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HFR Database


HFR Database

HFR Software Partner: Caissa

HFR Database Software Partners
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HFR Database Software Partner: Caissa, LLC
Caissa | Portfolio Navigator

Portfolio Navigator is an interactive web-based application for hedge fund allocators that enhances the investment process by integrating into one comprehensive suite of tools:

Among these core components of our system, users can now evaluate fund managers and assess talent by running quantitative analytics based on returns provided by HFR.

Evaluating fund and hedge fund managers should be an integrated process of the portfolio allocation decision, not a standalone and fragmented service. Therefore, in addition to Quantitative Analytics, Caissa's Portfolio Navigator also allows the user to:

  • Analyze exposures at both the Fund and Portfolio level
  • Conduct market, historical, and customized stress tests based on exposures
  • Identify key sources of return with portfolio attribution tools
  • Create customizable alerts and notifications to monitor portfolio risk limits and identify style drift
  • Plan future allocations and view the subsequent impact on the portfolio's exposures
  • Build reports on quantitative analytics, liquidity schedule, stress tests results, and exposures
  • Scan across all underlying funds in a portfolio by customized parameters

Learn more visit our website www.caissallc.com

Request a demo or call 212-332-5290

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