Thomson Reuters

Thomson PORTIA Perform

Thomson Financial is pleased to announce the release of our global performance measurement and risk reporting tool, Thomson PORTIA Perform!

PORTIA Perform provides unparalleled flexibility, which allows you to more efficiently measure the performance of your assets and investment decisions, and in turn present that information to management and clients. Take advantage of the following benefits offered by PORTIA Perform:

Accurate performance measurement for any period analysis
Multi-currency based performance analysis down to the security-level
Flexible segmentation analysis on the fly · Support for AIMR/GIPS compliance
Comprehensive and flexible reporting for the communication of performance results internally and externally
Comprehensive support for composite set up and maintenance
Open architecture for integration with data providers and back end systems
Out of the box integration with PORTIA that supports essential customization to support the needs of your organization

Thomson PORTIA is very grateful to the five clients who served as early adopters of PORTIA Perform by actively participating in activities such as specification reviews, alpha and beta testing. We thank them for their time and commitment to these efforts, which have allowed us to ensure that PORTIA Perform is a high quality and functionally rich product.

We are very excited about the release of PORTIA Perform and are confident in its ability to reliably support your performance measurement needs. For a complete overview of PORTIA Perform, including information about the technology, performance measurement and reporting capabilities, we encourage you to click through to the fact sheets found on this site:

For additional information about PORTIA Perform or any of Thomson PORTIA's services, please contact your Account Manager.

PORTIA Perform provides Scalability

Did you know that PORTIA Perform can improve your Performance run times and reduce the processing load within PORTIA? Thomson's new performance measurement system was designed to meet all the needs of our core PORTIA customer base yet handle the rigorous data volumes of a retail customer, who are often managing over 1 million portfolios. PORTIA Perform's "out of the box" integration with PORTIA allows our customers to see immediate results.

For more information on the latest release of PORTIA Perform please contact your Account Manager.

Version Updates

Now Available PORTIA Perform 2.0!

Delivering significant new functionality including attribution and after tax performance

Thomson Financial is excited to announce the release of PORTIA Perform V2.0 which offers a single, robust solution to performance, attribution and risk measurement.