Performance Toolkit Implementation

The Performance Toolkit is a collection of prebuilt components and a documented workflow for use in new installations of Eagle Performance solutions such as Portfolio Calculations, Retail Fund Performance, GIPS® Composite Management, Equity or Fixed Income Attribution. The Toolkit leverages Eagle’s standard information delivery strategy, providing the flexibility to leverage Eagle Data Mart, Eagle Portal, and third party reporting tools. The following figure illustrates how the Performance Toolkit provides solutions for each sleeve, or category, of Eagle Performance Measurement.

Performance Toolkit 2.0 provides solutions for all six sleeves of Eagle’s Performance Measurement solution:

1. Index Management
2. Portfolio Calculations
3. Reporting and Analysis
4. Attribution and Risk
5. GIPS Composite Management
6. Retail Funds

Prerequisites

If you are an existing Eagle Performance client with your own configuration or a configuration based on Performance Toolkit 1.0, it is likely that you will require additional configuration to install Performance Toolkit 2.0 on your Eagle Performance environments.

Before installing Performance Toolkit 2.0, you must:

• Install or upgrade to Eagle V10.1.1 or higher
• Confirm your advanced reporting server uses .NET Framework 3.5

Interfaces

Performance Toolkit 2.0 leverages Eagle’s Generic Interfaces and the standard Eagle Data Model to load the data required by the Toolkit.

The following table lists the interfaces used by each of the Performance Toolkit sleeves.