Solution

Eulerpool Composite Analysis

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An overview of Eulerpool Composite Analysis

  • Remove the necessity for technical setups by opting for a SaaS-based solution, receiving frequent improvements without requiring upgrades.
  • Gain access to comprehensive and integrated market and return data, encompassing index returns, foreign exchange rates, and risk-free rates.

KEY FACTS

Data Format
JSON
Delivery Mechanism
API
Data Frequency
Daily
FEATURES & BENEFITS

What you get with Eulerpool Composite Analysis

  • Guarantee that all discretionary, fee-based portfolios are included in at least one composite.

  • Execute advanced computations utilizing a comprehensive library of composite-level returns, metrics, and ratios, accommodating multi-firm and multi-currency settings.

  • Streamline monthly production workflows from composite creation to GIPS-compliant presentation reporting.

  • Employ a suite of dashboards to track missing account data, absent composite attributes, or breaches of composite policies.

  • Effortlessly review composite outcomes prior to validation for distribution, ensuring uniformity and clarity in composite returns and metrics.

  • Disseminate your findings to clients in various file formats, customized with client logos and color palettes.

Every legendary partnership starts with a simple note. We're excited to hear from you!

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