PORTIA for Hedge Funds provides all the tools necessary to properly account for the intricacy of hedge funds. To facilitate management and present a clear picture of any financial situation, PORTIA offers a customizable investment ledger, strategy builder, and real-time profit and loss analyzer. Hedge exposures are identified by unique security variables within each portfolio, and a corresponding transaction entered against the strategy will be counted toward targets.
PORTIA for Insurance offers a set of features integrated into the core of PORTIA, supporting all of the needs of insurance specific firms and firms with insurance as part of their business. PORTIA for Insurance provides comprehensive data for Schedule D reporting, support for insurance specific ratings and integration with Fiserv Insurance Solution’s Freedom reporting package. The PORTIA Investment Ledger can maintain multiple-bases, and provide GAAP, statutory and tax reports on any of the bases with a click of a button.
“This latest enhancement, targeting as it does the hedge fund and insurance arenas, represents many years of continuous investment in PORTIA,†said Christy Bremner, Managing Director, Thomson PORTIA. “By expanding its core capabilities and leveraging new technologies on an on-going basis, PORTIA today stands as the financial professional’s go-to-choice for managing assets. It provides users with the flexibility to keep pace with today’s increasingly complex global investment instruments, from common stocks and bonds to multi-legged swaps and syndicated loans,†said Bremner.
Thomson PORTIA’s open architecture and integration capabilities enable real-time integration with other systems, applications, data providers and counterparties, and facilitates integration with other data, settlement and analytic solutions. The PORTIA Workspace supports user customized desktops. The configurable Task Zone allows each user to create a personal view with immediate access to the most heavily used functions.
