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ONE OF THE LEADING FOHF REDUCES COST BY OUTSOURCING RISK ANALYSIS & RESEARCH ACTIVITIES TO OPTIMIZE PERFORMANCE

Client provides market leading investment solutions for pension funds, charities, Family Office and high net worth individuals, including both discretionary portfolios and funds of hedge funds. With total asset under management of 2.2 billion.

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ONE OF THE LEADING FOHF REDUCES COST BY OUTSOURCING RISK ANALYSIS & RESEARCH ACTIVITIES TO OPTIMIZE PERFORMANCE

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  1. ONE OF THE LEADING FOHF REDUCES COST BY OUTSOURCING RISK ANALYSIS & RESEARCH ACTIVITIES TO OPTIMIZE PERFORMANCE Client provides market leading investment solutions for pension funds, charities, Family Office and high net worth individuals, including both discretionary portfolios and funds of hedge funds. With total asset under management of 2.2 billion. KEY CHALLENGES Client required proven, flexible & robust solution for Quantitative & Research Analysis, Performance tracking for 3000+ Hedge Funds in their Cogendi software for their investment advisory committee & business development team to focus covering global markets including the United Kingdom, the Channel Islands, Europe, South Africa, Latin America, Japan, Asia-Pacific and the Middle East with their wide range of investment product. PROPOSED SOLUTION As a services provider to FoHFs for Middle & Back Office processes, IBN Technologies recommended an integrated suite of services:  Quantitative Tool Development using VBA Macros / Mat-lab in MS Excel & MS Access.  Fund/Indices Performance updation  Exposures & P&L attribution updation  Cogendi Database Maintenance,  Data Analysis  Performance Reporting  Risk Reporting for IAC Meetings RESULT By Availing IBN Fund Of Hedge Funds Back Office services, CLIENTwere able to focus more on its research & Investment activities more effectively with the support of IBN team.

  2. Client UK team was able to focus more on core research & analysis activities with customized quant tools:  Performance Attribution tool  Exposure Analysis Tool  Funds Analysis Tool  Dynamic Risk View Analysis  Beta Correlation Analysis  Drawdown Analysis  Value at Risk Analysis Tools  Clear visibility for further investment.  Ready to use data through up-to-date database.  Read to use customize reports for IAC Team & Business Development Team. BENEFITS The integrated suite of services recommended by IBN, Supported by domain expertise and professionals, delivered powerful results effectively & efficiently.  Enhanced investment activities.  Cost effective.  Ability to meet agreed deadline for their investors  Greater efficiency, resulting in more focus towards core research activities.

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