Firm Profile: Hedge FoF, Alternative Investments, Advisory Services

Product: Risk Shell, Database Integration, Custom Development

ABC Quant Client Since 2014

The European Alternative Investment Management Firm (The Firm) was founded in 2002 and offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. The Firm has about US$2B in assets under management and is headquartered in Madrid. As of Dec 2017, their team includes 9 employees, of whom 5 are investment professionals.

The Firm was looking for a complete investment framework incorporating the following features:

• all-in-one platform to cover all phases of the investment process: manager selection, due diligence, risk assessment and portfolio construction;
• a flexible data structure that would allow integrating the Firm's own in-house hedge fund database;
• a simple and user friendly interface to maintain their own database on the cloud ;
• a multi-user shared access across all components and data sets.

Risk Shell presented a perfect-fit solution to address all the above requirements. 

Custom Database Integration

The Firm required a different data integration solution - not creating a data bridge to the Risk Shell servers, but embedding a client's database into a vendor's database - as a virtual data set. This way the Firm could continue using their own database within the Risk Shell environment yet access the vendor's database as the same data set. The ABC Quant's team developed a new data management system that allowed creating unlimited clients' virtual databases, merged with vendors' databases. The new system also offered a high degree of flexibility in creating user-defined data fields, complementary to vendors' fields. "Risk Shell was selected as the only platform to address our needs in integrating our own databases yet providing a comprehensive due diligence and risk management framework," said the Firm's Partner.

Responsive Support

The custom development was not over upon the completion of the data integration phase, because the Firm asked for numerous improvements of the data management interface as well as the core data structure. ABC Quant released over 10 new Risk Shell releases, solely addressing the Firm's unique requests. The Firm was pleased with the ABC Quant's services, support and ongoing developments: "With advanced analytics, continuous ongoing development in improving the system, excellent maintenance & support, we can highly recommend Risk Shell."