Introducing Optica Performance

Peer Data Screenshot

EXISTING PERFORMANCE REPORTING CLIENTS

  • If you are a performance reporting client we will contact you when it is time to transition you to the new online product
  • The client onboarding process will begin in 2016 and continue into 2017”

POTENTIAL PERFORMANCE REPORTING CLIENTS

  • If you are not already a client of CA’s performance reporting services and are interested in learning more, please contact us

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Benefits

Report on complex global portfolios, including public and private asset classes

Examine performance, allocations, market values and other portfolio characteristics over time

Analyze investment performance versus industry benchmarks

Access data online, via printed reports, or export to Excel to explore offline

Compare portfolio asset allocations against policy targets

Create, configure, and save customized reports

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