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Easy ROR Pro™
Deliver GIPS® Compliance1
with Portfolio Time-Weighted Rate Of Return
Accurately calculate Time-Weighted Rate of Return (TWRR) for
any investment portfolio (or composite group of portfolios) using simple external cash flows. Easy ROR Pro uses GIPS
methodology to provide accurate results meeting professional standards, and adds
benchmarking, charting, volatility, and risk/reward analysis. Give your
practice a competitive edge by offering GIPS-compliance and professional reports.
- Internal (money-weighted) and Time-Weighted Portfolio Rate of Return from only balances, deposits and withdrawals.
No need to track internal
positions, trades, transfers, dividends, etc... saves you hours of time and reduces errors.
- GIPS methodology as
described in CFA Institute standards
provides accurate, professional results
and helps you become GIPS-compliant.
- Portfolio Benchmarking
provides both raw and "as-invested" comparison of your returns with indexes or
your custom-made benchmarks, downloaded automatically.2
- Graph portfolio
cash flow and performance
alongside
market indexes or personally designed benchmarks.
- Portfolio Risk/Reward Analysis
provides essential insight into
performance with metrics like Volatility, Beta, R-squared, and Sharpe Ratio.
- Create a variety of
flexible reports,
before or after taxes or fees, with periodic and annualized Rate of Return.
- Track many portfolios and
calculate Composite ROR
using GIPS-approved methods, with
asset weighting, asset-plus-cash-flow weighting, geometric linking, and dispersion.
Professional Results from Only
Balances, Deposits and Withdrawals.
Calculate accurate rate of return for single or composite portfolios over any time period. Returns can be reported both before
or after tax, and gross or net of fees. No complex record-keeping, no constant updating;
internal trades and positions don't need to be tracked. Reports can be produced between any two balance dates, or for monthly, quarterly or annual periods, showing both individual and cumulative period results.
Use GIPS Time-Weighted ROR calculation methods,
including Daily
Valuation and geometrically-linked IRR or Modified Dietz, as well as calculation of composite performance and dispersion for portfolio groups using asset-weighted, asset-plus-cash-flow,
or aggregate methods.
The global standard for performance reporting.
GIPS®
is the recognized reporting standard administered by the CFA Institute. If you're a professional,
offering GIPS-compliant performance gives you a significant competitive
advantage. In fact,
prospective clients will increasingly expect your practice to be GIPS-compliant
in the coming years. Easy ROR Pro provides necessary methods to meet the 2011 standards.1
Compare performance to tailored benchmarks.
Easy ROR Pro provides both raw and "as-invested" comparison of investment returns with your choice of indexes,
or your own tailored benchmarks blending any indexes or securities. Easy ROR Pro will automatically download and calculate benchmark rate of return
over the applicable periods on reports.
Measure portfolio risk/reward
for your clients using revealing
metrics like Beta, Volatility, R-Squared and Sharpe Ratio.
Flexible reporting features
allow you to
show your clients exactly what they need to see, along with graphs of portfolio
performance alongside benchmarks or alongside balance and cash
flow.
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 Both easy and easier to use
than a competing piece of software we’ve recommended in the past, [CapTools] PFROI."
Unique, powerful, and elegant."
Robert Foretich, President IIMC
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SCREENS
GRAPHS
REPORTS
MANUALS
