PerTrac Reporting Studio facilitates the production of presentations illustrating PerTrac data in reports featuring multiple investments and benchmarks. PerTrac Reporting Studioâs helpful Report Wizard walks users step-by-step through the process to generating attractive portfolio-level reports quickly. Each report provides detail including comparative manager analysis reports, universe-level ad hoc reports, and composite portfolio reports. PerTrac Reporting Studio can even handle complex data sets with up to 100 investments on a single report.
âWe are pleased to add PerTrac Reporting Studio to our growing suite of applications for investment professionals,â said Gerry Mintz, PerTrac President and CEO. âOffering this new application as a free add-on increases the value of our most popular product, the PerTrac Analytical Platform. Hedge funds and other money managers will find it can dramatically improve their capital introduction and investor relations workflow by providing tools to quickly generate performance reports for investors and prospects, while investors and funds of hedge fundsâ screening and due diligence procedures will benefit from both reporting and interface improvements. Weâre continuing to innovate and look for new ways to improve our usersâ experience with our products, and I think our clients will agree that the new PerTrac Reporting Studio is a good example of that.â
PerTrac Reporting Studioâs drag and drop interface also allows users to quickly generate ad hoc reports that can serve as fully customizable alternative interfaces to usersâ PerTrac data. PerTrac Reporting Studio provides a whole new window on the more than 900 statistics, charts, and graphs provided in the PerTrac Analytical Platform. The applicationâs flexibility allows on-the-fly changes to ad hoc reports and makes it an especially strong solution for registered investment advisors, consultants, and other professionals who spend a lot of time showing multiple portfolio combinations to a range of clients.
Users can select from pre-built report templates or design their own custom reports by dropping in pre-defined tables and charts, a correlation matrix, text fields, pictures, and the statistics available in the PerTrac Analytical Platform. PerTrac Reporting Studio is designed to work seamlessly with data from all the major industry data vendors, including HedgeFund.net, BarclayHedge, Hedge Fund Research, Morningstar, PSN, Lipper, MSCI, and many more.
PerTrac Reporting Studio has received extensive beta testing since last December by numerous PerTrac clients. âOver the last few months of testing PerTrac Reporting Studio, I have found it to be simple to learn, easy to navigate and very user-friendly. Overall, I have generated better reports in a shorter amount of time,â noted Tony Hu, a Marketing Analyst and beta tester at Asset Alliance, a New York-based investment management firm specializing in hedge funds and funds of funds. Together with its affiliate managers, the firm has in excess of $3 billion in assets under management.
Key features of PerTrac Reporting Studio include:
â¢ Attractive, graphically rich reports on universes (i.e. groups) of up to 100 investments
â¢ New user-friendly Windows interface with drag-and-drop functionality
â¢ Pre-built multi-page report templates
â¢ Pre-defined tables and charts
â¢ Advanced peer group analysis content not currently available in the PerTrac Analytical Platform
â¢ Charts and tables with override feature: change date ranges and investments on the fly
â¢ Correlation matrix
â¢ All PerTrac Analytical Platform statistics
â¢ Data vendor-specific qualitative fields
â¢ Common qualitative fields mapped across all data vendors
â¢ Portrait or landscape page orientation
â¢ Multiple output choices: print from the application with robust Print Preview and Print options, export to PDF, or save as an Excel file
PerTrac Reporting Studio currently serves as a supplemental reporting tool for PerTrac Analytical Platform users alongside two earlier reporting applications, PerTrac Reports and PerTrac Publisher, both of which continue to be bundled with the PerTrac Analytical Platform. PerTrac Reporting Studio will eventually absorb the functionalities of and completely replace PerTrac Reports and PerTrac Publisher. As future versions of the PerTrac Analytical Platform become increasingly integrated with the PerTrac CMS and PerTrac Portfolio Manager applications, PerTrac Reporting Studio will serve as a central reporting tool for the entire PerTrac Suite of Investment Management Solutions.