Hedge IT Blog

Happy New Year! We hope your 2012 is off to a great start. Whether you’re launching a new fund this year or ramping up your existing firm, you should (and probably do) know how important your firm’s technology is and will be to your success. More so than ever, technology plays a critical role for hedge funds and investment firms, allowing them to streamline processes and communication, get a leg up on competitors in the marketplace and provide investors with the utmost confidence. 

One of your first technology decisions of the year is your most important one: do you want your fund to operate on a traditional, on-premise technology infrastructure or utilize the cloud? This decision will affect many of your other technology choices, notably the type of office hardware and connectivity you will require, so we urge you to do your due diligence and select the option that best suits your firm’s needs.

Once you’ve made your infrastructure selection, there is a seemingly endless list of additional technology requirements for your firm. Luckily, I’ve whittled them down here to focus on some top technology priorities for you to focus on as you enter 2012.

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As a general rule we don’t post articles on press releases, but for our friends at Ledgex Systems we are going to make an exception. They just released version 4.0 of their product.

Ledgex Systems is a software provider targeting the alternative asset management industry – primarily multi-fund managers and private equity firms. Since officially launching in 2010, Ledgex Systems has signed many new clients and invested greatly in expanding the functionality of its flagship product, Ledgex. Today they released Ledgex 4.0.

The Ledgex platform gives alternative asset managers the ability to systematically manage their portfolios, perform complex liquidity scenarios, and provide robust reporting, both internal and external to the firm.

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Earlier this week, our friends at Ledgex hosted a webinar outlining some of the common operational and technical challenges that are faced by multi-manager funds. The goal of this event was to provide attendees with insight into the following broad areas:

• Transparency and Risk: Changing expectations and how firms can adapt
• Operational Risk Assessment: Why it is important for multi-manager funds
• Portfolio Management: The technical hurdles of managing a fund
• Managing Liquidity: The keys to managing both investor and investment liquidity

Throughout the webinar, experts from Ledgex Systems and Rothstein Kass Business Advisory Services provided great information about the fund of hedge funds industry. The speakers for the event were Brian Macallister, Managing Director at Ledgex, and Andrew de Montille, Senior Manager at Rothstein Kass.

Following is a summary of the key topics discussed during the “Operational and Technical Challenges of Multi-Manager Funds” event.

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If you missed it yesterday, we presented the results of our 2011 Hedge Fund Operations & Technology Benchmark Study. The purpose of this study was to examine the key front, middle and back office systems and technologies being used by alternative investment managers today.

As a means to gather this information, Eze Castle Integration surveyed over 200 hedge funds and alternative investment firms in 2010 regarding their hardware and software, applications, communications devices, and more. Below is a short summary of our findings*:

Respondent Profile

Of 223 total firms who responded, 56% reported their assets under management to be less than $250mm. 17% of our respondents had an AUM of between $250-750mm at the time of the survey, and 27% had more than $750mm in assets.

The majority of firms indicated that they had just 1 office location, which was in the United States. Only about ¼ of respondents had an international office and/or multiple office locations.

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An Infovest 21 survey on the fund of hedge funds industry “found that over the past year, funds of funds’ most frequent change, as cited by 41% of those surveyed, was adding more nimble managers to their underlying portfolios. Another 38% said they became more liquid/provided more liquidity.” 

Times they are a-changin’ (channeling Bob Dylan) for fund of hedge funds as they look to add value to investors and differentiate their funds from the competition. This evolution also adds new levels of complexity, particularly as fund of funds move towards investments in small to medium sized hedge fund managers. Investments in smaller hedge fund managers offer the prospect of higher returns and portfolio differentiation, but in some cases also require more due diligence and monitoring.

New fund of fund portfolio management software tools are emerging to provide a unified view of portfolio holdings and allow for smarter decision making. One such product is from Ledgex Systems.

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If you’re a business of any kind, chances are you’re using email on a daily basis. A significant portion of email users across the world use Microsoft Exchange Server to support their daily business operations with email, voicemail, calendaring, contacts and more. If you’re one of them, you may be wondering about upgrading to MS Exchange 2010, which was released at the end of last year.

We’ve outlined some of the new features and key benefits to Exchange 2010 for businesses looking to upgrade or migrate to this platform.

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Eze Castle Integration has launched a new subsidiary software company, Ledgex Systems. Ledgex was designed to meet the needs of fund of hedge fund firms, private equity firms and pension funds. Ledgex delivers a comprehensive technology platform that streamlines the investment management process with features such as portfolio management, investor relationship management, monitoring and alerting modules, and more.

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