PEARL is Ortec Finance’s performance evaluation system. It enables the measurement, contribution, and attribution of investment performance and generates ex-post risk and return analyses. PEARL offers a unique platform that supports all asset categories in a fully automated, data-controlled process. The system has two main components: the Calculation Manager (CM) which carries out a great variety of computations, and the Web Portal (WP), a reporting tool that draws up quick and state-of-the-art performance reports through the Internet.

PEARL relieves performance teams by rendering fast and transparent performance evaluations of the most complicated investment structures. It produces reliable figures on how the various investments have actually performed and it offers straightforward methods of aggregating the performance of multiple funds. Besides a series of standard reports, users can customize reports themselves or perform an ad hoc attribution and subsequently display it in an attractive format with the integrated Report Designer.

PEARL incorporates our unique Investment Decision Process (IDP) model based on a top-down approach, which is a great fit for complex and balanced portfolios. But multi-level, bottom-up, or other attribution and analysis methods are also available. Furthermore, PEARL is the ideal solution for firms coping with great volumes of data and eager to automate the data management process. Over the past decade PEARL has more than proven its value and we continue to work hard to perfect its capabilities. Moreover, our experienced consultants guarantee a successful implementation and high-quality project management.