Trends

OTC Derivatives Reform – Are you ready for centrally cleared swaps?

Brian Dunton, Head of Instrument Engineering, Eagle Investment Systems


One of our clients’ major preoccupations over the last six months has been the implementation of the Dodd-Frank Act and their preparedness for it. We have had a number of inquiries from clients unsure of what they need to do to become compliant with its provisions and looking to us for guidance.

At Eagle we have been preparing for the Dodd-Frank Wall Street Reform and Consumer Protection Act since its initial passage and ensuring we have solutions in place for the inevitable changes that would accompany its implementation. As such we have been perfectly placed to offer guidance and advice on best practices to ensure compliance. We have paid particularly close attention to Title VII, also known as the Wall Street Transparency and Accountability Act of 2010, which provides the overall framework for the regulation of swaps and other derivatives. Read More…

The Investment Book of Record (IBOR)

Mal Cullen, Head of the Americas and Eagle ACCESS℠


As the investment management landscape has become more complicated and sophisticated, the need for the front-office to have access to timely and accurate data has become increasingly important. This has led to a resurgence of interest in technology that can produce an Investment Book of Record (IBOR); a set of investment data that is maintained with the primary purpose of supplying timely and accurate data to the front office of an investment manager to support the investment decision process. Read More…

Sovereign Wealth Funds Make Increasing Use of Enterprise Technology

John Legrand, Managing Director, Head of EMEA/APAC, Eagle Investment Systems


In my position, I am fortunate to have a view across many markets within the EMEA and APAC regions. This affords me great insight into how the investment landscape varies between geographies. A trend I have seen over the past three years in the Asia-Pacific and the Middle East markets is an increased interest in our products coming from sovereign wealth funds, central banks and other publicly managed money pools (e.g. pension funds). Read More…

Avoid Common Pitfalls in Data Quality Programs

Jeremy Skaling, Head of Product Management


Recently I participated on a panel at an industry event where the group was asked to comment on common pitfalls with data management projects. I identified three key challenges that firms face:

  • • Not having proper data governance plans and organizational support
  • • Implementing data checks at the wrong location and/or having the wrong people reviewing them
  • • Not tailoring data quality checks to a company’s business or the needs of the consumers

Read More…

Top Two Reasons You Should Consider Economic Exposure-Based Performance Analysis

By Richard Mailhos, Product Manager, Eagle Investment Systems


What is the exposure of your investment portfolio? Is it the daily priced market value of each position in your portfolio? Or is it the total economic exposure of all positions? Economic exposure is the notional market value of all positions, providing a more accurate picture of leverage in a portfolio. Notional values are often ignored or simply not supported by most custodians and accounting systems. At Eagle, we produce notional values through our enrichment engine as a value-add to accounting processes. Here we list some key reasons you may be missing the full picture if you aren’t looking at notional market value:

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Stay Ahead of the Security Curve

Mal Cullen, Head of the Americas and Eagle ACCESS℠


The rise of cloud computing adoption in the financial services industry has caused a shift in the risks that investment managers must manage. These risks are quickly evolving and difficult to keep abreast of without specialized staff. At Eagle, we realized that it’s no longer enough for us to align with our clients as financial services and software specialists; we must also be information security and risk specialists. Investment managers often focus on cost-efficiency and streamlined processes when assessing their cloud providers, but security and risk management should be stressed equally. It came as no surprise to us that in a recent Eagle client survey, more than 75% of asset managers plan to increase risk management expenditures over the next 1-2 years.

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Going Mobile: Mobile Investment Data at Your Fingertips

Jeremy Skaling, Head of Product Management


If you find yourself glued to a smart phone or tablet, you are not alone. Last year, mobile data spending outpaced voice expenditures for the first time. If the general population is consuming most data via mobile devices, it’s naturally where individuals will gravitate to monitor investment data. In anticipation of this shift, we have made strides in bringing investment management software to your fingertips. Last year, we started working with MicroStrategy® Incorporated to integrate the MicroStrategy Business Intelligence Platform™ with Eagle’s portfolio management solution. With this collaboration, Eagle clients will be able to access highly visual dashboards and portfolio data on the web, on mobile devices, or via Microsoft Office applications to perform portfolio analytics and in-depth risk and performance analyses.

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