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:
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 Research
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.
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.
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.
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.
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.
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