Barra Enterprise Performance
Delivering accuracy, speed and flexibility to daily performance analysis.

NEW Version 5.0 Released September 2005

Version 5.0 includes the following new enhancements:
	A new fixed income attribution model with (4) components: Term Structure Return, Spread Return, Timing, and Currency
	A nested attribution framework allowing you to measure the impact of each level in a hierarchical investment process
	Automatic management of index memberships and holdings classification, greatly facilitating your data management
	Improved processing speed that allows you to handle today’s large data requirements and data intensive reports

Asset managers today acknowledge that performance attribution based on daily transactions is more accurate. Accuracy is critical because investment managers' success and fees are determined by fund performance. AIMR® advocates incorporating intra-day cash flows into portfolio valuation and will require it for Global Investment Performance Standards (GIPS®) compliance. As a result, more and more institutional investors are demanding performance analysis based on daily calculations.

However, daily performance has proven impractical for most firms. The enormous data requirement, often 20 to 30 times more than monthly valuation, dramatically slows the reporting cycle. The resulting delays in performance reporting frustrate clients and diminish the value of analysis.

Barra Enterprise Performance offers a superior solution that addresses the central concerns of performance analysis and reporting: accuracy, speed and flexibility. It combines unparalleled processing power with leading calculation methods to measure and attribute multi-currency portfolios using daily data. It delivers a complete performance solution by integrating:
	Daily performance measurement
	Daily performance attribution
	Ex post risk analysis
	Composite calculations
	Custom index calculations
	Daily security data management

How much error is in your performance attribution?

As a result, your company can enjoy enhanced productivity and investment insights firm-wide.

Barra Enterprise Performance allows you to:
	Analyze equity and fixed income portfolios in one system
	Provide accurate and reliable daily measurement and attribution
	Produce reports 30 to 1000 times faster than competing systems
	Build custom indices and benchmarks in seconds
	Perform ad hoc analysis using Excel add-ins
	Create reports on the fly with Word or Excel