Portfolio Management

Portfolio Management

TrustFort Fund Manager (TFM)

TFM is a product for Hedge Funds to help deal with multiple providers (prime brokers and administrators), scenario analysis, SEC compliance etc .If there is a problem with service providers and their figures are not accurate when you check, TFM allows you to overcome the problem by allowing you to put manual overrides on the loaded data so that your organization has the correct information (positions, NAV, performance, reconciliation status etc) in real time. TFM also helps you with reporting requirements and compliance with new SEC regulations.

Global Portfolio Optimizer

CKO – The Chow Kritzman Optimizer is a multi-risk portfolio optimizer used for Global Asset Allocation. This was designed and built for State Street and is currently deployed as a web application with dynamic UI elements (ActiveX controls displaying risk surfaces based on Terrain Modeling technology).