Evaluate your investment performance with a single data-centric standard
In today’s fast paced business environment, Eagle's Performance Measurement solution helps your business stay agile and responsive to seemingly constant market, client and regulatory changes.
As the leader in technology solutions for the financial services industry, Eagle’s proven data-centric model can help your organization achieve greater efficiency—without the added infrastructure costs. We’ve designed our suite of solutions to support your performance metrics—from tactical to enterprise-wide solutions. Eagle is dedicated to implementing and incorporating the best in class methodologies from all of your vendors to build a solution that suits your needs.
Clean, reliable data is the foundation of accurate performance analysis. Eagle’s pioneering data-centric hub approach integrates and consolidates data from across your organization and provides you with clean and reliable data that you can easily access for performance calculations. Eagle's Performance solution is a fully integrated suite, which provides complete consistency across multiple functions, including:
Portfolio Performance
Get more control over your data with Eagle’s exception-based auditing, performance risk and analysis tools. Eagle’s unique data hub model validates and translates data from your various systems, integrating accounting, performance and index data enabling you to make accurate and timely performance calculations.
Mutual Fund Performance
Leverage Eagle’s leading technology and workflow capabilities to improve the accuracy of your fund performance calculations. Speed your data collection, shareholder reporting and third-party distribution requirements. Eagle Mutual Fund Performance gives you the ability to configure rules-based calculation features to deliver customized information to your clients, while helping you meet SEC after-tax requirements.
GIPS® Composite Management
Automate your composite maintenance and stay audit-ready with Eagle’s web-based GIPS® solutions. Keep track of all the moving parts behind your composites, capture new and terminated accounts, and stay GIPS® compliant with Eagle.
Performance Attribution
Eagle Performance Attribution helps you communicate to your clients their portfolio’s performance by using your unique attribution methodology, investment approach, dynamic analysis and reporting needs. Eagle gives you the flexibility to analyze and drill down both standard and custom benchmark returns over multiple time periods. Eagle Performance Attribution lets you evaluate the impact of weighting and security selection decisions, including the ability to compare your portfolio to its respective indices on a daily basis.
Analysis and Reporting
The ability to provide accurate and current information about a portfolio’s performance is critical in today’s information-driven world. Eagle’s Performance suite comes with powerful analysis and reporting capabilities that enable you to create and deliver a full range of reports via email, Web, FTP, direct to printer and portal. Eagle’s drill down reporting and publishing tools let you review portfolio performance and evaluate data from a summary overview to a detailed, rigorous analysis, by filtering out securities dynamically or according to a predefined set of criteria.
Eagle continues to set the standard for the industry with its Performance Query Tool. The Query Tool gives you the ability to calculate and store portfolio performance returns by using either a predefined set of classification criteria (sector, country, industry, or security) or by dynamically reclassifying the securities to any grouping you prefer.
Download Eagle's Performance Measurement Brochure