BUSINESS CAPABILITY - Performance Analysis
| Description | EN: Evaluates the performance of client portfolios against benchmarks and predefined objectives. This capability involves calculating returns, assessing risk-adjusted performance, and providing clients with regular reports to keep them informed about the progress of their investments. FR: Évalue la performance des portefeuilles des clients par rapport à des indices de référence et à des objectifs prédéfinis. Cette capacité implique de calculer les rendements, d'évaluer la performance ajustée au risque et de fournir aux clients des rapports réguliers pour les tenir informés de l'évolution de leurs investissements. |
|---|---|
| Name (FR) | Analyse de la performance |
| Classifying categories | 
Private Banking |
| Parent Capabilities | 
Portfolio Monitoring (from: 
Retail & Consumer Banking) |
| Parent Maps | 
Wealth Management Services (from:
Retail & Consumer Banking) |
| Packaging Library |
Retail & Consumer Banking |