PerTrac and MSCI Barra Announce Renewed Relationship
New York, NY (ContentDesk via ContentDesk Direct) July 13, 2006 -- PerTrac Financial Solutions, LLC, (PFS) creator of the PerTrac Analytical Platform, the worlds leading asset allocation and investment analysis software, announced today that it has renewed its relationship with MSCI Barra, a leading provider of benchmark indices and risk management analytics products.????The MSCI Hedge Fund Indices and Database, introduced in 2002, are a widely-used source of information on alternative investments, consisting of more than 190 indices as well as containing data on over 2,600 hedge funds and CTAs.
The indices, which are calculated based upon the performance of the funds in the database, serve as an important representation of the hedge fund opportunity set and are distinguished by their transparency, 95%+ monthly constituent reporting, and superior system of categorizing hedge funds using MSCI Barras granular Hedge Fund Classification StandardSM."As part of MCSI Barra's effort to expand the distribution and utilization of its HF Indices and Database, we selected PFS as our initial 3rd party licensed distributor to capitalize on their significant global reach and integration into the investment processes of institutional investors," commented J. Scott Berniker, Vice President and Hedge Fund Business Manager at MSCI Barra. Were thrilled to continue our relationship with MSCI Barra, said Gerry Mintz, President and CEO of PFS. PerTracs great analytical capabilities and MSCI Barras top-quality hedge fund indices and database make this a winning combination. MSCI Barra is extremely pleased that PFS will continue offering our data to their clients, noted Mr. Berniker.
PerTrac users expect to be able to access the MSCI Hedge Fund Indices and Database, which many of them rely upon as their primary source of alternative investment data.
We value our relationship with PFS and look forward to working with them in the future. PerTrac Financial Solutions, LLC was founded in 1996 with the goal of creating a comprehensive suite of software solutions for investment professionals. The companys flagship product, the PerTrac Analytical Platform, has rapidly become the worlds leading asset allocation and investment analysis software. This state-of-the-art tool offers the most complete array of statistical measurements available, combined with portfolio construction, optimization, efficient frontier, peer and style analysis, retirement planning and Monte Carlo simulation capabilities. Once the analysis is complete, users can quickly create and generate an almost endless variety of reports, graphs and marketing materials which easily interface with an array of Microsoft programs, including Word, Excel and PowerPoint.
Investment data is readily available in PerTrac format from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts. Now an industry standard, PerTrac is used by more than 1,500 clients in 45 countries, including banks, brokerage firms, consultants, plan sponsors, family offices, investment managers and funds of funds. In 2006, PFS acquired Whittaker Garnier, the maker of the investment industry's leading contact and information management system, which is used by more than 200 alternative investment professionals around the world. Also included in the PerTrac Suite of Investment Management Solutions is PerTrac Publishing and Design, which provides customized marketing materials for investment managers, and PerTracNet, a comprehensive web-based tool that combines PerTracs proven analytic capabilities with turnkey website development and hosting services. For additional information on the full suite of PFS products, please visit www.pertrac.com.Contact: Meredith Jones, Director of Market Research615-504-8390www.pertrac.com.
5 Things To Know About The Stock Market
50% Of U.S. Households Invest In The Stock Market
Individuals invest in the stock market directly, through mutual funds, their pension plans, profit sharing plans, 401k's, IRA's, etc.
Mutual Funds Dominate The Market
It is mainly the mutual funds, buying and selling, who move the market and cause individual stocks to go up and down. Mutual funds are the 800-pound gorillas of the stock market; at the end of 2003, mutual funds held more than $3 trillion dollars worth of stocks.
The Dow Jones Average Is Not The Stock Market
The Dow Jones Industrial Average is comprised of only 30 selected stocks.
In reality, there are more than 7,000 different stocks listed on the 3 major U.S. stock exchanges. That makes it quite possible that, in a given time frame, the Dow Jones Average may be flat or down but many individual stocks may actually be up.
Most Individual Investors Fail
Over time, most individual investors...
Hedge funds > 5 Things To Know About The Stock Market
Hedge Fund Advertising
HEDGE FUND ADVERTISING Have you seen all those big full page adsfor hedge funds in the Wall Street Journal, theFinancial Times, Investors Business Daily? Youhaven't. Maybe they are being drowned out by theregular mutual funds who continually tell youhow great they are. Shucks! I forgot. Hedge funds are not allowed to advertise. I wonder why.
Maybe they thinkthat their potential customers are too dumb toknow that hedge funds are a poor investment. Could be. The Securities and Exchange Commissionis trying to protect investors ? I think? To be able to buy into a hedge fund thesmallest investor must have a net worth of$1,000,000 and an income of more than $200,000per year. Maybe the SEC doesn't think thesefolks are bright enough to know a good thingwhen they see it. There are other groups that are major investors with the hedge funds.
