|PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and other investment instruments (UCITS, ETFs, Equities, Real Estate, etc.) empowering qualitative and quantitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, together with due diligence, document management, workflow management, compliance, KYC and financial innovation.
PackHedge™’s comprehensive portfolio construction and management tools provides flexible Pro Forma portfolio simulation as well as complete portfolio construction, management and shadow accounting. For mixed asset portfolios, managed accounts or funds of funds, based on any combination of price/share or amount based investment instruments. Allowing simple, master feeder and/or proportional accounting, as well as providing liquidity ladder analysis cash-flow analysis/projections with what-ifs, contribution analysis, attribution analysis and exposure analysis. PackHedge™ offers the most advanced analysis tools including: stress testing, scenario analysis, sensitivity analysis, portfolio optimization, style analysis and peer group analysis, extensive risk and statistical analysis, PCA (Principal Component Analysis), cluster analysis, etc. Qualitative tools include: comprehensive CRM (client relationship management), Outlook synchronization, document management, workflow management tools including setting limits and alarms, compliance, KYC and much more.
PackHedge™ Diagram – The Integrated Solution
|A series of state of the art modular tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency qualitative and quantitative data. PackHedge™ includes true data aggregation, extensive statistical analysis and charting, multi-dimensional query engine and an extremely flexible, easy to use and powerful custom reporting and batch report capabilities. In addition, tools to manage time series imports and customizable due diligence questionnaires are provided to ensure full data integrity. Also a powerful Web-Services API allows data interchange.|