Fund Manager Portfolio Management Suite
Tuesday, September 26, 2023, 10:00am - 11:00am
Contact Chris Bartlett, Andrew Grauberg

Fund Manager Portfolio Management Software

Risk Shell Fund Of Funds Manager Editions present an advanced all-in-one software suite including asset selection, risk management, portfolio management, portfolio construction and due diligence tools for institutional fund managers.It was designed for the following categories of investment funds:

  • Hedge fund of funds

  • Long-only traditional funds

  • Multi-asset funds and multi-asset portfolios

  • Multi-manager funds

This introductory webinar presents the Fund Manager Portfolio Management suite live and not only guides you through all its modules and components, but also shows numerous practical examples of risk analysis, portfolio construction and asset selection techniques.

Portfolio Management Software

  • Shadow accounting tailored to alternative investments and multi-manager funds
  • Portfolio liquidity analysis
  • Portfolio exposure analysis, static and dynamic
  • Portfolio limit control

Portfolio Construction Software

  • Asset selection - Manager selection - Manager screening. Quantitative and Qualitative asset search filters.
  • Risk Assessment of hedge funds, long only funds, fund of funds and hedge fund of funds.
  • Portfolio Construction Tools for Fund of Funds:

    • Portfolio Marginal Risk Contribution
    • Portfolio correlation and diversification analysis
    • Portfolio optimization
    • Portfolio stochastic simultion
    • Market-neutral portfolio builder
    • Portfolio risk budgeting
    • Portfolio What-if analysis
  • Peer Group Analysis
  • Stress testing of hedge funds, hedge fund of funds, fund of funds and multi-asset portfolios
  • FlexiRank™ - asset ranking software
  • Returns-Based Analysis and Holdings-Based Analysis

Due Diligence Tools and CRM

  • Due Diligence management system and Due Diligence questionnaires
  • CRM and Document Manager

Asset Selection and Portfolio Construction Software: Demo For Fund Managers

  • Simple and complex asset selection filters
  • Macroeconomic Scenario Screening and Trend Segmentation examples
  • Regression-type global manager search across multiple databases
  • Portfolio analysis of hedge fund of funds: risk-return profiles, 3D Marginal Risk Contribution, correlation and diversification analysis
  • Portfolio What-if analysis demo
  • Non-linear hedge fund of funds portfolio optimization examples
  • How to build a market-neutral portfolio of hedge funds - step-by-step demo
  • Stress testing examples

Potential Audience

Institutional portfolio managers, hedge fund of funds and multi-asset portfolio managers, CIOs, family offices, consultants, research houses, investment advisers, endowments.

Location online
Live control of Risk Shell applications via GoToMeeting and/or Webex.
UK & Europe, GMT time zone - morning session. Free Access
Registrations are now closed



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