FundInsight streamlines portfolio management by letting managers conduct fund analysis, store due diligence information and manage their allocation process all from one platform.
This latest release includes a portfolio allocation worksheet where managers can share investment allocation scenarios online and drill down at any point to view comprehensive information on any fund including performance analysis, notes, exposures and documents. Once final decisions are made, FundInsight automatically generates trade tickets for operations personnel to process.
âThe ability for us to easily access information through the new allocation worksheet has been critical to improving the efficiency with which we make investment decisions,â said James Burritt, Managing Director at Thomas H. Lee Capital, a New York-based fund of hedge funds. âFundInsight has become the central platform for us in managing our portfolio,â Burritt added.
Sagen Asset Management, a Manhattan-based family office has been a FundInsight client for more than three years. âThis new tool is exactly what we needed. It ties all of our fund information together in a way that gives us more dimension as we work through asset allocation decisions,â said Carol Calhoun SAGENâs Chief Operating Officer.
âOur goal was to provide our clients with a better way to facilitate their allocation process while leveraging all of the valuable information the platform already centralizes,â said Erol Dusi, President of Imagineer technology Group. âItâs been very exciting to get feedback from our current and prospective clients that weâve come up with the right interface.â