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PackHedge
What is PackHedge?
The investment & portfolio management solution for all asset types, from hedge funds, mutual funds, fund of funds, equities & bonds, to private equity, cryptos & real estate.
With;
• Extensive quantitative & qualitative research & analysis
• Advanced portfolio construction
• Shadow accounting
• Cash-flow/liquidity analysis & risk analysis
• CRM, workflow, due diligence
• Powerful, custom management/investor reporting.
Based on optimised data-sets via true aggregation of multiple data sources
Who Uses PackHedge?
Designed for investment portfolio managers, consultants, IFAs, institutional & private banks, family offices, pension/insurance funds, endowments, fund of funds, CIOs, research analysts & more.
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Reviews of PackHedge
Robust & Easy to Use
Comments:
- Quick report generation for our different committees
- Screening and selection of funds provided you are a subscriber of one (or more) fund database
Pros:
- Work very well with Microsoft Excel (data input and excel report generation) - Handle very well time series from multiple sources. - Able to implement Shadow Accounting of any portfolio (Fund of Hedge Funds in our case) - Able to generate tailored made analytical reports based on our FoHF (including Performance Contribution & Attribution, Liquidity Analysis, ...)
Cons:
- The esthetics of some graphs and tables needs some more work. This can be easily solved by creating tailored made excel reports
FinLab Solutions Response
6 years ago
Many thanks for your feedback which we sincerely value. We will conduct a review of our standard report templates with a view to improving the esthetics.
Alternatives Considered:
A best-in-class solution and exceptional support.
Comments: 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.
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™.
PackHedge - Ahead of the Pack
Comments: Great all-in-one solution for our fund. Creates a customized, efficient layout of need-to-know data.
Pros:
Our team gets all of our data from Bloomberg Terminals, and PackHedge is able to accommodate the input of complex data directly into its system.
Cons:
As a fairly complex software, it is difficult at times being able to realize the full potential of options that PackHedge offers. Takes some time to get accustomed to it.
Excellent Software and Customer support
Comments:
We use PackHedge as main Hedge Fund database reporitory, rely on it for our Research, Analysis and Due Diligence process and related report generation.
We make extensive use of Pack Hegde's Shadow Accounting module and client reporting.
In general it is an easy to use and flexible product which suits our needs well. When things become tricky the customer services usually provides quick and efficient solutions.
I would definitely recommend it.
Pros:
Provides the possibility to acquire and import data from different sources and databases. Can be used as a centralized database. Is an easy to use Shadow Accounting tool For Hedge Fund portfolios. Provides shadow accounting features for other securities as well including PE It is possiible to generate many types of custom made reports Excellent and very efficient Customer Service / Support.
Cons:
Some features can be complex, in particular on the reporting side. Good SQL programming skills are rquired to fully use the potential of PackHedge.
Fast and versatile
Comments: We use it for shadow accounting on a FoHF and also for private equity, real estate, hedge funds and consolidated reporting. It took some time to get everything customized, but it works well and it's much more flexible than other solutions we tested.
Pros:
Flexible, programmable and customizable. Can acquire and import data from different sources and databases. Can be used as centralized database, as portfolio management tool and for shadow accounting in one place.
Cons:
At times complex, requires sql programming skills to make the most of it.
FinLab Solutions Response
6 years ago
We sincerely appreciate your input and always strive to make PackHedge as easy and simple as possible to use. Sometimes powerful flexibility entails some complexity which we constantly work to simplify.
