Gain comprehensive, in-depth insights into investment decisions through verified performance reports delivered on an outsourced basis.
Measure and analyze investment decisions with our Investment Performance Service, delivering detailed analytics powered by proprietary decision, currency, multi-asset, equity, fixed income, and factor attribution models through our established performance measurement and attribution solution.
PEARL’s Investment Performance Service (IPS) provides asset owners and fiduciary managers with tailored performance reports, created by our experts who meticulously handle data loading, reconciliation, and verification.
Our Investment Performance Service – Features available
Data collection, loading, and transformation
Data retrieval from various sources as needed, with resolution of any file issues that may arise.
Data checks
Reconciliation, quality/completeness checks, and rectification performed alongside data loading.
Configuration
Fund and benchmarks adjustments processed as needed, including setup for new portfolios.
Reporting
Report access according to client preferences, available in various options including via web portal, as well as 'ready-to-go' PDF or Excel formats, using either standard or tailored templates.
Manager reconciliation
Compare calculated returns with asset manager figures, with our team directly addressing any discrepancies with the asset manager to ensure data alignment.
Service level agreements designed to meet client-specific needs
IPS offers a range of tiered options to meet specific client needs and can be dynamically adjusted as requirements evolve.
Our flexible tiered options
| Basic | Standard | Premium | |
| Data collection, loading, and transformation | Daily* | Daily* | Daily |
| Data checks | Quarterly | Monthly | Weekly |
| Configuration | x | ✓ | ✓ |
| Reporting | Quarterly Delivery | Quarterly delivery + via web portal | Monthly delivery at minimum + via web portal |
| Manager reconciliation | x | ✓ | ✓ |
*Monthly basis if preferred
Choose the right performance measurement and attribution framework to meet your needs
PEARL, the fundamental platform powering the IPS service, is also available as a SaaS option or as a hybrid of both. Learn more about the differences and how to choose the right delivery option to meet your operational needs.
Performance measurement & attribution
Contact
Elske van de Burgt
Managing Director Investment Performance
Oliver Henriquez
Sales Director, EMEA