Performa Snapshot
How is your investment manager managing? Founded in 1999, Performa Consultants UK provides software designed to help investment managers comply with Global Investment Performance Standards (GIPS) and other country-based standards. The company's PerformaGlobal software organizes compliance data, build benchmarks for performance, creates and schedules reports, and classifies portfolio and other data for easy analysis. Performa also offers consulting services designed to help investment managers achieve GIPS compliance without spending too much money. With clients in more than 20 countries, Performa has sold its software to ABN AMRO, Morley Group, and Schroders.
