Endowments & Foundations

For nonprofit institutions, even a few basis points of return or a slight reduction in risk may make a big difference over the long term. The pursuit of alpha and the mitigation of risk require good governance, a sound investment policy and solid analytical work.  This calls for institutional-quality software and services to manage assets effectively as well as to communicate with investment committees and boards of trustees – all while dealing with resource constraints including smaller staffs.

PerTrac products for your needs:

PerTrac Analytics for Investors >

Analytics enables endowments and foundations 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, investors can conduct in-depth risk assessment of their portfolios.

PerTrac Portfolio for Investors >

Portfolio provides multi-manager institutional investors with an automated and systematized way to centralize, model and monitor their portfolios of hedge funds as well as manage their liquidity.