PerTrac Analytics is the world's leading investment analysis software, helping Investor Relations, Marketing and Fund Managers distinguish their funds from the competition and take their investor reports and marketing materials to the next level.
PerTrac Analytics for Fund Managers brochure
Key Features
- Scrutinize your funds through the same lens as your investors.
- Produce professional, graphically-rich reports in a matter of minutes.
- Illustrate how you stack up against the competition.
- Show the value of your fund in a prospective investor’s portfolio.
- Identify potential Funds of Funds for your marketing efforts.
- Be prepared for any investor question.
Primary Functionality
- Performance Analytics – View your funds with the same tools investors use, so you can speak the same language and anticipate their queries. Seamlessly switch between benchmarks and other reference points to quickly address ad hoc requests.
- Fund Positioning – Run peer and benchmark analyses to showcase your fund’s unique competitive advantages. Rank percentiles across your selected universe and generate charts and tables for over 150 risk and return measures. Create Portfolio Comparison Reports to demonstrate your fund’s ability to enhance return or diversify risk in a prospect’s portfolio.
- Data Management – Choose from the broadest selection of Data providers available to identify your most representative peer group and know what you’re up against.
- Capital Raising – Automate the creation of fund performance reports, pitch books and other marketing materials with content that is updated with the click of mouse. Quickly link any or all information to Powerpoint for a total marketing package.
- Client Reporting – Create professional-quality, custom investors reports, choosing from over 40 templates and from hundreds of statistics and graphs, with drag-and-drop functionality.
Related Products, Services and Add-Ons
- PerTrac CMS for Fund Managers – Consolidate all fund research data, manage interactions with investment managers and keep due diligence on track.
- Consulting Services – Engage PerTrac Professional Services consultants to create and build your reports, using data from administrators, accounting packages and other third-party sources.
- Data Feeds – Get seamless access to thousands of hedge funds, mutual funds and other investments in order to choose the most representative peer group.
- PowerLink – Connect data and statistics from PerTrac Analytics with your proprietary models and reports maintained in Excel.
- P-Card – Distribute fund information to current and prospective clients over a secure and convenient platform.
- API Toolkit – Develop custom solutions around specific workflow needs, including web-based front ends.
