We are very happy to present to you PEARL 8, our fully web-based user-controlled Performance Measurement and Attribution solution. It allows our clients to manage the entire workflow for providing insightful performance reports to their stakeholders in a modern, user-friendly and efficient way.

Guided Workflow

  • Workflow support and automation to increase efficiency and reduce operational risk

Superior Models

  • Get access to superior attribution models that identify the impact of the investment decision-making process

Modern and Efficient

  • Our intuitive user interface makes the power of our advanced models available with the ease-of-use of a modern-day app

Efficient Data Management

Data plays a central role in any performance measurement process. PEARL 8 offers the tooling needed to manage high volumes of data efficiently.

  • Flexible data interfacing
  • Easy access to data grouped by source or topic
  • Up to date overview of relevant data
  • Be in Control

    PEARL 8 allows you to be in control of the data that is used in the performance calculations. Our integrated ETL tooling can automate the loading of data from practically any data source into the PEARL database.
  • Extensive check framework

    The extensive check framework provides an up-to-date overview of the possible hazards in the configuration and delivered data which requires your attention. You can notify authorised users automatically, e.g. via e-mail based on any check result.
  • Extensive filtering functionality

    The relevant data is easily accessible with the extensive filtering functionality and the customizable grouping of the different data sources by source or topic. The full audit trail allows you to investigate the full history of any number that is present in the system.

Funds and Benchmarks

All the analysis for a fund can be managed from a single point of entry, the Fund Management section. Here the operator can view and set any fund specific calculations, manage the benchmarks for the fund and manage the fund hierarchy which is specifically important for multi-asset class funds.

In the case that a multi-level decision process is relevant, you can model the unique Investment Decision Process for the fund. With the Decision Based attribution analysis you can measure the impact of any investment management decision to the total fund return. Derived portfolios allow you to allocate any investment to the relevant decision.

PEARL comes with extensive benchmark management tooling. A user can create composite benchmarks, set rebalancing schemas and create spread benchmarks. Those benchmarks can be used for total fund evaluations as attribution analyses.

Configuration of Analysis

All the analysis for a fund can be managed from a single point of entry, the Fund Management section. Here the operator can view and set any fund specific calculations, manage the benchmarks for the fund and manage the fund hierarchy which is specifically important for multi-asset class funds.

The attribution capabilities within PEARL cover a full range of models for all different asset classes. The configuration follows a three step configuration wizard.

  1. Select the model that you would like to use
  2. Set your attribution hierarchy
  3. Set any calculation setting for the attribution

 

All the options are filled with client specific defaults, making the configuration of a meaningful attribution analysis simple and intuitive. Using templates allows you to manage many attributions at once and provides you the comfort that you are in control of all the attributions presented.