PerTrac 2000 for Managers

Investment managers are constantly being scrutinized. Many investment professionals, from consultants to plan sponsors, use our PerTrac 2000 tools to analyze every possible detail of a manager's fund. With PerTrac 2000 For Managers, investment managers have available PerTrac's comprehensive analytics and charting to enhance and support marketing efforts and reporting. It will also give investment managers insight to the analysis being performed on their funds by other investment professionals.

With PerTrac2000 for Managers , producing style and peer reports is just a click away.

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)

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.

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.

Get a better idea of what PerTrac for Managers can do. Download the demo.