Pertrac Offers Access To S&P Hedge Fund Index Data

Investors Offshore, London

01 April 2003

Strategic Financial Solutions, LLC, (SFS) creator of asset allocation and investment analysis software PerTrac 2000 SE, announced yesterday that, effective immediately, S&P Hedge Fund Index data is available to PerTrac 2000 users.

PerTrac 2000 provides investment data to its clients through relationships with alternative and traditional data vendors. In addition, PerTrac 2000 subscribers have access to a complimentary database of over 1,000 indices.

The S&P Hedge Fund Index data is the latest addition to the PerTrac Index Database. The S&P Hedge Fund Index, launched in 2002, is designed to be both investable and representative of the broad-based investment experience of the hedge fund marketplace. It comprises nine distinct hedge fund investment strategies grouped into three broad style categories—Arbitrage, Event-Driven and Directional/Tactical. Forty institutional quality managers currently comprise the S&P Hedge Fund Index.

“We are delighted that S&P has taken steps to make their indices available to PerTrac users,” said Frank Smith, co-founder and principal of Strategic Financial Solutions, LLC. “As the only investable hedge fund index, our clients are quite keen to use S&P indices for benchmarking and correlation studies.”

Introduced in 1996, PerTrac 2000 SE is now used by over 900 clients in 36 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. Data is readily available from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts.

PerTrac offers comprehensive information management capabilities that can be customized and searched based on almost unlimited criteria. The software also rapidly calculates over 900 investment statistics and provides manager searches, portfolio construction, optimization, style, peer group and statistical analysis, and Monte Carlo simulation. Once statistics are compiled, PerTrac Publisher can swiftly produce a wide range of fully customizable presentation materials, including charts and graphs.

PerTrac also easily interfaces with an array of Microsoft programs, including Word, Excel and PowerPoint. In addition, SFS now offers PerTracNet, a comprehensive web-based tool that combines PerTrac’s proven analytic capabilities with turnkey website development and hosting services. Favored by investment managers, PerTracNet eliminates the need for expensive design and hosting services and quickly establishes a presence on the Internet.

PerTrac has also introduced PerTrac Publishing and Design, a one-stop analysis and design center for marketing documents and client reports. For traditional investment analysis, SFS has launched StyleTrac.com with partner Nelson Information, a division of Thompson Financial Group. This website offers free web-based style analysis of more than 8,700 mutual funds and 3,600 separately managed accounts.

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