Whether you're an investor looking to build a better portfolio or an investment manager aiming to raise and keep assets, you need a set of easy-to-use tools that can help you reach your goals. You need to gather investment information in one place, organize it, evaluate it, make sense of it. You need the PerTrac Analytical Platform, the world's leading investment analysis and asset allocation software.
PerTrac Analytical Platform boasts a long list of features designed to meet the needs of a range of investment professionals. With PerTrac Analytical Platform, you can:
- Create and maintain your own investment database and/or aggregate data from any of the leading data vendors on all types of investments: hedge funds, mutual funds, CTAs, fund of funds, and traditional asset managers.
- Use free index databases to track how over 8,000 of the most popular investment benchmarks are performing.
- Store and review qualitative fund data, including contact info, strategy descriptions, investment terms, due diligence findings and more, as well as monthly, quarterly, daily, weekly and month-to-date returns and fund sizes.
- Analyze performance over any time period with over 900 risk and return statistics, including compound return, standard deviation, Sharpe ratio, Omega ratio, downside deviation, correlation, alpha, beta, and many more.
- Build and save search queries to find the investments that meet your mandate.
- Compare your investments with similar options using the Peer Group Analysis feature.
- Illustrate investment performance with a range of charts that can be saved and exported.
- Easily create powerful fund reports using professional-quality pre-designed templates that you can customize for more effective investor updates and marketing materials.
- Construct pro-forma portfolios of any combination of investments in your database, then use the Efficient Frontier Optimizer or the Linear Optimizer to find the allocations that produce the best risk/return profiles.
- Explore possible future performance scenarios for your portfolio using Monte Carlo simulations.
And that's just the beginning. To learn more about the many features in PerTrac Analytical Platform, click the links to the right. And because PerTrac Analytical Platform is part of the PerTrac Suite, it works hand-in-hand with PerTrac P-Card, PerTrac CMS, and PerTrac Portfolio Manager to deliver an integrated set of total workflow solutions.
Click here to download a printable product brochure in PDF format.
