The pursuit of alpha is leading many investors toward highly diversified portfolios that may include alternative funds, long-only funds, funds of funds, CTAs and more. Constructing and maintaining portfolios that can generate robust returns at varying levels of risk often requires frequent rebalancing and course correction. In this environment, asset managers of all types and sizes need advanced allocation tools to select investments from multiple databases, create composite portfolios, build pro forma tables and optimize all along the way.
PerTrac products for your needs:
Analytics allows asset managers to aggregate data from diverse data sources, identify appropriate funds based on risk/reward profiles as well as to construct and maintain optimized portfolios.
Portfolio enables investors to evaluate the overall exposures for a portfolio to decide when to reallocate, as well as assess available liquidity to determine whether reallocations are possible.