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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 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 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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The Performance Analysis report is used to calculate multi-period returns and risk statistics for portfolios and related benchmarks. A multi-period return measures the rate of return over longer time periods, such as quarter-to-date, year-to-date, inception-to-date, and other time periods. You can use the Performance Analysis report to calculate a variety of risk and risk adjusted return statistics for analysis purposes, and can also use this report to calculate Internal Rate of Return (IRR) statistics.
Eagle recommends storing multi-period returns in Eagle's Data Mart. See the Data Mart User Guide for detailed information.
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The data calculated using the MPC is similar to, but not as comprehensive as, data you can calculate in Performance Analysis reports or using the Performance Query Tool. After you create multi-period returns using the MPC, you can further analyze that data using Performance Analysis reports. For more information about the Multi-Period Performance Calculator, refer to the Performance Calculation User Guide.
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You can use Eagle's analysis and reporting tools to communicate multi-period risk and return information to internal and external audiences. Eagle Performance includes standard Performance Analysis reports as part of the Performance Toolkit, and lets you create customized reports for online drill down analysis. You can create OLAP drill down reports, presentation-quality Advanced Reports, and/or Portal views that use information stored in Eagle's data warehouse or optionally, in Data Mart.
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