The Retail Fund Performance workflow in Eagle Performance consists of these basic steps, which may vary according to your unique processing requirements:
- Load data for retail funds.
- Configure the Performance Calculation report to calculate and commit single-period NAV-based returns.
- Configure the Performance Analysis report to calculate single- and multi-period NAV-based returns and risk statistics.
- Publish Retail Fund Performance Reports to communicate retail fund performance information to internal and external audiences.