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Manager Searches

Plan sponsors can now take advantage of the same software used by consultants throughout the world to recommend products to their clients. PerTrac 2000, combined with the Nelson Information database with over 10,000 products, allows extensive manager search functions as well as asset allocation, style analysis and performance measurement . Additionally, Pertrac interfaces with all the major alternative investments databases from Tremont/TASS, Hedge Fund Resarch(HFR), MAR Hedge, HedgeFund.Net and Atlvest.

Searches can be preformed on both qualitative and statistical measures. But, most important, products can be located based on specific style characteristics.
For Example:

 


1) Locate a product whose Large Cap Growth component is greater then 60%.
2) Locate a product whose total Large Cap component is greater then 90%,
    ie pure Large Cap.
3) Make sure that there is virtually no Small Cap component.
4) Locate a product whose R Squared with the style benchmark is greater the 85%.
5) Locate a product whose Active Premium with the benchmark is greater then 0%,
    ie outperformed the market.

 

 

For more information click here.

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