Eagle Exchange - Eagle Investment Systems blog

Welcome to Eagle Exchange, the blog of Eagle Investment Systems.

May 15

John Lehner, President and CEO Eagle Investment Systems

As your business has evolved over the past several years, so, too, has ours. We realize that unexpected changes, challenges and opportunities have become the norm in the new frontier of the financial services industry and we are committed to helping our clients navigate unfamiliar territory. Eagle Investment Systems strives to be more than just a solutions provider—we view ourselves an extension of our clients. In keeping with our commitment to help clients stay at the forefront of industry changes, we have offered up a variety of information to our clients and industry peers to keep you informed on issues of interest in our industry. We hope that you have found value in our events, white papers, videos, webinars and quarterly Eagle Insight newsletter. In hopes of providing you with the most timely and useful content possible, we are proud to now launch the Eagle Exchange, our industry blog.

Stay Ahead of the Security Curve

May 08

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.

Efficient Monthly Reporting Shouldn’t Be Risky Business

May 01

Steve O’Loughlin, Product Manager, Investment Accounting

Are you feeling the pressure to shorten monthly reporting timeframes? If you are like many fund companies, you are looking to improve operational efficiencies but face the task of producing timely information without introducing the operational risk of data inaccuracies. For US mutual funds, daily net asset values are calculated on trade date +1 (T+1) and the industry generally accepts that a fund’s portfolio data is not current on any given business day. However, this is not true for monthly, quarterly, semi-annual and annual reporting periods. In month-end reporting, trades that occur on month-end are required to be included in month-end reporting. We’ve seen a wide range of solutions aimed at addressing this issue—from manual workarounds to entire subsystems.

Going Mobile: Mobile Investment Data at Your Fingertips

Apr 29

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.

Building a Community to Navigate Change

Apr 24

Diane McLoughlin, Head of Client Relationship Management

Industry changes have reoriented our clients’ businesses and we have altered the way we serve our clients in response. Eagle’s Global Client Coverage Model organizes client touch points into three key roles: the relationship manager, the project executive and the client operations manager. Eagle’s relationship manager is committed to aligning overall business objectives with the capabilities of the Eagle solution. The relationship manager has end-to-end accountability of the relationship throughout the client lifecycle and helps to ensure alignment of short, intermediate and long-term goals. The client operations manager is the main point of contact for technical support on a 24/7 basis and the project executive oversees implementation activities. The project executive is dedicated to helping the client successfully deploy the solution while helping to ensure benefits by using our best practices.

Key Decisions in the Software Outsourcing Continuum

Apr 22

Mal Cullen, Head of the Americas and Eagle ACCESS℠

Do you need help identifying the key elements that lead to informed decisions on middle-office technology? Look no further. We break it down into three areas to consider when upgrading your technology solutions.

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