PerTrac Analytics is the world's leading asset allocation and investment analysis software, providing the most complete array of statistical measurements and data available.
PerTrac Analytics for Investors brochure
Key Features
- Combine, centralize and automatically de-duplicate fund information into a unified, searchable database.
- Identify investments that meet your specific criteria.
- Select appropriate investment managers based on their risk/reward profiles.
- Build, optimize and evaluate pro forma portfolios.
- Create performance charts with a single click.
Primary Functionality
- Data Management – Automatically filter duplicate investment records from different data sources, including your own data, manager-supplied data and/or subscription databases from a range of Data providers.
- Performance Analytics – Perform risk/reward analysis on single or multiple investments, using over 900 statistics available in a user-friendly, organized and flexible format.
- Asset Allocation and Portfolio Construction – Select managers based on both quantitative and qualitative investment criteria in order to create and continuously evaluate composite portfolios and composite benchmarks.
- Portfolio Optimization – Maximize your portfolio’s efficiency by building and evaluating it using the Linear, Markowitz or Black-Litterman methods.
- Due Diligence – Measure how well investment managers in your portfolio adhere to their stated style objectives and guidelines.
- Risk Management – Stress test portfolios using Monte Carlo simulation. And with the add-on module, RiskPlus, identify the sources of risk in multi-asset class portfolios using cutting-edge statistics based on fat-tailed distributions, dynamic correlations and multi-factor models.
- Reporting – Create standardized and custom investment reports with drag-and-drop functionality.
Related Products, Services and Add-Ons
- PerTrac CMS for Investors – Conduct qualitative due diligence on selected managers and centralize all fund research.
- PerTrac Portfolio – Automate and systematize all of the processes around the management of portfolios.
- Consulting Services – Engage PerTrac Professional Services consultants to help migrate your data into a high-quality data set that is free of errors.
- RiskPlus – Examine portfolio risk based on the monthly returns of each fund in a portfolio rather than relying on each fund’s holdings.
- Data Feeds – Get seamless access to thousands of hedge funds, mutual funds, separate accounts and other investments.
- PowerLink – Connect data and statistics from PerTrac Analytics with models and reports maintained in Excel.
- P-Card – Automatically import updated information from fund managers, without having to manually enter data.
- API Toolkit – Develop custom solutions around specific workflow needs, including web-based front ends.
