By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

HOW WE DO

Attribution Analysis

Kiski’s analytical dashboard showing sector performance & security selection with performance graphs, P&L decomposition, and various market index returns.

Attribution analysis is a critical tool for asset managers seeking to understand the drivers behind their portfolio's performance.

KPS’s Brinson Analysis offers a detailed examination of how investment decisions contribute to achieving above-benchmark returns. This analytical method helps in dissecting the impact of asset allocation and security selection on overall performance, providing clarity on what strategies are working and which ones need reevaluation.

The strength of Brinson Analysis within KPS lies in its precision and depth. Managers can pinpoint exactly how their decisions regarding sectors, regions, or specific securities have added value to their portfolios.

Select portfolio for
attribution analysis

Kiski’s financial dashboard login screen for a client with options for a fund capital and portfolio selection.

Pinpoint excess returns to sectors
positions or custom groups

A table from a financial analysis dashboard showing P&L decomposition with columns for return, market, and sector excess for various indices.

Examine allocation and selection
effects on excess performance

Line graph from a financial dashboard depicting sector performance & security selection with market, sector excess, security excess, and other categories.

Select portfolio for attribution analysis

Examine allocation and selection effects on excess performance

Pinpoint excess returns to sectors positions or custom groups

This insight is essential for validating investment strategies and communicating performance drivers to stakeholders.

Moreover, this analysis empowers managers to refine their investment approaches. By understanding the precise contribution of various decisions to performance, managers can replicate successful strategies and adjust underperforming ones.

Brinson Analysis on KPS thus serves as a foundational tool for continuous improvement and strategic alignment, ensuring that asset allocation and security selection are always contributing optimally to the fund’s goals.