Analyze fund performance across all asset classes using performance and risk, traditional attribution, and advanced decision-based attribution - within a single, integrated reporting platform.
Powered by extensive workflow capabilities to create reliable and validated datasets, PEARL’s robust reporting delivers comprehensive fund performance analysis – giving you actionable insights to ultimately improve decision-making across the investment process.
Generate granular insights into total fund, individual portfolios and any carveout using preconfigured structures, with the flexibility to specify time series, select measures and view underlying positions.
Extend your analysis further with additional ad hoc analysis and a range of dynamic visualizations, designed to uncover deeper insights and anticipate stakeholder needs.
Why PEARL’s reporting?
Designed to help asset owners further strengthen their data-driven investment processes, users can:
- Gain a complete view of each fund, spanning performance and risk, contribution and attribution
- Dive into the added value of investment decisions and overlays using the fund’s hierarchy of investment decisions
- Execute analytical coverage of all asset classes, including private assets and currency overlay activities
- Report across a wide selection of measures and analytical outputs
- Create supplementary time series charts, bar charts, pie charts, and hierarchical table
- Select time series and view underlying positions for more in-depth analysis
- Export to API, PDF, and Excel as needed, for seamless integration into wider reporting frameworks
Webinar recording: Performance reporting for advanced analytics: Tools, techniques, and practical guidance
Watch our webinar to learn how asset owners can develop a reporting framework that translates complex data, supports manager evaluation and highlights key performance drivers.
About PEARL
PEARL is Ortec Finance’s established performance measurement and attribution solution. It helps asset owners, asset managers and fiduciary managers to obtain deep insights through decision, currency, multi-asset, equity, fixed income and factor attribution models. PEARL combines proprietary decision and currency overlay attribution models with flexible and time dependent fund and benchmark hierarchies to calculate the added value of each investment decision. Its comprehensive analysis contributes to a feedback loop that enhances the overall investment decision framework.
Contact
Elske van de Burgt
Managing Director Investment Performance
Stefano SJ Lee
Managing Director - Asia Pacific