Wallets Print E-mail

Any hedge fund portfolio construction process involves truncating the hedge fund universe and creating numerous subsets satisfying certain criteria, either qualitative or quantitative. You may want to group and save funds with desired risk-return profiles, managers exposed to certain economic factors or imply managers pre-selected for conducting due diligence. To facilitate this process, Quant Suite 2009 includes an integrated set of tools for creating and managing unlimited subsets of hedge funds, like favorites. We call these subsets Wallets.

Create new and manage existing wallets using intuitive graphical user interface. Add or delete funds by a single mouse click. Add comments and/or pre-defined instrument status flags. Save wallets as portfolios with assigned underlying weights. Load saved wallets into the portfolio panel or filtered funds. Manage up to five opened wallets simultaneously.