Asset Manager Research & Analysis

Once the areas of opportunity have been determined, INTAC Trade Advisors decide which Investment Managers are best suited to exploit those opportunities and make recommendations to include those asset managers in the Global Portfolios. INTAC employs third party rating services and consultants such as S&P Micropal, Lippers, Altvest, MARHedge Fund Research, and others to run a multitude of screens, quantitative and qualitative analysis to isolate the best performing asset managers from around the globe to assist in this process. INTAC conducts manager interviews, meeting with as many investors as possible to assess their capabilities. INTAC searches for experts in their respective asset classes, regions, countries, sectors, and industries reviewing their monthly returns, and volatility through bull and bear markets and pays special attention to style drift.

 Please see below a list of just a few of the outstanding firms INTAC employs to evaluate asset managers:

 

 

S&P MicropalS&P

As the financial markets have grown more complex over the last century, the financial community has increasingly sought out Standard & Poor’s rigorous, independent analysis, and information on stocks, bonds, mutual funds and many other complex investment vehicles. The critical thinking, opinions, news and data offered by Standard & Poor’s have become an integral part of the global financial infrastructure.

 

 

S&P Fund ResearchS&P

Standard & Poor’s plays a crucial role in the financial services industry, offering products, services and independent analysis that provide individuals and the financial community alike with reliable information, enabling them to make informed financial decisions.

Standard & Poor’s states that less than 20% of funds in each sector achieve one of their three fund management ratings, which are based on the fund’s investment process and management’s consistency of approach.

AAA – The fund demonstrates the highest standards of quality in its sector compared to funds with similar objectives.
AA – The fund demonstrates very high standards of quality in its sector compared to funds with similar objectives
A – The fund demonstrates high standards of quality in its sector compared to funds with similar objectives

When a fund is rated, Standard & Poor’s produces a set of reports covering all the key findings of the analysts as well as essential information about the fund.

 

 

HFR DatabaseHFR Database

The licensed/redistributed HFR Database, currently comprised of over 4200 funds and fund of funds, is available to all accredited investors. Information on our hedge fund universe of established and emerging managers is collected directly from the fund managers and/or their respective offshore administrators, while other pertinent information is culled from offering memoranda, onsite visits, and due diligence interviews. HFR Database is the foundation for the HFRI Indices, the industry’s most widely utilized benchmark of hedge fund performance information. The HFRI Fund Weighted Composite alone is comprised of over 1600 funds from our database universe.

 

 

AltvestAltvest

Altvest is the largest available online database of active hedge fund products, active managers, and data. Powered by InvestorForce technology, Altvest has quickly emerged as the premier source for qualitative and quantitative hedge fund information. Approximately 400 accredited institutional consultants, private and institutional investors, hedge fund of fund managers, family offices, and foundations and endowments subscribe to Altvest for their hedge fund research and due diligence.

Altvest is the only online hedge fund database with integrated analytics and reporting. Through the convenience of an internet browser the largest available online database with integrated analytics is easily accessible – anytime of the day.

MARHedgeMARHedge

MARHedge has a history as dynamic as the hedge fund industry itself. In 1979 Managed Account Reports (MAR) was launched to serve the managed futures industry and eventually found itself providing critical intelligence to a small yet growing group of entrepreneurs: hedge funds. MAR was the first publishing company to recognize the importance of alternative investments and, in 1994, launched MARHedge as the first monthly publication dedicated to serving the hedge fund community.In 1994, MARHedge launched the first Annual International Conference on Hedge Fund Investments in Bermuda. The Bermuda conference became the world’s largest and most important conference focusing exclusively on the hedge fund market. In the years that followed, MARHedge grew into the leading industry information source. Today, MARHedge includes editorial bureaus around the world with a publication, a global conference business, and access to the leading fund manager performance directory, via a strategic partnership with The Barclay Group. 

LipperLipper

Lipper, a Reuters company, is a global leader in supplying mutual fund information, analytical tools, and commentary. Lipper’s benchmarking provides the trusted guidepost to asset managers, fund companies, financial intermediaries, traditional media, websites, and individual investors.

