Hedge Fund Reporting – Key Challenges
Client requires proven, flexible & robust solution for Quantitative & Research Analysis, Performance tracking for 3000+ hedge funds in their Cogendi software for their investment advisory committee & business development team to focus covering global markets including the United Kingdom, the Channel Islands, Europe, South Africa, Latin America, Japan, Asia-Pacific and the Middle East with their wide range of investment product
Client Profile
The Stenham Asset Management Group provides market leading investment solutions for pension funds, charities, family offices and high net worth individuals, including both discretionary portfolios and funds of hedge funds. With total asset under management of 2.2 billion.
Proposed Solution
As a service provider to FoHFs for Middle & Back Office processes, IBN Technologies recommended an integrated suite of services:
Quantitative Tool Development using VBA Macros / Mat-lab in MS Excel & MS Access.
Fund/Indices Performance updation
Exposures & P&L attribution updation
Cogendi Database Maintenance,
Data Analysis
Performance Reporting
Risk Reporting for IAC Meetings
Results
By Availing IBN Fund Of Hedge Funds Back Office services, Stenham Advisors were able to meet its deployment deadline, Investment decisions more effectively and at macro level with the support of IBN team.
Additionally, audit firms may also assess whether a company’s data is stored safely and securely from cyberattacks or other meddling efforts, especially if they use any automated financial system such as Enterprise Resource Planning (ERP). Furthermore, audit firms can ensure that the organization complies with fair labor practices set forth by relevant labor laws.
Stenham team was able to focus more on core research & analysis activities with customized quant tools:
Performance Attribution tool
Exposure Analysis Tool
Dynamic Risk View Analysis
Beta Correlation Analysis
Drawdown Analysis
Value at Risk Analysis Tools
Clear visibility for further investment.
Ready to use data through up-to-date database.
Ready to use customize reports for IAC Team & Business Development Team.
Benefits
The integrated suite of services recommended by IBN, Supported by domain expertise and professionals, delivered powerful results effectively & efficiently.
Enhanced investment activities
Cost effective
Ability to meet agreed deadline to their investors
Greater efficiency, resulting in more focus towards core research activities.
Avail IBN’s prominent Hedge Fund services today !!!
