PackHedge™ is ideal for asset management, hedge fund of funds, banks, family offices, pension funds, consultants, endowments, investment advisors and hedge fund managers. Whether your firm simply wants to quickly generate key statistics and presentation quality reports, must capture Due Diligence information or needs to aggregate multiple sources of hedge fund data into one clean “duplicate-free” platform for conducting in-depth screening, portfolio construction/monitoring, proformas or fund of funds shadow accounting… PackHedge™’s sophisticated suite of tools can be implemented and priced to meet your specific needs. No other product on the market can offer comparable or greater functionality than PackHedge™ for a lower price.

1. Data Management :
   At the core of PackHedge™ is a unique and extensive data model for qualitative and quantitative information that merges and aggregates multiple data sources, data frequencies, data types and currencies to provide one optimal aggregated series (OAS) of data. The OAS is the most accurate and most complete data available across all the data sources with a complete audit trail. Additionally, PackHedge™ has an interface with Bloomberg and the majority of data vendors that allows for direct data imports into the PackHedge™ analytics platform.

2. Fund Research & Analysis :
   Offering a sophisticated query engine with a user-friendly drag and drop selection process, PackHedge™ allows for in-depth screening on over 1,000 qualitative and quantitative data points. Statistical analysis, Risk Analysis and charting can be conducted on single or multiple funds for identifying potential investments and monitoring current ones.

3. Fund of Funds Shadow Accounting :
   A robust fund of funds module allows for the tracking of transactions, shareholder positions and allocations for analyzing the evolution of the fund of funds balance sheet, including number of shares, NAV prices, expenses and fees.

3. Portfolio Management :
   To assist in portfolio construction, monitoring and testing, PackHedge™ provides a series of tools to enhance the investment decision process. Portfolio simulations, including rebalancing and asset allocation exposures can be calculated in the Proforma module. Portfolio Optimization reports calculate and produce the ideal weightings for a portfolio, combined with other analytical reports such as Scenario Analysis and Rolling Regression Analysis, and allows users to easily compare combinations of assets to obtain several graphical representations of the best performing portfolio.

4. Due Diligence :
   Custom design Due Diligence Questionnaire(s) (DDQ) and as the DDQ's are completed, a simple click of a button and all the DDQ information is captured in the PackHedge™ database.

5. Report Publishing :
   PackHedge™ provides a flexible custom reporting tool for creating simple or complex reports on multiple managers, over multiple time periods, including multiple statistics and/or data points. With quick and easy mass production of reports in Excel, PDF and HTML formats, PackHedge™ can easily produce monthly snapshot reports or reports suitable for distribution to current and potential investors.