Robeco Streamlines GIPS® Composite Management Via Eagle Solution

Robeco Investment Management is the U.S. branch of the Netherlands-based global fund manager, Robeco Group. Robeco Investment Management ("Robeco") consists of three divisions: Boston Partners, Weiss Peck & Greer and Sage Capital. Robeco offers a wide variety of investment products across U.S. equities, U.S. fixed income, alternatives, and international markets, managing approximately $11.8 billion in assets.

Robeco's complex process of producing performance composites required extensive manual data entry because the information was being sourced from multiple systems. The task of assembling composites was time consuming and concerns regarding performance data integrity and the amount of resources necessary to support the resulting performance revisions made it challenging for Robeco to continue doing business in the same manner. Robeco needed an effective tool that could automate the GIPS composite management process to reduce the time and effort spent producing and verifying information.

In this case study, you will learn how Robeco implemented Eagle's GIPS composite management solution as an integrated platform for all of its data and reporting needs, As a result, Robeco realized a faster and more efficient workflow streamlining its manual processes to increase productivity and enhance data integrity.