course in Attribution--Andre Mirabelli, Ph.D.-- Presentation on the Annualization of an Active Return
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Decomposition Versus Decision-Evaluation

Opturo--Andre Mirabelli, Ph.D.-- Modeling is more than a mathematical exercise. Its proper intent is to provide insight into the actual structure of the system being addressed. This requires more care then is typically exercised in the construction of models evaluating the amount to be attributed to each decision that contributes to a fund‚Äôs active return…
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Net-Of-Fee Performance Calculations

Written by the CFA Society NY’s Performance & Risk Analytics Committee--Krista Harvey, CFA, CIPM , Andre Mirabelli, Ph.D.-- This paper is intended to help investment professionals by articulating common and acceptable industry practices as they relate to the calculation of timeweighted returns for a portfolio of investments on a net-of-fee basis...
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Portfolio Net Of Fee Performance

NYSSA Performance & Risk Analytics Committee--Krista Harvey, CFA, CIPM - TIAA, Andre Mirabelli, Ph.D. - Opturo -- Presentation on paper for Net-of-Fee Performance Calculations
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Opturo Announces U.s. Patent For Its Application Building Technology

Opturo, a leading provider of investment analytics and data management solutions, announced the issuance of U.S. Patent No. 11,681,504, for the code-free Application Building product within its Investment Analytics & Data Management Platform.
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First Rate Announces Partnership With Opturo

This unique partnership combines institutional level analytics and operational efficiency with industry-leading performance capabilities, allowing for an unmatched integration of advanced analytics and white glove managed services.
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Global Asp Asset Management Solutions Announces A Collaboration With Opturo Inc.

GLOBAL ASP ASSET MANAGEMENT SOLUTIONS (A MEMBER OF THE EBS INTERNATIONAL GROUP) ANNOUNCES A COLLABORATION WITH OPTURO INC. TO PROVIDE ADVANCED ANALYTICS AND A SUITE OF OPERATIONAL EFFICIENCY TOOLS TO ENHANCE SOUTH AFRICAN INVESTMENT FUND ADMINISTRATION CAPABILITIES.
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Investics And Opturo Partner To Provide Performance Measurement Services To Institutional Investors

Investics Data Services Company, Inc. and Opturo, Inc. have entered into an arrangement for Investics to utilize Opturo‚Äôs performance measurement and data management capabilities (ODIN and VIA) in the Investics Cloud Ecosystem (ICE)¬©. These next generational capabilities provide for maximum flexibility to instantly calculate in real time a truly customized risk and return service, accommodating…
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Trust Depends On Authentic Communication

White paper attached “Authentic by Opturo.”
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A Bi-Weekly Challenge From Andre Mirabelli & Opturo:

How does an attribution modeler address the following challenge?
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Launch Of Says Application Builder

Today, Opturo has launched SAYS Application Builder. This Platform offers any industry a robust coding-free framework, enabling users to quickly source data from multiple sources in native format, design the middleware and UI to create and host the Application of their choice.Take a look at our use cases in finance and healthcare.
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The Limited Efficacy Of Elementary Brinson Attribution

Read Dr. Andre Mirabelli's explanation of the limitations of Elementary Brinson Attribution. An Excel example can be found above.
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The Limited Efficacy Of Elementary Brinson Attribution Example

An Excel example for Dr. Andre Mirabelli's explanation of the limitations of Elementary Brinson Attribution.
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Hybrid Dietz

Read about our Hybrid Dietz functionality explained by Dr. Andre Mirabelli.
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Reliably Actionable Investment Analysis Of Yourself

Opturo provides the best of breed analysis of the impact of each of the actual decisions that created investment results.
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The Impact Of Precision

Read how if your system doesn't use enough significant figures, it will produce incorrect results.
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Opturo Launches Enterprise Data Governance Platform

Opturo launches Enterprise Data Governance, a Bolt-On platform to define policies and rules in real-time across the entire enterprise to securely access and protect sensitive data
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Opturo’s Proprietary Irr Engine Excel Examples

Download the Excel spreadsheet that illustrates the issues with Excel's XIRR.
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Opturo’s Proprietary Irr Engine Memo

Read how Opturo's proprietary IRR engine fixes the issues found in traditional IRR calculations like Excel's XIRR function.
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Opturo Launches Robust, Powerful Workflow Management Tool

Opturo launches workflow management tool for batching & monitoring series of processes using an easy to use administration console.
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Opturo Partners With Exchange Data International To Offer Firms Cost-Effective Robust Investment Analytics

Opturo Integrates EDI's Extensive Data Sets With Opturo's Enterprise And Turnkey Solutions To Offer Pay As You Go Portfolio Analysis System
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Evaluating A Pm By The Steady Success Of Each Kind Of Decision That The Pm Controlled

For 4th Annual Performance And Risk Forum--Andre Mirabelli, Ph.D.-- Presentation on Evaluating A PM By the Steady Success Of Each Kind of Decision That the PM Controlled
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Hiring And Firing Managers: 4Th Annual Performance And Risk Forum

Video related to the powerpoint - Evaluating a PM by the Steady Success of Each Kind of Decision that the PM Controlled
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Challenges Building A Performance & Attribution Application

Opturo--Andre Mirabelli, Ph.D.-- Building a robust ex post Performance and Attribution system involves a number of difficult challenges. It requires careful attention to a number of particular considerations and their convoluted interactions in order to consistently provide economically meaningful results, and not formally motivated calculations that are hidden behind familiar sounding names.
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Opturo Launches Says Platform For Simple Turnkey Investment Analytics & Custom Applications

Sarasota, FL, May 13, 2019 (GLOBE NEWSWIRE) -- Opturo, Inc, an enterprise data management and analysis software provider of performance, attribution and risk analytics, announced the release of its new Software At Your Service‚Ñ¢ (SAYS) Platform; a PATENT PENDING versatile cache driven, cloud hosted platform which provides users with the tools to rapidly deploy Custom…
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Opturo Announces Multi-Language Reporting For Performance And Attribution, Risk And Gips Composite Management

Sarasota, FL, May 14, 2018 (GLOBE NEWSWIRE) -- Opturo, Inc, an enterprise data management software provider of performance, attribution, risk and GIPS composite analytics and reporting, today announced a significant new release to its platform, which adds multi-language analytics and reporting. Users may now select their preferred language to use within the platform, as well…
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Multi-Period Decision Attribution

Brinson Attribution was originally conceived as a single-period evaluation of the impact of sector effects vs. issue effects. Its development has moved along two dimensions. The first is its expansion to include multiperiod evaluations. The second is toward a clearer understanding of its purpose as an evaluation of controllable investment decisions.
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Opturo, Inc. Introduces “Odin”, A Completely Web-Based Performance, Attribution And Risk Solution

BOSTON--(BUSINESS WIRE)--Opturo, Inc., has created a new web-based deployment of its Investment Analytics software, which it calls ODIN. Users of ODIN have access to Opturo's wide range of performance, attribution and risk analytics with the portability, scalability and ease-of-use of the web.
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