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PerTrac goes daily for UCITS and beyond

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PerTrac has launched new releases of its analytics solutions, PerTrac Analytics 7.2 and PowerLink 1.2. The powerful, new versions handle all data frequency types including daily data for investment analysis, strategy comparison and fund benchmarking.



In response to investors’ increased need to balance risk and liquidity, the investment industry, including alternatives, has been moving to funds that provide daily NAVs. This requires high frequency analysis to access value and liquidity.



“Investors and funds need to be able to analyse daily and weekly data quickly and comprehensively,” says Brendan Dolan (pictured), Co-President of PerTrac. “Our new release handles daily data and provides investors with the tools to easily select and benchmark fund performance across universes such as Mutual Funds, ETFs, UCITS and more. Daily is now an imperative for the alternative industry and PerTrac is prepared for all data frequencies.”



The enhancements were first developed in response to the growing popularity of UCITS—short for Undertakings for Collective Investments in Transferrable Securities. UCITS are actively managed funds that operate under a pan-European set of regulations and are more liquid and transparent than hedge funds. Since the financial crisis, investors have flocked to UCITS, putting an estimated €6 trillion ($8.8 trillion) in mostly long-only equity UCITS funds.



PerTrac’s newest releases integrate daily data supplied by Morningstar and will integrate daily data from HFR, BarclayHedge and Lipper Tass in Q3. Investors are also able to integrate their own proprietary data into PerTrac solutions.

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