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Eagle Performance from Eagle Investment Systems
Performance measurement, equity and fixed income attribution, flexible calculation methodologies, GIPS compliance, detailed reporting and visualization.
More about Eagle Investment Systems
Product analysis by function
Performance Attribution Systems for Portfolio Management
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
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Data Integration
(8 Yes /8 Known /10 Possible features)
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Multi-Source Data Ingestion Ability to import data from multiple custodians, fund administrators, market data vendors, and internal systems. |
Eagle Performance states support for data ingestion from multiple custodians and fund administrators. | |
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Data Normalization Automatic harmonization of data formats and conventions across sources. |
Website highlights normalization and standardization of data across sources as a product strength. | |
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Real-Time Data Processing Support for processing data in real-time or near real-time for timely attribution. |
Marketing material and third-party reviews reference real-time and near real-time data updates/processing. | |
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Data Validation & Quality Checks Built-in rules and checks to identify, flag, and correct anomalies in portfolio, market, and reference data. |
Product documentation and presentations confirm validation and data quality controls as standard functionality. | |
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Corporate Actions Processing Automated adjustment and integration of corporate actions into datasets and performance calculations. |
Website and factsheets specify support for automated corporate actions processing. | |
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Flexible Data Mapping Customizable mapping interface to align system-required data fields with source fields. |
Marketing literature mentions a flexible mapping interface for various data sources. | |
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Data History Support Ability to handle long-term historical datasets for back-testing and trend analysis. |
Historic data accommodation for long-term analysis and backtesting highlighted in use cases. | |
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Data Upload Speed Rate at which the system can upload data files. |
No information available | |
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Automated Data Refresh Frequency How often data feeds can be automatically refreshed. |
No information available | |
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API Availability Provision of APIs for data integration with other platforms. |
API availability for integration with enterprise and internal systems documented. |
Attribution Methodologies
(10 Yes /10 Known /12 Possible features)
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Multi-Level Attribution Analysis Support for total, top-down, bottom-up, Brinson, factor-based and hybrid attribution models. |
Supports multiple attribution methodologies, including Brinson, top-down, bottom-up, and factor-based analysis. | |
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Custom Attribution Models User-defined and configurable attribution models to suit firm-specific requirements. |
Eagle touts custom model creation/configuration for attribution as a selling point. | |
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Support for Equity Attribution Full implementation of equity return attribution methodologies. |
Product supports equity attribution as per feature lists and GIPS compliance focus. | |
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Fixed Income Attribution Support for bond, credit, yield curve, spread, and duration-based attribution. |
Supports fixed income attribution—explicitly listed on product page. | |
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Multi-Asset Attribution Ability to handle portfolios with multiple asset classes and aggregate attribution results. |
Multi-asset attribution support for complex portfolios is featured. | |
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Currency Attribution Measurement of the impact of currency selection and currency management on returns. |
Currency attribution is included for global portfolios. | |
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Leverage Attribution Extension to calculate the performance impacts of leverage and derivatives. |
Leverage and derivative impacts can be measured—listed as a product capability. | |
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Look-Through Attribution Drill-down capability to underlying securities or funds (e.g., ETFs, mutual funds). |
Look-through functionality for drill-down into sub-holdings (e.g., mutual funds, ETFs) is mentioned in technical papers. | |
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Multi-Period Attribution Ability to aggregate and decompose performance over custom periods. |
Multi-period attribution analysis is called out in factsheets. | |
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Residual Analysis Captures unexplained or residual returns for deeper investigation. |
No information available | |
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Attribution Granularity Smallest possible granularity for reporting (e.g., sector, region, security). |
No information available | |
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Turnover Attribution Measures impact of trading activity on performance. |
Turnover attribution is supported as per marketing material and documentation. |
Accuracy and Calculation Quality
(4 Yes /4 Known /9 Possible features)
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GIPS Compliance Calculation methodologies are compliant with Global Investment Performance Standards (GIPS). |
GIPS compliance is directly stated as a core feature. | |
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Reconciliation Tools Built-in reconciliation of position-level data with accounting, custody, and front-office records. |
Product offers reconciliation tools for alignment with accounting/custody. | |
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Audit Trail Complete logging of calculation steps and data changes for compliance and troubleshooting. |
Detailed audit trails are referenced as a compliance and troubleshooting feature. | |
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Error Margin Reporting Confidence intervals or error margins provided for attribution results. |
No information available | |
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Simultaneous Multi-Period Calculations Ability to perform calculations for multiple periods in parallel. |
No information available | |
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Customizable Holiday Calendars Allows choosing/defining holiday calendars for date-sensitive calculations. |
No information available | |
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Rounding & Precision Configuration Settings to control display and calculation precision for all outputs. |
Precision control and rounding settings are documented in user/configuration guides. | |
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Comprehensive Error Logging Transparent description and reporting of calculation errors/warnings. |
No information available | |
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Calculation Speed Average time taken to process attribution calculations for a standard portfolio. |
No information available |
Reporting & Visualization
(6 Yes /6 Known /9 Possible features)
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Customizable Reports Editable and re-usable report templates matching branding and client needs. |
Editable/branded report templates are a highlighted capability. | |
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Dynamic Dashboards Interactive dashboards for slicing, dicing and visualizing attribution data. |
References to dynamic, interactive dashboards on web demos and factsheets. | |
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Export Formats Ability to export results in PDF, Excel, CSV, PPT, and more. |
Exports to PDF, Excel, CSV etc. listed in technical specifications. | |
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Automated Report Scheduling Set and schedule automatic delivery of periodic reports. |
Report scheduling and automation described in solution overviews. | |
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Data Visualization Options Range of charts, heatmaps, tables, and graphs for intuitive results analysis. |
Multiple data visualization options such as charts and heatmaps shown in demos. | |
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Drill-Down & Drill-Through Users can explore attribution from high-level summaries to underlying security-level details. |
