The Next Generation in Portfolio Management and Accounting webcast video

Portfolio Management

Real time processing, real time accuracy.

From transaction entry to accounting, portfolio management reporting and performance measurement, your innovative Eagle solution offers end-to-end processing on a single platform. Powerful performance and attribution tools can give you a clearer view of how your portfolios are doing and why. With Eagle, you also have the ability to roll up your portfolios to get a better sense of your firm’s overall performance as well as its exposures.

Reporting that’s relevant. Make your data more meaningful to you and your clients with a library of flexible and innovative reporting tools. Whether you manage global fixed income or domestic equities, currency overlays or complex derivatives, Eagle’s powerful solutions can help you organize your information and use it to create an array of reports for use in and outside of your organization—faster and more accurately than your old spreadsheets or disparate systems. Manage your assets more efficiently with Eagle’s powerful portfolio management solutions.

Reporting that’s versatile. Now you can define reference data according to your desired criteria, and organize your data based on your organization’s requirements. Meet the unique ways that portfolio managers or clients want to see their reports by classifying the same investment in different ways using industry standard classifications such as GICS® or create any number of your own proprietary classifications. You can also create custom groupings and user-defined breakpoints, using security attributes and analytical groupings such as yield, duration and coupon band. Because you can view your portfolio in different ways, based on the attributes you select, you can do more with your data, including:

  • Create exposure and compliance reports
  • Report on asset management mandates
  • Create up-to-date and granular asset mix reports
  • Export data into reports with graphical or tabular formats


And if you’re not quite ready to abandon your spreadsheets, you can still use Eagle’s innovative software as your reliable data source and reference point to feed your spreadsheets with clean, consistent data.

However you choose to use it, Eagle’s Portfolio Management solution can help make sense of your data, and put it to work for you in more efficient ways, so you can make better investment decisions.
 

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Eagle Investment Systems - Single Platform Processing solution for Portfolio Management
data management,investment accounting,performance measurement,portfolio management, exposure
From transaction entry to accounting, portfolio management reporting and performance measurement, your innovative Eagle solution offers end-to-end processing on a single platform.