InvestTech Advises on Eagle Performance Implementation for Large Financial Services Firm

14 June 2013

InvestTech recently partnered with a large Canadian financial services organization to implement Eagle Performance, a recognized industry leader and one of several best of breed performance solutions available in the market. As a leading investment technology, operations and data management consulting firm for institutional investment managers, InvestTech has a proven track record of performance platform implementations, as well as advising clients on best practices involving performance measurement, attribution and GIPS readiness.

InvestTech’s professional consultants utilize InvestTech’s performance framework to guide clients through the various stages of performance measurement and attribution initiatives, from business solution strategy, client readiness assessment, requirements review, vendor solution search/selection through implementation.

Hsiao Chu, InvestTech Senior Consultant and Performance Specialist notes: “Each client we consult with has differing issues and opportunities, and so, no two implementations are ever the same. Having successfully completed numerous performance solution evaluations and implementations, we have found that our consistent and comprehensive approach offers the client a combination of industry standard features and the opportunity for configuration and customization to address each clients’ unique or specific requirements.”

InvestTech’s performance framework, grounded in eliciting high-quality business requirements, takes into account a firm’s organizational structure, investment policies and strategies, and return accountabilities--all integral parts of the consulting services InvestTech delivers to institutional investors in their performance measurement and attribution initiatives. This approach has benefited InvestTech clients on all of the leading vendor platforms including BI-CAM, Sylvan, Anova, Asset Arena, FactSet and others.

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