Risk Management
As asset managers diversify their allocations and increase their investment into alternative funds, they’re finding that it introduces new challenges to the process of screening managers and identifying the sources of risk in a portfolio. Conventional statistics and risk analysis tools don’t account for the asymmetrical return distributions of most investments and are likely to miss red flags in a portfolio. And it’s difficult, if not impossible, to get an updated list of holdings from each fund manager on a timely basis. In addition, better exposure analysis and more frequent re-balancing are often needed to deal with changing asset class correlations.
PerTrac products for your needs:
PerTrac Analytics for Investors >
Analytics enables asset managers to perform risk/reward analysis using over 900 different statistics. And with the add-on module, RiskPlus, investors can examine portfolio risk based on the monthly returns of each fund in the portfolio rather than relying on each fund’s holdings.
PerTrac Portfolio >
Portfolio enables investors to see where their portfolio stands at all times relative to overall geographic, sector, strategy, market cap or equity exposures.
