Customised Australian and global after-tax benchmarking and analytics to improve investment manager performance
With our performance and attribution reporting, super funds are able to measure how well each manager performs against a given benchmark, which can be standardised to incorporate after-tax considerations. This improves transparency and accountability, enabling trustees of superannuation schemes to monitor the decision making processes of a range of fund managers on a level playing field.
Using complex methodology and multiple data sources to create an accurate measurement of portfolio value, the analytics:
As a result, portfolios are accurately valued against absolute returns and managers can be rated on consistent performance criteria.
Built using a robust rules-based calculation engine, GBST’s tax engine can handle any level of complexity regarding investment tax. This means that benchmark solutions can range from slight variations, to standard industry indices, to completely customised calculations.
Our after-tax calculations can be tailored to match the client profile, including the effect on the portfolio of:
GBST’s Quant capabilities have been added to expand the after-tax calculation services into global equities on the MSCI global index series, one of the largest provider of indices around the world.
GBST calculates after-tax benchmarks in accordance with Warakirri Asset Management’s proprietary after-tax methodology for their After-tax Performance Analytics Service.
Streamlined tax reporting with real-time collaboration between superannuation funds, investmentment trusts, custodians and tax advisers using our TaxIntell digital platform
Our Tax Analyser platform helps superannuation funds improve after-tax returns for members by optimising tax in the investment process