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As client expectations rise and reporting requirements become more demanding, performance, automation, and scalability are more important than ever. This month, we have strengthened the core of the Performativ platform to deliver faster analytics, smoother rebalancing, and stronger operational efficiency.
Here’s what’s inside:
- Reengineering Portfolio Analytics: 2-3x Faster Metrics
- Expected Cash Flow in Rebalancing Module
- SFDR and PRIIPs Reporting, Fully Automated
- Customer Case Study
PLATFORM UPDATE
Reengineering Portfolio Analytics: 2-3x Faster Metrics
We have upgraded the Performativ Metrics engine to improve performance and scalability across large and complex portfolios.
By shifting from traditional sequential calculations to vectorized processing, large metric requests now execute 2–3x faster, with response times consistently staying below 500 milliseconds.
This upgrade means:
- Faster recalculations when adjusting time periods or benchmarks
- Improved performance across multi-entity and aggregated portfolios
- More consistent response times with fewer outliers
The result is smoother client interactions, stronger scalability, and an analytics foundation built to handle growing data demands.
FEATURE UPDATE
Expected Cash Flow in Rebalancing Module
The Expected Cash Flow feature in the Rebalancing module has been further improved.
In addition to what the feature already offers, you can now:
- Create multiple expected cash flows for the same portfolio
- Set cash flows to expire on a specific date
- Schedule cash flows for a future date
Rebalancing proposals will automatically respect these dates, ensuring expected cash flows are included only when relevant. This removes the need to manually add or remove adjustments and makes it easier to plan for larger inflows or outflows months in advance.
PARTNERSHIP
SFDR and PRIIPs Reporting, Fully Automated
Meeting SFDR and PRIIPs requirements does not need to be complex or resource heavy. Through our partnership with Qvonto, you can access a fully automated solution for SFDR, PAI, and PRIIPs reporting.
The solution enables:
- Automated population of regulatory documents with data, charts, and standardized text
- Advanced ESG analytics covering 200+ metrics
- Templates continuously updated to reflect regulatory changes
- Centralized document management with full audit trail
With the June 30 SFDR deadline approaching, now is the time to ensure reporting is accurate, efficient, and compliant.
CASE STUDY
Customer Case Study: Aktiv Invest Partner
As the business expanded and regulatory demands increased, Aktiv Invest Partner’s spreadsheet-based operational setup became a bottleneck to growth.
By implementing Performativ, the firm gained automated bank feeds, a centralized overview of portfolios and risk, and a platform flexible enough to integrate its own risk model.
The impact has been significant:
- Investment cost calculations reduced from ~80 hours to ~20 hours (with further reductions in sight)
- Consolidated portfolio and risk overview across clients
- More time allocated to advisory instead of administration
Today, Performativ supports Aktiv Invest Partner’s continued growth by combining operational efficiency with scalable infrastructure.
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