Multi Asset Class Portfolio Attribution
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1 FactSet Multi Asset Class Portfolio Attribution Copyright 2013 FactSet Research Systems Inc. All rights reserved. Welcome + Today s event will last approximately 30 minutes + Audio is broadcast through your speakers, or you may join the teleconference + To ask a question, send a message to the presenters in the Q&A window + Technical issues will be addressed right away + Other questions will be answered at the end of the presentation Copyright 2013 FactSet Research Systems Inc. The content in this presentation may not be reproduced, downloaded, disseminated, published, or transferred in any form or by any means, except by obtaining the prior written permission of FactSet Research Systems Inc. Copyright 2013 FactSet Research Systems Inc. All rights reserved. 2 Emerging Ideas Webcast Series 1
2 FactSet Today s Agenda + What is the best way to analyze relative performance for a multi asset class portfolio? + Different asset types and investment processes require different attribution models to align the effects of the model with the investment decisions: + Single Asset Class Models + Equity attribution (Brinson Fachler) + Fixed income attribution + Risk based performance attribution + Multi Asset Class Models + Top down attribution + Balanced attribution + Macro attribution Copyright 2013 FactSet Research Systems Inc. All rights reserved. 3 Top Down Attribution Balanced Attribution Macro Attribution Summary Copyright 2013 FactSet Research Systems Inc. All rights reserved. 4 Emerging Ideas Webcast Series 2
3 FactSet Top Down Attribution + Top down attribution is based on a hierarchical set of investment decisions contributing to a portfolio s performance + Brinson Asset Allocation Effect + Compares every level of allocation decision against the total benchmark return + Top down Asset Allocation Effect + Treats each group of securities as a sleeve with it s own set of decisions that may be unrelated to the aggregate benchmark + Allocation decisions are evaluated relative to the sleeve or sub portfolio Copyright 2013 FactSet Research Systems Inc. All rights reserved. 5 Top Down Attribution + Using Brinson attribution, the overweight to Singapore would be considered a bad allocation decision: Copyright 2013 FactSet Research Systems Inc. All rights reserved. 6 Emerging Ideas Webcast Series 3
4 FactSet Top Down Attribution + Using a top down model, Singapore is instead compared against the Asia/Pacific sleeve + Relative to Asia/Pacific, Singapore outperformed and had a positive effect: Copyright 2013 FactSet Research Systems Inc. All rights reserved. 7 Top Down Attribution Balanced Attribution Macro Attribution Summary Copyright 2013 FactSet Research Systems Inc. All rights reserved. 8 Emerging Ideas Webcast Series 4
5 FactSet Balanced Portfolios + Portfolios exposed to equities, fixed income, cash + Full transparency into daily security level holdings and returns across all asset classes + What s the best attribution model to use? Copyright 2013 FactSet Research Systems Inc. All rights reserved. 9 Balanced Portfolio Investment Process + First decision belongs to the asset allocation team + Strategic asset allocation + Tactical deviations + Second decision belongs to each asset class team + Equity team + Fixed income team + Last decision belongs to the currency team + Currency hedges Copyright 2013 FactSet Research Systems Inc. All rights reserved. 10 Emerging Ideas Webcast Series 5
6 FactSet Finding a Model to Match the Investment Process + Run equity and fixed separate and merge together in Excel + Not one stop shopping + Not nested decision making + Top Down model + One stop shopping + Nested decision making + Fails to explain the performance of the fixed income assets in a relevant way + Fixed Income Model + Explains the performance of the fixed income assets in a relevant way + Not nested decision making + None of the models have a separate asset class allocation effect Copyright 2013 FactSet Research Systems Inc. All rights reserved. 11 Key Features of Balanced Attribution Model + Asset class allocation effect + Calculations based on nested decision making + Relevant attribution factors within each asset class + Example: Copyright 2013 FactSet Research Systems Inc. All rights reserved. 12 Emerging Ideas Webcast Series 6
7 FactSet Asset Allocation Team + Asset class weightings Copyright 2013 FactSet Research Systems Inc. All rights reserved. 13 Equity Team + Sector tilts + Stock picks Copyright 2013 FactSet Research Systems Inc. All rights reserved. 14 Emerging Ideas Webcast Series 7
8 FactSet Fixed Income Team + Duration tilt & curve positioning + Market tilts + Bond picks Copyright 2013 FactSet Research Systems Inc. All rights reserved. 15 Currency Team + Currency hedges Copyright 2013 FactSet Research Systems Inc. All rights reserved. 16 Emerging Ideas Webcast Series 8
9 FactSet Balanced Attribution Summary Total Asset Class Allocation Team Equity Team Fixed Income Team Currency Team + 47 bps + 58 bps 6bps + 20 bps 26 bps Copyright 2013 FactSet Research Systems Inc. All rights reserved. 17 Top Down Attribution Balanced Attribution Macro Attribution Summary Copyright 2013 FactSet Research Systems Inc. All rights reserved. 18 Emerging Ideas Webcast Series 9
10 FactSet Macro Attribution + Macro Attribution expands on the top down framework with an added layer designed for a manager of managers: + Manager Research Team + Asset Allocation Team + A passive benchmark is used to isolate the effect of pure asset class allocation decisions + Individual Managers are compared against their respective passive benchmarks to calculate: + Gross value add + The effect of individual manager fees on the overall portfolio + Value add net of those fees Copyright 2013 FactSet Research Systems Inc. All rights reserved. 19 The Macro Attribution Process + Macro Attribution will first look at the effect of each manager relative to their individual benchmark to quantify the effect of the Manager Research Team s decisions: Copyright 2013 FactSet Research Systems Inc. All rights reserved. 20 Emerging Ideas Webcast Series 10
11 FactSet The Macro Attribution Process + After quantifying the effect of the manager research team, the model analyzes asset allocation decisions by comparing the passive benchmark to the policy using the top down model: Copyright 2013 FactSet Research Systems Inc. All rights reserved. 21 Top Down Attribution Balanced Attribution Macro Attribution Summary Copyright 2013 FactSet Research Systems Inc. All rights reserved. 22 Emerging Ideas Webcast Series 11
12 FactSet Summary + Top Down Attribution + Primary decisions attributed to group level allocations + Balanced Attribution + Isolate effect of Asset Class and Fixed Income decisions independent of groupings + Macro Attribution + Individual managers selected independently from allocation decisions PRESENTATION FROM FACTSET RESEARCH SYSTEMS Copyright 2013 FactSet Research Systems Inc. All rights reserved. 23 Questions? To receive the latest FactSet Insight, subscribe by at For more information, sales@factset.com. Next in the Emerging Ideas webcast series: Q3 Earnings Season Preview October 8, Copyright 2013 FactSet Research Systems Inc. All rights reserved. 24 Emerging Ideas Webcast Series 12
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