Risk Shell Editions for Hedge Fund Marketers
Risk Shell Hedge Fund Marketer configurations are designed for investment managers that need to present fund performance and risk characteristics to institutional investors using consistent quantitative evidence. The editions combine fund analytics, peer comparison, attribution analysis and reporting with tools for managing marketing data and investor materials.
The editions are cumulative. Higher configurations add deeper comparative analysis, performance attribution and data-management capabilities, while Ultimate IV introduces Stress Testing for managers that want to demonstrate how the fund has behaved under historical extreme events and other defined stress scenarios.
Fund Positioning & Peer Analysis
Evaluate the fund against relevant managers and peer groups rather than presenting performance statistics in isolation.
- Global Search and 100+ quantitative screening criteria
- Classic and Multi-Statistic Peer Group Analysis
- Side-by-Side Analysis across funds and benchmarks
- Risk and return statistics for comparative fund positioning
Performance & Attribution Analysis
Support investor discussions with quantitative analysis of return behaviour and the sources of fund performance.
- Static and Dynamic Attribution Analysis
- Trend Segmentation™ for changing market conditions
- Return Adjustment Framework for manager-controlled performance data
- Interactive analytical charts and comparative reporting
Marketing Data & Investor Materials
Maintain fund-specific marketing data, research records and investor documents within the same environment used for quantitative analysis.
- Custom Assets and proprietary descriptive fields
- CRM Document Manager with email parser
- Data Management for custom fields and data merge
- Technical and design reports for investor-facing analysis
Stress-Test Evidence
Ultimate IV adds Stress Testing for managers that want to show how a fund performs under difficult market conditions, not only over conventional trailing periods.
- Historical extreme-event stress tests
- Model-based and user-defined stress scenarios
- Fund risk results that can be compared with peers and benchmarks
- Additional quantitative evidence for institutional investor discussions
Choose the Appropriate Hedge Fund Marketer Edition
Basic provides the core fund research, risk analysis and reporting environment. Ultimate I adds peer comparison, research containers and custom assets; Ultimate II adds attribution analysis and manager-controlled return data; Ultimate III adds marketing-data management, CRM and index-building tools; and Ultimate IV adds Stress Testing for the most comprehensive presentation of fund risk and downside behaviour.
The matrix above provides the complete component-by-component comparison of Risk Shell Editions for Hedge Fund Marketers.