We are proud to present PEARL 8, the latest version of our leading single-platform solution for investment performance measurement, attribution, ex-post risk and GIPS composites. PEARL 8 offers brand new web-based user interfaces to efficiently manage and control your performance measurement workflow. Provide insightful performance reports to your stakeholders in a modern and user-friendly way, while saving valuable time and operational costs. Welcome to the new performance measurement experience!

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Data Management

Efficiently manage high volumes of data using PEARL’s extensive data management tooling

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Analysis

PEARL offers a wide range of attribution models, suited to deal with both single- and multi-asset class portfolios

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Reporting

Flexible self-service reporting via the PEARL Web Portal, and APIs for easy integration with 3rd party reporting tools

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Data Management

Flexible data interfacing for connecting to any data source
Easy access to data grouped by source or topic
Powerful framework for automated data checks

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

Be in control

PEARL 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.

Automated data checks

The extensive data checking framework can be used to detect potential data quality issues that require your attention.

Authorized users can be notified automatically, e.g. via e-mail, in case potential issues are detected.

Data querying and filtering

Easily access data using user-defined groupings and extensive filtering functionality.

Manually correct data records when necessary, while having a full audit trail available containing the full history of any record that is present in the system.

Analysis

Model your fund and benchmark structures

Calculate a wide variety of performance and risk measures
Detailed analysis using a wide range of attribution models

Easily build fund and benchmark tree structures, in order to capture all aspects of the Investment Decision Process. Use Decision Based attribution to measure the impact of every investment management decision to the total (out-) performance of your funds.

Tailor your analyses to match the specific characteristics of the funds under investigation:

  • Top-down, Bottom-up or hybrid attribution models
  • Brinson, Fixed Income and Factor attribution
  • Decision based attribution
  • Currency overlay analysis

The attribution wizard helps you to set up any attribution using an intuitive 3-step approach:

  • First, define your attribution model and approach
  • Next, specify the attribution hierarchy using security or portfolio classifications
  • And finally, specify the detailed calculation settings

Reporting

Self-service reporting via the PEARL Web Portal

Excel add-in for loading data directly into Excel worksheets

APIs for easy integration with 3rd party reporting tools

The PEARL Web Portal offers online self-service reporting, providing valuable insight into the performance of your funds to various stakeholders.
  • Performance dashboard for a high level overview
  • Detailed analysis, including drill down to individual securities
  • Flexibly design and distribute your reports and fact sheets
  • Label frequently used reports as favourites for direct access via a single click

Easily connect PEARL to 3rd party systems using our API’s, or use the Excel Add-in to fetch data directly into Excel worksheets.



PEARL is used by a growing number of leading asset owners and asset managers worldwide. Get more from your performance reporting, and let PEARL help you to enhance your performance and master the complexity of investment decision making.

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