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The Global Fixed Income Attribution report highlights the month to date multiple currency fixed income style attribution between the account and benchmark.

These reports read month to date Data Mart data that is calculated from daily frequency performance data and stored in the following Data Mart group models.

Advanced Report Profile

Advanced Report Profile

Data Mart Detail Model

Egl Prf Contribution Relative By Region Country

PERF_CURRENCY_MTD_FI

On this page

Options

The Global Fixed Income Attribution report highlights the month to date multiple currency fixed income style attribution between the account and benchmark.

These reports read month to date Data Mart data that is calculated from daily frequency performance data and stored in the following Data Mart group models.

Advanced Report Profile

Advanced Report Profile

Data Mart Detail Model

Egl Prf Contribution Relative By Region Country

PERF_CURRENCY_MTD_FI

Options

Available options appear in the following table.

Option

Description

Eagle Report Title

Controls the title of the report.

Eagle Table Name

Controls the name of Data Mart group model to query.

Eagle Number of Grouping Levels

Controls the number of levels to display.

Eagle Report Period Label

Controls the time period label.

Eagle Column Prefix

Controls the column prefix used for columns in the Data Mart. For example, “MTD” for MTD_XXXXX attribution columns.

Data Used by Report

The following table shows data used by the report.

Report Element

Data Mart Table

Data Mart Column

Underlying Field Attribute

Average Weight - Account

PERF_CURRENCY_MTD_FI


MTD_GFI_WEIGHT


eglGag-Mtd-Gfi-BaseAvgWtFnd

Average Weight - Benchmark

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_WEIGHT


eglGag-Mtd-Gfi-BaseAvgWtIdx

Month to Date Return % - Account

PERF_CURRENCY_MTD_FI

MTD_GFI_RETURN


eglGag-Mtd-Gfi-BaseRtnFnd

Month to Date Return % - Benchmark

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_RETURN


eglGag-Mtd-Gfi-BaseRtnIdx

Month to Date Return % - Difference

PERF_CURRENCY_MTD_FI

MTD_GFI_BM1_RDIFF

eglGag-Mtd-Gfi-BaseRtnDiff

Month to Date Attribution Effects % - Currency

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_CURR


eglRca-Mtd-Gfi-S-CurrencyCrossEff

Month to Date Attribution Effects % - Duration Matched Yield

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_DMYIELD

eglGag-Mtd-Gfi-S-DMYieldEff

Month to Date Attribution Effects % - Roll

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_ROLL

eglGag-Mtd-Gfi-S-RolldownEff

Month to Date Attribution Effects % - Parallel Shift

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_PARA

eglGag-Mtd-Gfi-S-ParaShiftEff

Month to Date Attribution Effects % - Reshape

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_SPREAD

eglRca-Mtd-Gfi-S-SpreadEff

Month to Date Attribution Effects % - Total

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_TOTAL

eglGag-Mtd-Gfi-S-TotalAttrib

The following table shows how totals of the report are determined.

Report Column Total

Data Mart Group Table
(Used by Eagle Table Name)

Data Mart Column

Underlying Field Attribute

Totals for all Columns except Account and Benchmark Total Returns

None

None

Calculated as the sum of the model top level segments for each of the columns

Month to Date Return % - Account

PERF_CURRENCY_MTD_FI

MTD_GFI_SCNTR

Calculated as the sum of the model top level segment smoothed contributions

Month to Date Return % - Benchmark

PERF_CURRENCY_MTD_FI

MTD_BM1_GFI_SCNTR

Calculated as the sum of the model top level segment smoothed contributions

Report DLL

The report DLL is named GlobalFixedIncomeAttribution.dll.


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