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Alternative Market Briefing

Other Voices: The evolving role of portfolio management, key trends and technology solutions for alternatives

Thursday, December 04, 2014

This article was authored by AlternativeSoft, a provider in asset selection, portfolio construction and fund reporting software based in the UK and Switzerland, and Global Perspectives, an Irish consulting and research firm. It examines the evolving nature of portfolio management, key trends and technology solutions in the alternative investment industry.

Introduction

Throughout the hedge fund industry portfolio management has always been at the core of most hedge fund manager’s investment strategies.

In the post-2008 environment the capabilities of a manager’s portfolio management solution has been a key differentiator in their ability to generate Alpha for their investors.

This will intensify in the future - a number of factors are coming together in the industry to increase the importance of portfolio management to both hedge fund managers and their investors.

Trends in the industry

These days the hedge funds industry faces a more competitive landscape.

Regulators have focused squarely on the industry in recent years, launching multiple regulatory initiatives in Europe and the US. The complexity of FATCA, Form PF, and AIFMD has led to many fund managers expanding their operational and portfolio management capabilities. The continued roll out of FATCA and EMIR derivative reporting, and the forth......................

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