SMALL BUSINESS FUND OF FUND FOCUSING ON RESEARCHING AND INVESTING EMERGING & EARLY STAGE HEDGE FUNDS

1. SMALL BUSINESS FUND OF FUND FOCUSING ON RESEARCHING AND INVESTING EMERGING & EARLY STAGE HEDGE FUNDS Client is a specialist investment management firm based in London focusing on researching and investing in emerging and early stage Hedge Funds - an area under-researched and often overlooked - and is backed by a family investment office KEY CHALLENGES CLIENT was looking for a solution through which research & investment processes can be regularized with regards to following challenges: Hedge Fund Performance updating in TAO Analytics  Index Construction for internal research.  Investment Portfolio maintenance  Peer group Funds performance Updation  Daily Updates on Invested Funds  PROPOSED SOLUTION As a services provider to FoHFs for Middle & Back Office processes, IBN Technologies recommended an integrated suite of services: To maintain Fund Database in PSR spreadsheet & TAO Analytics on daily, weekly and monthly basis.  Maintaining contact with CLIENT on daily basis regarding day to day requirement and implementation to be made in the process  To maintain separate worksheet for monthly investment portfolio.  Index Construction through defined Methodology for internal research  To maintain Fund performance and other administrative details for all funds under respective investment portfolio.  To maintain performance and factor allocations for all the underlying funds for respective investment portfolio. 

2. RESULT By Availing IBN Fund of Hedge Funds Back Office services, CLIENT were able to focus more on its research & Investment activities more effectively with the support of IBN team. CLIENT was able to focus more on core research &investment activities using proposed solution. Performance Updation in TAO Analytics  Exposure Updation  Portfolio Analysis on Weekly & Monthly basis  Index construction using defined parameters  Performance reporting on daily basis  Emerging Index analysis.  More Focused to Emerging Hedge Funds. Up-to-date Hedge fund Performance data Index to analyse & carry out internal research. BENEFITS IBN recommended services to CLIENT, Supported by domain expertise and professionals, delivered powerful results effectively &accurately. Enhanced investment activities& processes.  Cost effective.  Ability to meet agreed deadline for their research activities  Greater efficiency, resulting in more focus towards core research activities. 