A portfolio's effectiveness cannot be measured by its return
number alone. Our consultants can determine the specific causes
for performance in a particular client portfolio by performing
a more complete, holdings based analysis of a portfolio through
our performance attribution system. Our consultants can actively
and independently monitor a particular investment manager
to ensure that a client's portfolio is being managed according
to a certain style or discipline. In addition, our consultants
can measure a portfolio's performance for a given time period
against a predetermined benchmark. A portfolio's composition
and performance can then be measured against that benchmark.
This provides a much better framework in which to evaluate
a manager's effectiveness. Yanni Partners can also provide
performance attribution reporting to clients on a quarterly
basis as a part of the negotiated fee arrangement.
