Invesco has fully implemented Eagle’s performance measurement solution to manage its retail and institutional business in Continental Europe.
Invesco selected Eagle’s performance measurement solution to help consolidate its global portfolio management operations onto one platform and create more efficiency.
As a result of this deployment, Invesco now has a consolidated view of its business across North America and Continental Europe. Streamlining these processes has helped Invesco realise cost savings and establish a baseline for consolidating additional European funds in the future.
Invesco is also using Eagle’s data mart for enhanced reporting across performance, holdings, transactions, fund rankings/ratings, and risk metrics. Additionally, the Eagle platform helps support Invesco’s client reporting, P&L reporting and fact sheet development for its Paris and Frankfurt businesses.
"By consolidating our data and performance operations, Invesco has been able to return capacity back to our IT group and improve efficiencies for our business partners, and we can now offer an enhanced client experience for the funds we have consolidated on the Eagle platform. Despite this being a large undertaking, we are pleased that the project was completed on schedule and according to plan," says Fabian Gomez, senior director at Invesco. "We are excited about the efficiencies that Eagle’s technology affords our business and clients. The groundwork has already been laid to leverage Eagle’s software for the next phase of consolidation for Invesco."
"Our work with Invesco is the perfect example of how Eagle collaborates with clients to create a successful global implementation strategy when faced with complexity and scale," says John Lehner (pictured), president and chief executive of Eagle. "Working with Invesco illustrates how thorough planning and true collaboration can result in a successful deployment, while providing the client with immediate benefits and results. We look forward to our continued collaboration in the future."