Description

Introduction

The Performance Measurement and Reporting in Fiserv Aperio course is designed to help financial professionals and administrators leverage Aperio’s tools to monitor, measure, and report on portfolio and operational performance. Participants will learn to generate actionable insights through performance metrics, analytics, and reporting dashboards, enabling informed decision-making, regulatory compliance, and optimization of investment strategies.

Prerequisites

• Completion of Fiserv Aperio Fundamentals or equivalent experience

• Basic understanding of portfolio management, investment performance metrics, and financial reporting

• Familiarity with account management and workflow processes in Aperio

Table of Contents

1. Introduction to Performance Measurement in Aperio
 1.1 Importance of Monitoring Portfolio and Operational Performance
 1.2 Key Performance Metrics and Indicators
 1.3 Overview of Reporting Capabilities in Aperio

2. Data Sources and Analytics
 2.1 Identifying Relevant Data for Performance Measurement
 2.2 Data Collection, Validation, and Quality Assurance
 2.3 Using Analytics to Derive Insights

3. Portfolio Performance Measurement
 3.1 Tracking Portfolio Returns, Risk, and Benchmark Comparisons
 3.2 Evaluating Asset Allocation and Investment Strategy Effectiveness
 3.3 Performance Attribution and Analysis

4. Operational Performance Reporting
 4.1 Monitoring Account Management Workflows
 4.2 Identifying Bottlenecks and Efficiency Gaps
 4.3 Measuring Compliance and Regulatory Adherence

5. Reporting Tools in Aperio
 5.1 Creating Standard and Custom Reports
 5.2 Using Dashboards for Real-Time Monitoring
 5.3 Scheduling and Automating Reports

6. Compliance and Audit Reporting
 6.1 Generating Reports for Regulatory Requirements
 6.2 Audit Trails and Activity Logs
 6.3 Ensuring Data Accuracy and Transparency

7. Advanced Analytics and Visualization
 7.1 Using Graphs, Charts, and KPI Dashboards
 7.2 Scenario Analysis and What-If Simulations
 7.3 Data-Driven Decision Making

8. Integration with External Reporting Systems
 8.1 Exporting Data to BI Tools (e.g., Tableau, Power BI)
 8.2 Automating Data Feeds for External Analysis
 8.3 Enhancing Reporting Accuracy and Timeliness

9. Best Practices for Performance Measurement
 9.1 Standardizing Metrics and Reporting Formats
 9.2 Ensuring Timely and Relevant Reporting
 9.3 Continuous Improvement through Feedback

10. Case Studies and Practical Applications
 10.1 Lessons from Real-World Financial Institutions
 10.2 Performance Reporting Success Stories
 10.3 Optimizing Investment and Operational Strategies

The Performance Measurement and Reporting in Fiserv Aperio course enables participants to effectively track, analyze, and report on portfolio and operational performance. By mastering Aperio’s reporting and analytics capabilities, financial professionals can make informed decisions, ensure compliance, and optimize both investment and workflow outcomes.