Asset Allocation
Capital Raising
Client Reporting & IR
Compliance
Data Management
Due Diligence
Exposure Analysis
Liquidity Analysis
Performance Analytics
Portfolio Management
Research Management
Risk Management
Exposure Analysis
Maintaining a multi-manager portfolio is like juggling many balls – all of different shapes and sizes. While tracking exposures on individual funds is essential, it’s even more important for portfolio managers to know where the overall portfolio stands at all times and whether they’re about to cross a threshold. By getting a comprehensive view of geographic, sector, strategy, market cap or equity exposures at the portfolio level, managers can better decide whether to reallocate to different classes or strategies.
PerTrac products for your needs:
PerTrac Portfolio >
Portfolio enables asset managers to assess the overall exposures for a portfolio in order to determine whether it’s time to reallocate.
