Multi-Asset & Multi-Frequency
Most portfolios contain multiple classes of assets including bonds, equity and commodities. The frequency of data processing, however, is not the same for all assets since some report daily prices while others only monthly prices. Most systems can’t handle the multi-frequency nature of the data. HedgeSPA’s platform is able to analyze prices of several frequencies. It can process the data separately and precisely when adding it to an existing portfolio.
For portfolio managers, it is extremely important to understand what is causing bad performance in their portfolios. Experienced portfolio managers isolate problematic factors and replace the old asset with a new one that does not have the same factor. HedgeSPA’s performance universe comparison does this for you: it neutralizes the beta value to the factor so the manager can focus on stocks and other assets, experience less drawdown risk, and still have the same investment view as before.
Manually generating reports is as tedious as it is necessary for investment managers. Although they rather spend time on improving their clients’ portfolios, they are required to keep clients updated. HedgeSPA’s automatic reporting service can swiftly generate unbiased client reports, saving time, money and human capital.