Portfolio Overview
Effectively manage exposure by customizable groupings including counterparty, currency, and region.
Advantage Reconciliation
Quickly resolve counterparty discrepancies with an integrated and automated reconciliation tool.
FASB157
Prebuilt reports enable firms to address industry regulations such as FASB157.
Exposure Dashboard
Manage risk across multiple segments with customizable dashboards enabling managers to view portfolio exposure in Real Time.
Provides transparency into the investment process:
Centralized and highly searchable research repository enables you to demonstrate your investment process, explain your decisions and respond quickly to inquiries.
Serves as an "institutional memory"
The reasons for a decision, the supporting documentation and the sources of that information remain in place as individuals come and go.
Streamlines Insider Trading Monitoring:
Automated alerts enable the compliance officer to easily review information received from industry experts or meetings with company management.
Improves Broker Evaluation Process for Commission Allocation:
Relieves the burden of tracking broker services by leveraging information already stored in Tamale.
Reconciliation with Geneva Advantage
Katherine Pearce discusses how Geneva Advantage® allows clients to customize their workflow, access data from more than 400 custodians, plus have direct integration with many primes and fund administrators to cover virtually all type of instruments.
Close
Katherine Pearce discusses how Geneva Advantage® allows clients to customize their workflow, access data from more than ...
Read more
Geneva World Investor® for Private Equity
Tom McGrath discusses how the new Geneva World Investor® functionality combines global portfolio management with onshore and offshore investor accounting to accommodate Private Equity Funds.
Close
Tom McGrath discusses how the new Geneva World Investor® functionality combines global portfolio management with...
Read more
How to Bolster Investor Confidence
Susan Lundquist discusses three key strategies for bolstering investor confidence by leveraging Tamale RMS and centralizing all your firm's critical research on a single platform.
Close
Susan Lundquist discusses three key strategies for bolstering investor confidence by leveraging Tamale RMS and...
Read more
Theory Capital Management
Rob Broggi, Portfolio Manager at this long/short equity hedge fund, discusses how the research management tool Tamale helps differentiate their firm by showing investors their valuable thinking and due diligence.
Close
Rob Broggi, Portfolio Manager at this long/short equity hedge fund, discusses how the research management tool Tamale...
Read more
|
|
|
|