Query Builder

With the Query Builder, you can easily extract qualitative and quantitative information from the database using a common language menu to drag and drop the desired information (both attributes and methods). In addition, PackHedge’s™ powerful Query engine allows you to define any constraints for any parameters to filter a list meet you specific requirements (e.g. list only funds that are domiciled in country X, that have fees between A and B, that have a Sharp Ratio greater than Z, etc.).

The results of the Query Builder search can be very easily exported to Excel for re-use and so that the user can generate a report in any desired format.

Single asset performance analysis

Based on a user defined template, the following graph shows one of the many analyses PackHedge™ can perform on one single asset. It extracts the necessary data from the database, does all the calculations and creates an Excel file with the data sheets, the selected quant analysis and graphics. In the example below it shows the total performance and all the corporate events of an investment in Quantum Fund over the defined period.

Multi asset performance analysis

Comparative analyses of any selection of funds, indices, pro-formas, or portfolios are generated by dragging and dropping the assets to be compared and a simple mouse-click. The following graph shows how PackHedge™ can provide analysis of multi-asset types, in multi-currencies, in multi-time series (daily, weekly or monthly) from multiple sources (both company and persistence). PackHedge™ seamlessly uses data from various sources, structured data from Bloomberg or any other data feed, semi-structured data from local data imported from Excel or Access files and un-structured data from local data manually inputted.

Choice of all the appropriate quant analysis

The following window shows a small portion of large selection of quantitative analysis options that PackHedge™ makes available by simply ticking the desired box.

Allocation optimizer

PackHedge™ can easily incorporate any new algorithms and formulae for advanced quantitative analysis. In the following example, the Efficient Frontier also incorporates a frontier walking tool to show the different compositions at different positions on either the constrained or non-constrained curves.

When analysing risk-return, understanding the optimised asset allocation in the form of the correlation matrix and related information about the evolution of the composition of an optimal portfolio provides a useful perspective.

Reporting

Predefined reports can be generated or you can define your own reports using charts from Excel, which can be adapted to your specific requirements.

PackHedge™ provides an extremely flexible Custom Reporting utility, which allows total flexibility for you to define your own customized reports or fact sheets in any layout imaginable, these easy to define template(s) are saved and they can then be used to generate and mass produce reports or fact sheets on as many funds as you may choose in any format *.xls, *.pdf and HTML.