PackHedge™

Pros: We have been very happy users for many years using the PackHedge tool to select the funds appropriate for our portfolios with defined risk targets. The portfolio accounting covers every requirement and we have customized internal and client reports in accordance with our needs. We like the stress testing, scenario analysis and other research tools. We also use it as an effective marketing tool.

Cons: It provides a lot of in depth functionalities and requires time to make the best use of this tool. However, the training and client support help enormously!

Overall: PackHedge has been a very valuable tool for us over a number of years. It has greatly helped us with our research, risk management and operations tasks.

Pros: Powerful software which can be used for a broad range of multi-asset portfolio management, fund database, transaction reconciliation, shadow accounting and investment analysis. It's functional off-the-shelf and doesn't require complex implementations, but also has extensive customizations, query and reporting options which enable to model any asset, combine and extract data on an individual or consolidated basis and create all kinds of portfolios and trading simulations. The software can integrate with different fund databases and data sources, and it can be used locally with audit trail and user rights.

Cons: The most advanced reporting features require designing reports in Jasper.
Modelling derivatives and mortgages can be complex.

Overall: We have been using PackHedge for over 7 years, primarily for transaction recording, portfolio management but also as a fund database and analysis tool. It can handle all the different funds and assets that we manage (hedge funds, real estate, private equity..) and easily produce consolidated reports. Everyone on the team uses it on a daily basis. We are very happy with it and with the support we have received from the Finlab team. Since we started using it, it has enabled the firm to stop using spreadsheets, it has significantly improved investment analysis and it has greatly reduced the burden of periodic reporting.

Pros: Very easy to customize to our needs with custom fields, custom time series, custom windows, custom instruments, custom categories, custom reports, etc. The data management functionalities are way ahead of other solutions. The portfolio management and shadow accounting functionalities for mixed assets, together with the workflow tools, the rules & alarms, the contribution analysis by segment, the risk analytics, the stress testing, the due diligence and the powerful reporting, cover all our needs and more.

Cons: With such a rich range of functionalities, it does require time to learn how to make the best use of PackHedge™.

Overall: We have been very happy PackHedge users for many years. We initially used it for our research & analysis, due diligence and fund selection. We now use it for all asset types including funds, Private Equity, Real Estate, equities and other asset types. After looking at many other portfolio management tools, we also implemented the PackHedge portfolio construction, management and shadow accounting module and it meets all our needs with the broad range of functionalities it provides.