Skip to main content

HFR Launches PortfolioScope

Hedge Fund Research, Inc. today announced the launch of PortfolioScope, a comprehensive, customizable and cost-effective software solution that helps managers and investors make more informed investment decisions. By utilizing enhanced visualization technology, managers and investors can analyze performance, risk, exposure and attribution characteristics dynamically and intuitively.

Managers can seamlessly provide data to PortfolioScope and utilize customized reports for internal or external use. Reports are permissioned by the manager and delivered via PortfolioScope’s web portal, www.hfrportfolioscope.com.

Data from multiple managers is normalized by PortfolioScope so investors can fully understand their exposures, risks and performance at an aggregated level. Reports are customized at the investor level as well, allowing them to satisfy specific reporting criteria.

“PortfolioScope is a software-as-a-service that facilitates more accurate, detailed and timely information between managers and investors,” said Barry Higgins, President of HFR PortfolioScope. “Each investor and manager has a unique approach and objective. PortfolioScope’s flexibility and ability to create customized reports that meet those objectives is purposeful and designed to enhance communication and understanding.”

PortfolioScope covers all asset classes, including fixed income, OTC instruments, derivatives, equities, and offers global coverage. Furthermore, all facets of investment analysis are covered, including performance, exposure, attribution and risk reporting. HFR’s more than two decades in data and asset management contributes to PortfolioScope’s understanding of complex strategies and construction of comprehensive reports.