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The

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Triangle report is designed to display one year of monthly returns and the return from any month to any month. Monthly returns for the year are returned and linked within the report to display each month to month return. The heading and first column are dynamically generated based on the effective date of the report.

This report can be run on any

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month end.

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On this page

Table of Contents

Advanced Report

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Profile

Egl Prf Performance

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Options

Available options appear in the following table.

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Eagle Report Title

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Controls the title of the report

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Eagle Table Name

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Controls the name of Data Mart group table to query

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Eagle Number of Grouping Levels

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Controls the number of levels to display

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Eagle Column Prefix

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Controls the prefix of each database column

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Eagle Report Period Label

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Triangle

Options

None.

Data Used by Report

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The

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following table shows data used by the report.

Report Element

Data Mart Table

Data Mart Column

Underlying Field Attribute

Fund Name

FUND_SUMMARY

ENTITY_NAME

eglEnt-Entityname

Fund Base Currency

FUND_SUMMARY

BASE_CURRENCY

eglEnt-EntityBaseCurrency

Benchmark

FUND_SUMMARY

BM1_NAME

eglPan-Bm1Name

Inception Date

FUND_SUMMARY

INCEPTION_DATE

eglEnt-InceptionDate

Returns % - Month to Date

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PERF_

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TOTAL_

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PERF_ASSETCLASS_MTD or

PERF_REGION_MTD or

PERF_GICS_MTD or

PERF_AGGBOND_MTD

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SUMMARY

MTD_RETURN

eglPlk-D-MtdGrossReturn

Total Month to Date – Return %

PERF_TOTAL_SUMMARY

MTD_RETURN

eglPlk-D-MtdGrossReturn

Report DLL

The report DLL is named

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PerformanceTriangle.dll.