Cogency Introduces Portfolio-Planning Software For FoFs

Jun 7 2011 | 9:28am ET

Cogency Software has launched a portfolio planning tool to help funds of funds quickly deploy new capital.

Cogent Portfolio Construction, the latest in the Cogency Insight integrated product suite, allows investment professionals to build and analyze hypothetical portfolio scenarios and move selected trades through the approval process and into the live portfolio. The software brings together best-available information from the portfolio and accounting functions, creating a smooth workflow between the front, middle and back office.
 
“That is the advantage of our partnership with multi-manager funds,” says Cogency CEO Jeffrey Axelrod. “Because we work closely with the marquee funds we count as clients, our team was able to identify best practices for portfolio planning and build those practices into Portfolio Construction. We then added the wish-list items, the features that clients told us they want for portfolio planning and don’t have.”
 


In Depth

Dillon Eustace: The Advantages of ICAVs

Feb 11 2016 | 7:51pm ET

As the growth of alternative investment vehicles continues, global asset managers...

Lifestyle

Citadel's Ken Griffin Donates $40M To New York's Museum of Modern Art

Dec 22 2015 | 9:23pm ET

Citadel founder Ken Griffin has donated $40 million to New York’s Museum of Modern...

Guest Contributor

Hedge Fund Marketing - Making the Most of Your Salesperson

Jan 20 2016 | 8:11pm ET

In this contributed article, Bruce Frumerman of Frumerman & Nemeth takes a close...