â¢ SEC Form PF filings made easy & convenient
Cosmos Technologies, the product division of Indus Valley Partners, today announced the inclusion of Form PF support within its data warehouse solution - Cosmos Polaris.
Form PF, a compliance directive from the SEC, mandates hedge funds and private equity funds to report detailed information on their portfolios which includes; fund AuM, positions, leverage limits, counter party information, portfolio exposures, as well as investor and limited/general partner data.
Cosmos Polaris populates Form PF data by providing an intuitive, easy to use data entry screen which can also be configured to automatically pull in details from internal systems. In addition, users can select relevant sections, and review and approve them in an integrated work flow. All Form PF data is archived for reporting and compliance purposes.
Gurvinder Singh, CEO, Cosmos Technologies/Indus Valley Partners said, âHaving established Polaris as a successful data warehouse solution for hedge funds, the addition of support for Form PF was a natural extension. With the impending deadline, Polaris presents a way to automate and speed up the entire filing process making it extremely convenient and hassle-free, saving critical man hours whilst ensuring data is accurate and reliable.â