Choosing the right performance measurement and attribution to meet your operational needs
As part of our PEARL performance measurement and attribution solution, asset owners and asset managers can measure and analyze allocation decisions across multi-asset portfolios, currency hedges, and overlay strategies, either in a SaaS format, as an outsourced managed service or a hybrid combination of both.
Exploring PEARL deployment options: SaaS, managed service, and hybrid
- PEARL as a software (SaaS) enables in-house investment performance teams to directly oversee a performance measurement workflow, undertake advanced attribution across all asset classes and control a fund’s reporting process with an intuitive and user-friendly workflow interface.
- PEARL’s Investment Performance Service (IPS) provides asset owners and fiduciary managers with detailed performance reports, created by our experts who carefully manage data loading, reconciliation, and verification.
- A hybrid combination of both options sees typical daily workflows shared between an in-house performance team and our team of investment performance professionals, allowing the internal team to focus on analyzing performance, or specific workflows based on their preferences and capacity.
Comparing PEARL: SaaS, managed service, and hybrid models
| SaaS | Managed Service (IPS) | Hybrid | |
| Flexibility & reporting scope | Full autonomy to configure the system and add new configurations or reports at all times. | Reports are created, checked and distributed according to the SLA. Reports can be viewed in the web portal on an ad-hoc basis. |
Reports are distributed according to the SLA. Additional reports and attributions available ad-hoc. |
| Operational responsibility | You are responsible for the full end-to-end reporting process. | Our team handles the entire operational process from data loading and checking to report generation and distribution. | While our team manages the full operational process, you have the flexibility to take on additional ad-hoc reporting. |
| Best suited for: | Established in-house teams and necessary expertise | Smaller in-house teams prioritizing analyzing performance measurement outputs | Internal teams tasked with optimizing current resources to balance operational needs and priorities |
Performance measurement & attribution
Contact
Elske van de Burgt
Managing Director Investment Performance
Oliver Henriquez
Sales Director, EMEA