HIP Pro™ for Small to Medium FoHFs and Family Offices
In the wake of the Financial Crisis of ‘08, Funds of Hedge Funds (FoHFs) are under enormous pressure to increase transparency, rebuild assets, reduce costs and perform. The solution: HIP Pro™ from youDevise Ltd., the first professional web delivered portfolio management system for FoHFs:
HIP Pro™ Benefits
- Powerful front and middle office functionality, based on tried and tested industry formulas
- Easy to implement and affordable to use
- Eliminates the cost and risk of error-prone spreadsheets
- Increases productivity, accuracy and transparency
- Enables better investment decisions and more efficient operations
- Attracts more AuM
Solves the Spreadsheet Problem
- Scenario Modelling. Captures any number of "what if" trades to construct future trading scenarios, and analyzes the impact of these scenarios on the investment profile
- Compliance. Captures user-defined investment guidelines and determines whether trading decisions violate investment parameters – before and after each trading cycle
- Company Reporting. Provides information for knowledgeable investment decisions, such as the historical performance of portfolios, strategies and hedge funds across the entire fund complex
- Portfolio Analytics. Delivers total transparency by measuring intra-month portfolio performance and valuation, quantifying exposure at any time to specific hedge funds (down to the asset level), currencies, strategies, regions and counterparties
- Middle Office Tools. Monitors, reconciles and forecasts portfolio cash, payables/receivables and FX balances
- Liquidity Forecasting. Determines how much cash can be redeemed from hedge funds over time
- FX Hedging. Calculates exposure, hedging needs and determines gains/losses on existing forward trades
- Global Access. Accessible via web browser from any location – managers can work off site, salespeople can market results to prospects, and results can be reported online to clients
