Monthly Archives: May 2018

ENGAGE18: The Momentum Behind Eagle’s Alliance Program

Joel Kornblum, after speaking at the ENGAGE18 client conference, highlights how the strategic alliance program extends upon Eagle’s core offering

Joel KornblumGlobal Head of Strategic Alliances & Consultant Relations


As part of his keynote address at ENGAGE18, Eagle’s CEO, Mal Cullen, touched upon the many benefits of Eagle’s platform strategy. One of the biggest advantages for clients is that while Eagle’s focus remains true to its core offerings of data management, investment accounting and performance measurement, our open ecosystem allows us to offer best-in-class solutions that extend far beyond our core capabilities.

In line with the philosophy of collaboration inherent to our platform model, Eagle has put considerable effort into building out our strategic alliance program, which now counts over 20 firms whose solutions and technology are readily available to Eagle clients.

In many ways, the goal of the program is not unlike the Star Alliance that frequent travelers are quite familiar with. Just as the Star Alliance facilitates a smooth transition for travelers navigating across geographies, Eagle’s alliance program was conceived to simplify the integration of third-party technologies and create joint solutions.

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Investment Performance on the Move: Five Steps to Manage Migration Complexity

As the performance measurement function grows in complexity, organizations are migrating to new platforms that can provide the requisite agility. Eagle’s Ian Patient highlights the new demands facing performance teams, while identifying five key principles that can simplify a new system implementation.

Ian Patient, Principal Consultant


It’s generally understood that the investment landscape has become exponentially more complex. At the front lines absorbing the increased complexity is the performance measurement and attribution team, a function that itself has undergone significant change in recent years.

From an operational perspective, the performance function is facing multiple challenges. The financial instruments, themselves, have become more complex and as active managers fight both the low-rate environment and the rotation into passive products, demands for reports and dashboards with more details and analytical capabilities have increased considerably. Another threat is that the existing function, as it endures in most organizations, tends to be fragmented, with a model that leaves team members overstretched and internal and external stakeholders unfulfilled.

Making matters more difficult, performance teams are left trying to solve for these issues on legacy systems that either can’t accommodate the required functionality or don’t have the data foundation in place to deliver information as needed and across digital mediums. And without certain capabilities today – ranging from exception-based workflows to true “look-through” transparency – it can be impossible to adequately meet the needs of a modern investment organization.

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ENGAGE18: The Engagement Only Continues

With ENGAGE18 complete, Eagle’s Head of Americas and Chief Client Officer Diane McLoughlin shares the highlights from this year’s client conference

Diane McLoughlin, Head of Americas and Chief Client Officer


Many of our competitors define themselves as a “single solution.” This used to be a point of pride or at least a pithy marketing pitch. In practice, though, it has become clear today that no one single vendor is going to solve all of the challenges facing our industry.

According to research conducted by WatersTechnology and highlighted in the white paper, “The Age of Agile Solutions”, more than 40% of asset managers use ten or more systems, and the majority require at least seven systems to support their front-, middle- and back-offices. Given the pace of change and specialized capabilities required in today’s dynamic landscape, the thought of a closed, monolithic system probably conjures integration headaches.

In contrast to a single-vendor approach, ENGAGE18 represented a celebration of Eagle’s collaborative, client-driven approach. On full display was Eagle’s next-generation open platform as well as our expansive—and rapidly growing—ecosystem of vendor alliances. During our second day keynote presentation, we even announced a new collaboration with Microsoft to deliver a next-generation multi-tenant data management platform on the Azure public cloud. Our event attracted over 575 attendees, including nearly 400 client attendees, representing more than 100 unique organizations that traveled to Boca Raton from five different continents.

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