Making Sure You Get the Most From Your Technology

Michelle O’Connell, Relationship Manager, Eagle Investment Systems


As anyone who has been involved in such a project before knows, investing in a technology solution doesn’t end with its roll out. It’s our business to help firms grow their assets more efficiently through our innovative solutions and we realize that an important element of that is to work with our clients to ensure their investment in our technology continues to deliver long-term value.

One way that we do this is for our relationship managers to perform regular business reviews. The benefits of keeping an open and active dialogue with our clients to discuss the challenges they face and their priorities are two-way. In many instances, we can help them find a solution within the Eagle platform or give them the benefit of our experience of working with firms with similar needs. At the same time, understanding the issues firms are grappling with can help shape the development of our product solutions and upgrades. Read More…

Defining IBOR at TSAM

Mal Cullen, Head of the Americas and Eagle ACCESS℠


Last week I had the privilege of sitting on a panel discussion at the 2014 TSAM New York conference.

The theme of the panel was the Investment Book of Record (IBOR), a subject I have written about on this blog before. IBOR is one of the hottest topics in the financial industry and something many firms are looking to implement as they recognize the business benefits it can bring. Read More…

Do It Yourself or Get It Done For You? Either Way It Is Good to Have Options.

Amir Dehestani, Global Sales Solutions Manager, BNY Mellon Program Services, Eagle Investment Systems


I have always prided myself with having a “do it yourself” (DIY) attitude. Increasingly however, I find myself embracing the “done for you” (DFY) way of thinking. Case in point: five years ago I purchased paint supplies from the local hardware store with the intention of painting a bedroom in my home. The years passed and the cans of paint sat there unopened serving as a constant reminder of how short-lived my DIY attitude was for this project. Sure, there were feeble attempts over the years when I would take the paint back to the store to get re-stirred in hopes of finally seeing this project through, just to return home and put them right back in the basement. Finally, after five years, I caved in and hired someone to perform the now daunting task. Read More…

Are you ready to support IBOR?

Rob Erman, Managing Director, Head of Global Professional Services, Eagle Investment Systems


There has been a lot of press surrounding IBOR and as my colleague Marc Firenze mentioned in his article in Wall Street and Technology, achieving an accurate and consistent IBOR can prove elusive for some investment management firms. Assuming that they get past the daunting task of defining what IBOR means to them, they need an actionable plan to implement that solution. In our experience, the implementation can be achieved by holding key constituents accountable and monitoring their readiness. Since quality data is the foundation for these types of initiatives, we have developed a data-driven readiness assessment based on six key pillars. Read More…

Eagle Wins Two Major Industry Awards

Diane McLoughlin, Head of Client Relationship Management


Eagle Recognized as Asset Servicing Technology Vendor of the Year and Voted Best Buy Side Operations Solution by Industry Peers

We are happy to announce that Eagle was voted Best Buy-Side Operations Solution for technology innovation by FTF News. This is the second consecutive year that Eagle Accounting has been recognized with this prestigious award. This honor comes on the heels of yet another big award win – Eagle was recognized as Asset Servicing Technology Vendor of the Year at the Custody Risk Americas Awards earlier this spring. Read More…

Eagle Consultant and Analyst Briefing

Greg Farrington, US Sales Director


Last week we hosted a meeting to discuss our strategy and current industry trends with an audience of analysts and consultants. The meeting was very well attended with over 50 participants in the room and was interactive with a high level of engagement and participation from those in the audience.

The meeting focused on the challenges facing the industry, the technology solutions investment managers are looking for and how Eagle is responding to those demands. Perhaps unsurprisingly, many of these have data management issues at their core and can be addressed by the data-centric model on which Eagle was founded. The data-centric approach is integrated in everything we do and is one that is only becoming more relevant when I look at the issues facing our clients. Read More…

A Single Version of the Truth: Using Eagle Data Management to Implement a Data-Centric Solution to Support Investment Decisions

Joel Kornblum, Managing Director, Regional Sales Director


aimco_cover

AIMCo Case Study

Today we released a new client case study, A Single Version of the Truth: Using Eagle Data Management to Implement a Data-Centric Solution to Support Investment Decisions, outlining our recent success with Eagle Data Management client, Alberta Investment Management Corporation (AIMCo). AIMCo, one of Canada’s largest and most diversified institutional investment fund managers, recently achieved ‘go live’ status with “AIMCo Innovations,” a multi-year, multi-million dollar business transformation impacting people, process and technology, and moving to a state-of-the-art operating platform driven by data. Read More…

The Path to True EDM

Rob Brachowski, Reference Data Product Manager


Enterprise Data Management (EDM) is currently used to refer to a spectrum of solutions, ranging from ETL (extract, transform, load) systems along with basic data quality components, through to truly enterprise-wide solutions for managing and delivering all funds’ investment management data.

ETL is vitally important and often complex to achieve, coordinating data across multiple systems to ensure consistency and accuracy, but it is not accurate to define it as EDM. It is really just simplistic view of reference data management. Read More…

The Challenges and Solutions for the Production of an IBOR

Mal Cullen, Head of the Americas and Eagle ACCESS℠


IBOR Whitepaper

Earlier this week, I had the privilege of sitting on a panel at a breakfast meeting in New York hosted by Waters Technology to discuss best practices and guidelines for the development of an effective IBOR capability.

IBOR has become an increasingly valuable tool for investment managers in recent years as they face a burgeoning volume of information and the need to meet new financial regulations. However, inflexible portfolio management infrastructures are hindering many firms’ abilities to adapt to these organizational and market changes with the effective and efficient production of an IBOR. Read More…

User Adoption = Business Value

Jeremy Skaling, Managing Director, Head of Product Management

As a software provider, Eagle understands the correlation between business value and user adoption. The software procurement process can go smoothly, but if the users don’t adopt it, the business cannot realize the full value from its investment. The good news is that user adoption is not a random variable in the equation, but an outcome designed, in large part, by User Experience (UX) best practices that are backed by cognitive science. Read More…

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