Client Type: Corporate Pension Fund
Size: 72nd Largest Company in the World
This household name is a regular user of AlternativeSoft and operates with a large Microsoft SQL database comprising of proprietary fund data, Bloomberg data and data from eVestment. Their users extensively utilize the Black-Litterman Portfolio Optimization and Portfolio Management functionality (with intra month trades when their reference data’s NAVs are only recorded monthly), whilst emphasis is placed on their Hedge Fund Portfolio’s liquidity and outperformance correlation matrix. An important part of their investment reporting process is the effective and robust Factsheet preparation for their invested funds as well as for potential candidate funds.