Superior Portfolio and Performance Management: Effective decision-making is a major challenge. Why complicate it with the labor of accessing, collecting, organizing and reporting data from underlying managers? FoHF PortfolioInsight automates the gathering and presentation of fund manager's position data for superior decision support, whether you have full or partial transparency into the managers positions. This means the reports you need to effectively assess manager performance, their allocations and virtually any other relevant data are immediately available. In addition, FoHF PortfolioInsight reduces manual data handling, minimizing inconsistencies and errors.

FoHF PortfolioInsight enhances management across managers through:

• Superior real-time analysis of manager's positions.
• Effective drill-down and cross-manager reporting.
• Reports and alerts based on individual guidelines for each manager fund.
• Detailed performance measurement metrics like Sharpe ratio, sortino, skew, kurtosis, standard deviation etc.  

Automated Firm and Fund Guidelines: Internal and investor-driven guidelines are getting increasingly complex and sophisticated. Managing the maze of client guidelines, diversification rules and credit limits can consume time and energy otherwise devoted to boosting profitability. PortfolioInsight automates your guideline management processes for efficient tracking, reporting and resolution of guideline exceptions.

Specific features include:

• Business-centric guidelines
• Diversification rules
• Country/sector exposures
• Credit limits
• Security distribution/mix (if available)
• Report cards
• Automated analysis
• Visible alerts and notifications