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.”
 


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