Eagle Investment Systems
     

 

 

 

 

 

 

Overview
Data Management
Portfolio Management
Performance Measurement
Information Delivery
Investment Accounting
Hosting/ASP
Industries Served

 

 

Solutions: Performance Measurement

Critical to your success is your ability to access accurate and timely portfolio information for improved decision-making and effectively communicating the how's and why's of a client's performance. Eagle’s performance solution enables you to remain agile and responsive to market, client and regulatory changes. Whether it’s a tactical or enterprise-wide solution, Eagle's performance solution addresses:

  • Portfolio Performance – calculates daily returns for investment portfolios and the securities within them, risk, and risk-adjusted returns, and validates the results with exception-based auditing tools.
  • Mutual Fund Performance – automates data collection and shareholder pre- and post-tax return calculation according to SEC and third-party distribution requirements.
  • AIMR-PPS®/GIPS® Composite Management – enables automated maintenance of performance data that complies with industry standards through the use of composite maintenance and measurement tools.
  • Performance Attribution – quantifies the impact of investment decisions resulting from asset allocation, security selection, and currency management decisions.
  • Analysis & Reporting – enables organizations to deploy ad hoc performance analysis capabilities, as well as develop client report packages, fact sheets, and other reports.

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