Comprehensive Portfolio Analysis - What you see is largely determined by where you're standing. PortfolioInsight positions executive officers on top of firm activity, with real time access to capital allocation, position P&L, credit risk exposure and key indicator updates. This means instant access to firm, fund, strategy, asset class, and position information either at summary levels, or drilling down to underlying securities.

• Optimum resource allocation through effective institution-wide position reporting and analysis.
• Comprehensive credit management to assess and limit risk.
• Attribution analysis to understand and maximize the profitability of your strategies.

Superior Performance Management: Making the right moves is tough enough, without the struggle of collecting and organizing data. PortfolioInsight automates the gathering and presentation of fund-level data for superior decision support. Gain the reports you need for effective order and portfolio management, portfolio balance, cross-fund relationships and virtually any other relevant management issue in real-time. Also, PortfolioInsight reduces manual data handling, minimizing inconsistencies and errors. As a result, fund managers attain more reliable information formatted to meet their unique needs.

Live P&L: As daily activity increases, near-real-time views of positions based on intraday trading and associated gains/losses are a must. PortfolioInsight aggregates data from the accounting system and combines it with trades and current market pricing. This allows users to:

• Aggregate real-time trades with last night's positions.
• Mark-to-market by incorporating real-time data feeds.
• Allocate trades to multiple funds by applying firm-specific allocation policies.

Automated Firm and Fund Guidelines: Hedge fund guidelines (internal and investor-driven) are becoming increasingly complex. Managing the maze of client guidelines, diversification rules and credit limits can consume time and energy otherwise devoted to boosting profitability. PortfolioInsight automates guideline management processes for efficient tracking, reporting and resolution of guideline exceptions. Ultimately, your superior operational controls can even serve to draw additional investors.

Specific features include:

• Business-centric guidelines
• Diversification rules
• Country/sector exposures
• Credit limits
• Security distribution/mix
• Report Cards
• Automated analysis
• Visible alerts and notifications