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

GSAM’s Papagiannis on Liquid Alternatives

May 25 2016 | 5:07pm ET

The popularity of liquid alternatives strategies has blossomed in recent years,...

Lifestyle

From Modern Trader: Stephen Curry is a Black Swan

May 18 2016 | 7:43pm ET

What do the rise of the Internet, the sinking of the Titanic, 9/11, and Stephen...

Guest Contributor

LendingClub and the Question of Internal Hedge Funds

May 19 2016 | 8:42pm ET

Peer-to-peer lending platform LendingClub Corp. has been in the news since the firm...