Drill-down from aggregate to security-level results is a highlighted Eagle feature. | |
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Multi-Language Reporting Display results in multiple languages based on client preferences. |
No information available | |
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Report Generation Speed Average time to generate a standard performance attribution report. |
No information available | |
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Accessibility Features Support for accessibility (e.g., screen readers, colorblind palettes) in all reports and dashboards. |
No information available |
User Access and Security
(5 Yes /5 Known /8 Possible features)
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Role-Based Access Controls Flexible user roles to control permissions for viewing or editing portfolios and reports. |
Documentation references role-based access configuration for users and teams. | |
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Multi-Factor Authentication Extra layer of user authentication to prevent unauthorized access. |
No information available | |
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Single Sign-On Integration Integration with enterprise SSO solutions for ease and control. |
Integration with corporate Single Sign-On (SSO) solutions is specifically listed. | |
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Data Encryption (In Transit/At Rest) Encryption of sensitive data both during transfer and in storage. |
Sensitive data encryption in transit and at rest referenced for compliance. | |
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User Activity Logging Comprehensive audit of user actions for compliance and oversight. |
User action logging and audit capabilities mentioned for compliance. | |
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Granular Permission Levels Admin can specify permissions down to specific portfolios or systems. |
Granular, portfolio-specific permissions listed as a feature. | |
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Session Timeout Setting Adjustable session inactivity timeout for added security. |
No information available | |
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Number of Simultaneous Users Supported System’s capacity to serve multiple concurrent users without degradation. |
No information available |
Scalability & Performance
(2 Yes /2 Known /7 Possible features)
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Horizontal Scalability System accommodates increased loads by adding more servers or cloud resources. |
Product is deployed at large institutions and marketed as horizontally scalable. | |
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Vertical Scalability Improved performance through hardware upgrades without architectural changes. |
Performance improvements via hardware upgrades is supported per technical specs. | |
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Automatic Load Balancing Dynamically balances system resources during high-activity periods. |
No information available | |
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Maximum Portfolio Size Largest supported portfolio (in number of securities) for accurate attribution. |
No information available | |
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Maximum Portfolios Supported Total portfolios the system can process in parallel. |
No information available | |
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Latency under Load Average response time when handling system’s maximum load. |
No information available | |
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Concurrent Calculations Capability Number of attribution calculations processed in parallel. |
No information available |
Automation & Workflow Management
(4 Yes /4 Known /6 Possible features)
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Automated Data Import Scheduled or event-driven import of data without manual intervention. |
Automated and scheduled data imports are a described feature. | |
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Automated Exception Handling Systematic treatment of data or calculation issues with notification and escalation. |
Automated exception handling with alerts and notifications supported. | |
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Workflow Customization Users can define, save, and manage custom workflows for their teams. |
No information available | |
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Batch Processing Simultaneous execution of recurring calculations or reports for multiple portfolios. |
Batch/bulk processing workflows described in Eagle solution overviews. | |
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Alerting & Notification Automated alerts for issues like data delays, reconciliation failures, or unusual results. |
Alerts and automated notifications are supported for exception management. | |
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Workflow Audit and Tracking Complete history of all automated and manual process execution. |
No information available |
Compliance & Regulatory Support
(5 Yes /5 Known /5 Possible features)
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Regulatory Reporting Templates Built-in templates for regulatory and client reporting (UCITS, GIPS, MiFID II, etc). |
Regulatory reporting templates, such as GIPS, are included. | |
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Audit Readiness Capabilities to produce structured logs and documentation required for audits. |
Audit readiness and documentation are marketed for compliance teams. | |
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Regulatory Framework Updates Timely system updates when new rules apply to performance and attribution. |
Product updates to comply with new regulatory frameworks are part of service promise. | |
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Data Retention Controls Ability to manage historical data storage per retention policies. |
Data retention and archival tools configurable by user noted in feature lists. | |
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Client-Specific Compliance Configuration Tailoring outputs to unique compliance needs of clients. |
Client-specific compliance output configuration mentioned in onboarding materials. |
Integration & Extensibility
(4 Yes /4 Known /6 Possible features)
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Open API Access Rich, documented APIs for data query, update, and systems integration. |
Open API access for integration is documented and available to clients. | |
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Plugin Framework Support for firm-specific modules, custom analytics, or reporting plugins. |
Plugin and extension framework mentioned for custom analytics and reporting. | |
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Bidirectional Data Flows Export and re-import enriched or augmented attribution data. |
No information available | |
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Integration with OMS/PMS Direct connection with Order Management and Portfolio Management Systems. |
Direct integration with OMS/PMS is supported and described in technical sheets. | |
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Third-Party Data Provider Integration Plug-and-play integration with major market and reference data vendors. |
Market data vendor integration with 'plug-and-play' descriptions in product literature. | |
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Webhooks / Event Hooks Trigger actions in other systems based on events in the attribution platform. |
No information available |
Client Support & Training
(4 Yes /4 Known /6 Possible features)
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Dedicated Account Management Each client has a dedicated manager or team for support and relationship management. |
Dedicated account management structure described for enterprise clients. | |
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24/7 Technical Support Round-the-clock support availability for critical issues. |
24/7 customer support is highlighted for large institutions. | |
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Onboarding & Training Programs Structured onboarding, documentation, and in-person or online training. |
Onboarding and professional training packages listed as standard. | |
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Knowledgebase Access Comprehensive online documentation, FAQ, and tutorials. |
Access to product knowledgebase, FAQ, and documentation noted. | |
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User Community Access to forums or user groups to share best practices. |
No information available | |
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Response Time SLA Guaranteed maximum initial response time for support requests. |
No information available |
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