Performance Vendor Selection: RFP and Proof of Concept

BACKGROUND A large Canadian pension fund manager needed to replace their outdated performance measurement and attribution platform. After years of asset growth and complexity, the investment manager was constrained by homegrown systems. Additionally, reporting on portfolio and benchmark relative performance information grew into a highly customized system of data staging and visualization dashboards. Operations teams

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Integration into Eagle Data Management System

BACKGROUND An asset management firm that trades a significant number of ETFs was in the process of acquiring another firm which would increase their AUM to $80 billion. The acquired firm traded predominantly derivative securities and needed expertise on how to handle these securities in Eagle Data Management. The client then acquired a second firm

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