The investment world has changed dramatically in recent years with complex investment strategies that allocate to diverse asset classes, including alternative funds, private equity, long-only funds, commodities and more. Even diversified portfolios are often more correlated, requiring more frequent rebalancing and course correction. In this environment, asset managers of all types and sizes require institutional-quality software to better access and manage multiple databases of traditional and alternative investments, thoroughly analyze along a broad array of risk/reward criteria and seamlessly communicate with clients, fund managers and associates.
PerTrac products for your needs:
Analytics enables asset managers to select alternative and traditional fund managers, to construct and optimize portfolios and to automate the creation of graphically-rich investment reports. And with the add-on module, RiskPlus, managers can conduct in-depth risk assessment of their portfolios.
Portfolio provides asset managers with an automated and systematized way to centralize, model and monitor their diverse portfolios of hedge funds as well as manage their liquidity.