For those conducting research and due diligence on hedge fund managers the volumes of information involved are increasing and can easily become difficult to manage.
The FolioMetrics solution provides a centralised repository for all information gathered during the research, due diligence and monitoring process.
- Easily customise forms to capture your own qualitative or quantitative fields.
- Capture meeting notes and log emails in seconds – directly within Microsoft Outlook.
- Quickly tag documentation to any number of funds, companies, contacts or categories. No need to be constrained by a cumbersome folder structure.
- Capture performance data directly from managers or from third party data vendors and perform in depth statistical analysis and reporting.
- Use the FolioMonitor module to quickly alert you to outstanding data requirements such as missing documentation or overdue manager meetings.
- Capture due diligence questionnaire results and be alerted to missing data points.
- Track fund ratings over time and over a number of categories.
- Create powerful and flexible research reports including batch capabilities to easily generate reports for a group of funds in one step.
- Create dashboards to see a personalised research view at a glance.