Products

EAGLE

EAGLE

Global Web Applications Environment

EAGLE: Overview

Through EAGLE, we provide a quick, fast and interactive response to all clients seeking access to all information on their Portfolios and Funds under management, anywhere and anytime.

This application is fully developed with HTML-5 technology, offering flexibility and processing speed thanks to the use of web services created by RD Sistemas, alongside low data-loading times through the use of AJAX synchronous technology .

Provide anywhere, anytime access to all information on Portfolios and Funds.

Main Features

  • Enormous range of fully interactive queries.
  • Full and quick generation of general and particular reports.
  • Availability and centralisation of all information on portfolios and funds under management, with visual graphs based on several selection criteria.
  • Suitable for different user types including marketers, managers, analysts, end users, etc.
  • Information drill-down options upon query.
  • Compatible with all web browsers on the market.
  • Compatible with the vast majority of mobile devices.
  • Easy handling thanks to a standard and intuitive interface.
  • Interactive queries can be customised to meet the functional and visual requirements of each institution.
  • Ideal web complement for RD Sistemas applications.

EAGLE complements

01

EAGLE Fondos

EAGLE FONDOS allows managers to access clients’ positions and analyse the composition, evolution and profitability of funds in a given period.

02

EAGLE Carteras

EAGLE CARTERAS allows Portfolio Management Companies to access clients’ positions and analyse the composition, evolution and profitability of funds in a given period.

03

EAGLE Clientes

EAGLE CLIENTES allows users (manager, marketer, participant, shareholder, mutual society member, owner of an asset portfolio, etc.) an easy access to detailed position information for in-depth analysis purposes.

04

EAGLE eParFI

EAGLE eParFI has been designed to allow access to the different people involved in the management, consultation and monitoring of relationships and operations arising between participants’ accounts and the corresponding investment funds and classes. eParFI is aimed at the commercial agent or branch responsible for management and monitoring relationships and operations arising between participants’ accounts and the different investment funds. Furthermore, participants may also query their own accounts and positions as desired.

All accesses are subject to vertical and horizontal security, assigned by the administrator, which restricts the users’ access exclusively to options and information for which they are authorised.

05

EAGLE eParFP

EAGLE eParFP has been designed to manage operations of participants, shareholders, or mutual society members in Pension Funds, EPSVs or Mutual Provident Societies, through options specifically designed for their personalised processing, avoiding data duplication at all times.

eParFP is aimed at the commercial agent or branch responsible for the management and monitoring of relationships and operations arising between participants and the various contracted plans. Furthermore, participants may also query their own accounts and positions as desired.

All accesses are subject to vertical and horizontal security, assigned by the administrator, which restricts the users’ access exclusively to options and information for which they are authorised.

06

EAGLE RHIO

EAGLE RHIO allows the detail analysis of portfolio profitability. This helps in determining underlying profitability drivers. In particular, this helps identify:

  • Instruments with higher profitability.
  • Industries with higher profitability.
  • Countries (associated with the Issuer) with higher profitability
  • Currencies with higher profitability
  • Any user-defined group interested in profitability information. (Dynamic Industry)

From EAGLE RHIO, users can conduct exhaustive analysis of the profitability by industry, instrument, asset type, country, currency or dynamic industry for any period.

Moreover, users can query in a dynamic and visual way through representative graphs and grids with detail profitability information. This module can also export all reports and run all processes available in RHIO. .

07

EAGLE PA

EAGLE PA (for Performance Attribution) allows conducting a combined analysis of returns by analysis unit and benchmark.

In particular, the module offers the following analysis options:

  • SEGMENTS
    • Arithmetic Model
    • PAA (Arithmetic Performance Attribution)
    • BHB (Brinson, Hood and Beebower Model)
    • BHB-BF (BHB model corrected by Brinson-Fachler)
    • PSP (Pure Stock Picker)
  • Geometric Model
    • PAG (Geometric Performance Attribution)
    • Multi-currency
  • Multi-period
    • Arithmetic Model
    • Cariño [??--typo-??]
    • Merchero [??-typo-??]
    • Dollar Attribution
    • Multi-period model
    • Multi-period
  • RF
    • Campisi
    • Campisi for duration