Literally billionsof dollars are invested by university endowments,charitable trusts, state and corporate pensionplans. Could it be that they...
Hedge Fund Advertising
Hedge funds > Hedge Fund Advertising
The Pennsylvania Avenue Funds Launch Event-Driven Fund
Washington, DC (ContentDesk) January 7, 2004--The Pennsylvania Avenue Event-Driven Fund, a series of The Pennsylvania Avenue Funds, has launched a new mutual fund that offers investors the ability to invest in event-driven strategies. Thomas Kirchner, CFA, president and portfolio manager of the fund, emphasizes that there are not many options outside the hedge fund universe for investors to invest in multiple event-driven strategies through a single, regulated mutual fund. "We cater primarily to investors interested in alternative strategies but concerned about the risks of unregulated hedge funds. In addition, because we invest directly in securities rather than other funds, we expect to have lower expenses than so-called ?retail hedge funds', which can incur multiple layers of fees" says Kirchner.The fund uses four event-driven strategies, and the allocation of fund assets to each of these strategies will vary over time and depend upon market conditions:????Merger arbitrage: The Fund...
The Pennsylvania Avenue Funds Launch Event-Driven Fund
Hedge funds > The Pennsylvania Avenue Funds Launch Event-Driven Fund
Energy Hedge Fund Center Announces New Online Seminar: Investment Opportunities in the Energy & Environmental Value Chain: Hedge Funds, VC and Private Equity
Houston, TX (ContentDesk) March 14, 2006 -- The energy hedge fund center, LLC (EHFC) is to conduct a new online seminar on April 18th, 2006 on Investment opportunities in the energy and environmental value chain: hedge funds, VC and private equity. The seminar will take place at 1pm EDT.Over the last two years, the energy industry has literally been transformed into the hot investment sector. Today, with high and volatile energy commodity prices impacting everyone, energy is in the news headlines 24/7. On a daily basis, new investment opportunities in the energy industry are offered in the form of energy or natural resource-specific mutual funds, electronically traded funds (ETFs), income and royalty trusts, Master Limited Partnerships (MLPs) and, other vehicles. Yet these new vehicles only scratch the surface of the potential returns available in the alternative investment universe via energy and environmental hedge funds.
In this Phone & Web seminar, the authors of the new...
Energy Hedge Fund Center Announces New Online Seminar: Investment Opportunities in the Energy & Environmental Value Chain: Hedge Funds, VC and Private Equity
Hedge funds > Energy Hedge Fund Center Announces New Online Seminar: Investment Opportunities in the Energy & Environmental Value Chain: Hedge Funds, VC and Private Equity
A Hedge for the Children
"Isn't that beautiful corn in those people's front yard?" I asked."I will not have corn growing in my front yard," said my husband."Corn is a handsome plant. It gives a lush, tropical air.""I will not have corn growing in my front yard."So we didn't have corn the next year. Our back yard was shaded, except for one part, and I had decided to grow roses there instead of corn.The year after that I returned to the argument: "What if we planted corn in the side yard? It gets lots of sun.""I will not have corn in my front yard.""This wouldn't be the front yard. It would be the side yard. And you remember how delicious corn tastes when you pick it five minutes before you cook it?"He thought about how delicious corn tastes.
"I guess the side yard isn't the front yard," he said. "Okay. You can grow corn in the side yard.""And I'll plant a hedge out front so people can't see the corn as they drive by.""That's even better."So I began to plan a hedge. We had many children in our Virginia...
A Hedge for the Children
Hedge funds > A Hedge for the Children
Alpha Hedged Strategies Fund Passes the $100 Million in Net Assets Mark and Continues to Attract New Investors
Alternative Investment Partners, LLC (AIP) is pleased to announce a number of significant milestones for its Alpha Hedged Strategies Fund (Ticker: ALPHX). The Alpha Hedged Strategies Fund is an innovative, open-end mutual fund designed to minimize equity market exposure and volatility by employing a variety of absolute return strategies.
The Fund represents the next generation of product for hedged alternative strategies investing, and is open to all investors.The Alpha Hedged Strategies Fund continues to attract new investors, and recently passed the $100 million mark in net assets.
The Fund has also recently qualified to be listed daily in print publications such as the Wall Street Journal, Barron's and The New York Times."The registered advisor community has really warmed up to...
Hedge funds > Alpha Hedged Strategies Fund Passes the $100 Million in Net Assets Mark and Continues to Attract New Investors
Hedge funds
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