The performance analysis workflow consists of these basic steps, which may vary according to your unique requirements.
- Load data.
- Configure the Performance Calculation report to calculate and commit single-period returns.
- Configure the Performance Analysis report to calculate multi-period returns and risk statistics.
- Publish the performance reports.
A high level overview of each step in the workflow follows.
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You can leverage Eagle's enterprise level workflow and operations tools to load data into Eagle's data warehouse. You can load general financial information, as well as performance related data, such as returns and index data. For general information about loading data, refer to the to Performance Calculation User Guide. For information about loading index data, refer to the Benchmark Management User Guide.
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The Performance Calculation report is used to calculate and commit single-period returns, which measure rates of return over a single holding period, such as a day, month, or quarter. For more information about configuring this report and related audit and control tools for use in portfolio performance, refer to the Performance Perform Calculation User Guide.
Eagle Performance stores single-period returns and other performance data calculated by Eagle Performance or uploaded from external systems in the PERFORM database, and uses that performance data to calculate multi-period risk and returns.
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