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Client is a specialist investment management firm based in London focusing onresearching and investing in emerging and early stage hedge funds - an area under-researched and often overlooked - and is backed by a family investment office
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STARTUP FUND OF FUND FOCUSING ON RESEARCHING AND INVESTINGIN EMERGING & EARLY STAGE HEDGE FUNDS Client is a specialist investment management firm based in London focusing onresearching 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 Perfomanceupdation 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. 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. CLIENTwas 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 analyze & 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.