With three decades of fund analysis experience, bolstered by the resources and knowledge of Reuters, the world’s largest financial information and news provider, Lipper provides unparalleled expertise and insight to the funds industry. Lipper’s products and services provide accurate, insightful, and timely mutual fund data and analysis.
MorningStarMorningStar
Morningstar Inc. is a leading provider of independent investment research in the United States and in major international markets. Our mission is to create great products that help investors reach their financial goals. We offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients.
Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 16 countries, we currently provide data on more than 125,000 investment offerings worldwide.We offer investment consulting and retirement planning services through Morningstar Associates LLC; a registered investment advisor and wholly owned subsidiary of Morningstar Inc. We also offer Morningstar® Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services Inc., a registered investment advisor, broker-dealer, and a subsidiary of Morningstar Inc.

HedgeWorldHedgeWorld

HedgeWorld is the leading news, research and analysis source for the global hedge fund community. Established in 1999 by a consortium of private investors including Tremont Capital Management, HedgeWorld recently was acquired by Lipper Inc, a global provider of mutual fund information and analysis and a wholly owned subsidiary of Reuters. HedgeWorld will operate as a business division within Lipper.
HedgeWorld includes proprietary research products such as HedgeWorld’s Inside Edge and The Alternative Advantage and the Lipper TASS database, the leading institutional-quality hedge fund database which covers some 6,900 hedge funds. HedgeWorld.com has one of the hedge fund industry’s largest Internet communities with over 55,000 registered members in over 125 countries. It also has the largest and most popular electronic directory of services providers with over 1,800 listings. The company has offices in New York and Chicago.

 

EurekaHedgeEurekaHedge

Eurekahedge is the world’s largest independent hedge fund research company. Dedicated to the collation, development and continuous improvement of alternative investment data, we publish our research in hard copy directories and disseminate it through a variety of data products.

Eurekahedge has evolved into a market leader in less than four years: From our first single manager directory covering 162 funds, we have aggressively grown our research data banks and now maintain files on over 8,500 alternative funds globally. Our key partners throughout this evolution have been the fund managers themselves and all managers enjoy complimentary permissioning for the data products to which they contribute.

Eurekahedge was launched by experienced members of the investment banking community for the hedge fund and investment community. The depth and quality of our information attests to this solid foundation. Our investor-led research is the driving force in the provision of detailed information on individual funds and also in the discovery, and unique coverage, of evolving asset classes and markets.

Eurekahedge is working to achieve a World Class vision and we cannot achieve this without the continuing cooperation and assistance of fund managers, investors, subscribers and our sponsors, whose support enables our continuous improvement and growth.
S&P MicroPal: AIMS&P
The Micropal Inc Asset Management (AIM) system can help you manage and evaluate information you need to make investment decisions. AIM is made up of four separate modules to aid you in managing your asset investments: data management, performance comparison, asset allocation, and databases. By using these four together, AIM can help you make informed decisions.
PerTracPertrac
Strategic Financial Solutions’ founders, Milt Baehr and Frank Smith, set out in 1995 to create a comprehensive software solution for investment professionals. First, they built a single platform capable of performing manager searches, style analysis, performance measurement, asset allocation, optimization and statistical analysis. Then, they allowed users to integrate qualitative and quantitative information from a variety of sources, including investment managers, mutual funds, hedge funds and even securities, all into one database. Finally, they made presentation graphics and custom report generation as quick and effortless as possible. First introduced in 1996, PerTrac 6.0 is now used by over 1,250 clients in more than 40 countries, including banks, brokerage firms, consultants, plan sponsors, family offices, investment managers and funds of funds. PerTrac’s full suite of services allows staffs to operate at maximum capacity while simultaneously reducing the overlapping costs of multiple software programs. With 32-bit code and full Windows 98, NT, 2000 and XP capabilities, PerTrac is built on a Microsoft Access database structure. Screen images and menus operate like other mainstream software products, and all functions are completely compatible with the full range of Microsoft Office applications. Finally, a built-in interactive tutorial insures that training new users is a painless process and unlimited technical assistance is just a phone call away. All of this translates into software that is easy to use, even for those with modest computer skills.
INTAC continues to monitor and evaluate past, current, and potential new asset managers as markets move and new expertise emerges. Please click the World’s Top Performing Asset Managers link below for more information on the INTAC process and an inconclusive list of what INTAC considers to be the best of bread in asset management.

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