Information Management

PerTrac started out as the most comprehensive quantitative analysis software tool available. The evolution of investment analysis has lead not only to increased quantitative analysis, but also qualitative information management. As a result, PerTrac contains the most comprehensive information management system available. PerTrac allows you to combine information from a variety of data vendors into one central database. For those investors considering investments across multiple asset classes, PerTrac insures maximum flexibility and efficiency in managing this mountain of data.

Statistical and Performance Analysis

PerTrac 2000 allows the client to analyze over 900 statistics and performance measures. Computing the many statistics and performance measures that are required for comprehensive investment analysis was our first objective. We then focused our attention on providing the most user-friendly, organized, and flexible format for selection and output of the analysis.

Manager Searches

PerTrac 2000 is a comprehensive qualitative manager information analysis tool. When we combine the quantitative and qualitative features of PerTrac 2000 we create a powerful & efficient manager search engine.

Asset Allocation & Portfolio Optimization

One of the most useful analytical functions within PerTrac 2000 is the ability to create composite portfolios and composite benchmarks. Whether you are building a composite portfolio of mutual funds, separately managed accounts, fund-of-funds, or in-house investments you will find the allocation tools within PerTrac 2000 to be intuitive and powerful. PerTrac 2000 provides you with two powerful optimization models with which to construct, analyze, and present your portfolios: Markowitz Mean/Variance Efficient Frontier Optimizer & Linear Optimizer that supports the building and analysis of asset allocation by optimizing a group of assets/investments on numerous statistics (i.e. Sharpe Ratio).

Style Analysis

PerTrac 2000 has a performance based style analysis tool that provides Consultants and Plan Sponsors a comprehensive analysis of a manager's current and historical style. Investment Managers will also benefit from our style analysis feature, by viewing the same data on their funds, that Consultants and Plan Sponsors will use in their investment decision-making process.

Peer Group Analysis

Peer group analysis is one of the most widely used tools in the analysis of investment managers and funds. Consultants, Plan Sponsors or any investment professional involved with client searches, monthly/quarterly reports, due diligence or on-going monitoring, will find our peer group analysis tool extremely useful. Traditional or Alternative money managers can prepare analysis for internal management reports or external presentations to clients.

Monte Carlo Simulation

PerTrac 2000 not only provides the tools for comprehensive analysis of the past, but also provides for the analysis of expected outcomes in the future. This will enhance your knowledge of potential future risks when building or analyzing your client's portfolios.