Investment managers are constantly
being scrutinized. Many investment professionals, from consultants
to brokers, use our PerTrac 2000 tools to analyze every possible
detail of a manager's fund.
With PerTrac 2000 For Managers,
investment managers can utilize PerTrac's comprehensive analytics
to enhance and support the design of their portfolios. It
will also give investment managers insight to the analysis
being performed on their funds by other investment professionals.
Statistics & Performance Analysis
Easily produce any statistics that your clients or prospects
may ask for. And, since you are using the industry's standard
analytic platform, you will never have to defend your calculations.
View hundreds of statistics for a single investment on one
page.
The single investment page format allows the user to view,
print, and export tables containing performance numbers, risk
statistics, MPT and other benchmark analysis statistics.
Choose applicable benchmarks from our complimentary index
database. (Approximately 600 indices)
Style Analysis
PerTrac 2000 provides the user with numerous style universes
with which to analyze equity, fixed income, and balanced funds.
Compute a blended style benchmark, based on the selected style
universe, for comparative statistical and performance analysis.
Style attribution vs. a blended benchmark and market benchmark.
Pie or bar chart showing the blended benchmark allocations.
MPT and other comparative statistics vs. the blended and
market benchmarks.
Up-market and down-market statistical and performance
analysis vs. a blended and market benchmark.
Historical rolling style on periods that you specify.
Style matrix that will track style drift over periods
that you specify.
Produce a style matrix displaying the style drift of multiple
investments that you are analyzing.
Peer Group Analysis
Charts
Floating bar charts can be created for 150 risk and return
measures.
A risk-return scattergram for the entire universe.
Percentile rankings and return vs. universe charts for
cumulative, period return, and rolling 1,2,3,5 year returns.
Tables
For any of the 150 risk and return measures PerTrac will
compute a table showing the output results for the universe,
your fund and the selected benchmarks.
