PerTrac CMS is a comprehensive research management software platform that enables investment teams to consolidate all fund research data, manage interactions with investment managers and keep due diligence on track.
PerTrac CMS for Investors brochure
Key Features
- Centralize manager research so that everyone in your organization has the information they need at their fingertips.
- Automatically capture all e-mails, meetings, notes and tasks in Microsoft Outlook – an environment you work in every day.
- Track an unlimited amount of due diligence information – and conduct advanced queries across all information sources.
- Combine quantitative and qualitative research information into views, dashboards and reports.
- Configure the system to define your own action rules and alert settings.
- Access information remotely via any mobile device or web browser.
Primary Functionality
- Research Management – House in a single system all of your fund research data, including manager contacts and employee history, fund terms, subscription documents and research ratings. Easily capture, locate and retrieve archived reports and agreements through a built-in document management system.
- Asset Allocation – Screen for appropriate fund managers using comprehensive dossiers of qualitative and quantitative information. Maintain fund watch lists and create custom dashboards to compare qualitative and statistical information at a glance.
- Due Diligence – Easily request, collect, store and access important fund manager information, including due diligence questionnaires, fund documentation, fund ratings, emails, calls and meetings. Maintain a complete audit trail of what was said, sent and received for last minute due diligence reviews.
- Risk Management – Discover potential risks in relationships between your fund managers and their service providers through the advanced query feature. Find key search terms anywhere in the system, even in the bodies of documents. For example: “A major industry counterparty is in trouble – which of our managers have business exposure with them?”
- Fund Relationship Management – Track complex interactions, such as quarterly manager calls and yearly due diligence reviews, which occur between your team and the various professionals at fund management firms. Log the thousands of calls, emails and meeting notes you send and receive into one centralized database that can be searched at the individual contact level as well as by company and fund.
Related Products, Services and Add-Ons
- PerTrac Analytics for Investors – Identify appropriate funds based on risk/reward profiles as well as construct and maintain optimized portfolios.
- PerTrac Portfolio – Centralize, model and monitor hedge fund portfolios.
- Consulting Services – Engage PerTrac Professional Services consultants to analyze your workflow and customize our products to integrate with proprietary systems.
- Mobile 2.0 – Enable your Blackberry handheld device to access data stored in PerTrac CMS.
