Easily build fund hierarchies and benchmark structures to analyze even the most complex investment strategies, including overlays.
Advanced Data Management Tooling
Efficiently manage high volumes of data, using PEARL's embedded data management solution & advanced quality controls.
Extensive Reporting Suite
Online and easy to use self-service reporting via a Web Portal that gives insight into a fund’s performance to various stakeholders.
See our Performance Measurement and attribution tool PEARL in action
Performance measurement and attribution insights of your investmentsWant to discover how PEARL gives insight into the return of your investment decisions?
Solving your performance attribution challenges
Calculation and reporting
You are looking for a solution that is capable of analyzing performance even for the most complex investment portfolios and strategies
We provide insight in even the most complex investment strategies including performance measurement for overlay strategies (e.g. centralized currency management), attribution of multi-asset portfolios including various strategic and tactical allocation levels, handling of derivative strategies or fixed income and factor attribution. PEARL is specifically well suited for handling complex analysis.
You want to improve efficiency, quality and speed of your performance calculation and reporting processes
PEARL offers the tools needed to optimize performance calculation and reporting processes. Intuitive and guiding user interfaces help you to operate the system effectively and efficiently. Our extensive data checking framework helps to identify data errors quickly and improve the quality of the calculated results. PEARL has been designed to provide a Performance Book of Records that makes all measurement and attribution results instantly, no matter the length of the reporting timeframe.
Calculating performance and attribution results without the help of a professional performance measurement solution can be very time consuming and error-prone. PEARL automates the full performance measurement workflow, including management of - and checking high volumes of portfolio and benchmark data, configuration of a large range of calculation options and attribution models, and flexible reporting of the calculated results.
PEARL for Asset Owners
Investment decisions are continuously reviewed to quantify how much value they add. These range from strategic asset allocation to sector bets in global equity portfolios. Our Performance Measurement and Attribution solution for pension funds, insurance companies, endowments and sovereign wealth funds capture all asset classes and strategies by a wide range of attribution models. This helps you to explain sources of your excess return as well as the impact of investments on funding ratio or solvency levels.
PEARL for Asset ManagersPEARL supports asset managers that want to grow their AuM in a cost-efficient manner. Demonstrate the added value of your investment strategies with a wide range of attribution models for all asset classes on a single platform. Leveraging our expertise in the institutional space, we understand the sophisticated demands from your clients. The fully automated and integrated workflow to support your daily processes makes this process more efficient.
Bringing transparency to the performance via attribution of investment decisions at New Zealand Superannuation Fund
Michael Mitchell, Head of Portfolio Risk at New Zealand Superannuation:
“NZSF was committed to providing stakeholders with a high level of transparency of its performance and portfolio holdings. A shift by the Fund also increased its performance reporting needs. As an innovative and global orientated company Ortec Finance met these needs.”