Thomson Reuters PORTIA Perform

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

Thomson Reuters 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 Thomson Reuters 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 Thomson Reuters PORTIA that supports essential customization to support the needs of your organization

Thomson Reuters PORTIA is very grateful to the five clients who served as early adopters of Thomson Reuters 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 Thomson Reuters PORTIA Perform is a high quality and functionally rich product.

We are very excited about the release of Thomson Reuters PORTIA Perform and are confident in its ability to reliably support your performance measurement needs. For a complete overview of Thomson Reuters 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 Thomson Reuters PORTIA Perform or any of Thomson Reuters PORTIA's services, please contact your Account Manager.

Thomson Reuters PORTIA Perform provides Scalability

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

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

Version Updates

Now Available Thomson Reuters PORTIA Perform 2.0!

Delivering significant new functionality including attribution and after tax performance

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

Learn more about v2.0

Additonal Thomson Reuters PORTIA Perform Releases!

Learn more about v1.4

Learn more about v1.3

Learn more about v1.2

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