Funds of Funds
Because Funds of Funds act as both investor and fund manager, they need not only superior investment analytics but also effective marketing and communications tools to attract and retain assets under management. Allocators require tools to better access and manage diverse databases of information, thoroughly analyze along a broad array of risk/reward criteria and seamlessly communicate with sub-fund managers and associates. Fund managers need to clearly communicate the factors that distinguish their funds from others as well as provide superior client service and reporting.
PerTrac products for your needs:
PerTrac Analytics for Investors >
Analytics helps allocators to identify sub-managers, perform advanced risk/reward analysis and automatically create performance reports. And with the add-on module, RiskPlus, they can conduct in-depth risk assessment of their portfolios.
PerTrac CMS for Investors >
CMS gives investment teams all the tools they need to centralize and control fund research, manage interactions with sub-managers and keep due diligence on track.
PerTrac Analytics for Fund Managers >
Analytics gives the investor relations and marketing teams at funds of funds all the data and statistical tools they need to clearly position their funds and to easily create investor reports and other marketing materials.
PerTrac CMS for Fund Managers >
CMS provides sophisticated CRM tools and more to enable funds of funds to manage the capital-raising process as well as to keep critical prospect and investor information organized, communications on track and compliance streamlined all along the way.
PerTrac Portfolio >
Portfolio enables funds of funds to centralize, model and monitor their diverse portfolios of hedge funds as well as manage their liquidity.
