Client Case Studies
Market Leader in Multi-Fund Investment Vehicles
The Customer
The Multi-Fund management operation at this institution is among the largest in the world and has delivered market-beating returns since inception. With tens of billions of dollars under management the fund is now closed to all but the highest value clients and is a market leader in fund evaluation and performance tracking.
The Challenge
Tracking the performance of multiple managers each with a different sectoral and geographic focus is a highly involved process. Not only does the absolute and relative performance of each manager need to be followed closely, variation from their advertised strategy 'style drift' must also be spotted as quickly as possible. With granularity on managers' holdings down to the stock level, and dozens of relevant benchmark indices, the opportunity for data overload, and the resulting blockage to decision-making, is clear.
The Fractal:Edge Solution
Fractal:Edge's unique visualization technology is perfectly suited to the demands of monitoring and managing thousands of fast-moving elements in real time. Following a proof of concept which demonstrated the power of the technology, we deployed our Fractal:Intelligence software with key analysts and fund managers within the multi-fund operation. Allowing an instant grasp of micro and macro level exposure and rapid navigation through the data, Fractal:Intelligence quickly proved its value and has subsequently been rolled out to a range of other analysts and fund managers.
"I can see things in the data now that I simply would have missed before. Fractal:Intelligence sheds light on performance data in a way that spreadsheets or similar data presentation methods can't. As well as being an outstanding technology for tracking the performance of multiple managers and markets, Fractal:Edge software is also highly intuitive to use"
Senior multi-fund Analyst
The Result
The deployment of Fractal:Intelligence has resulted in:
- Significantly improved understanding of the drivers of performance day by day within the underlying portfolios
- Improved ability to spot trends across markets, sectors and managers and respond accordingly
- Greater awareness of style drift as it emerges
- Better opportunities for meaningful discourse with investee managers
By moving your mouse over a circle and "hovering" over it (by keeping the mouse still) for a short time, you will see labels appear to show you the titles of the page you are hovering over (at 12 o'clock) and the pages it is linked to.
In addition, the Fractal Map will show a "crumb trail" for the page you are viewing by highlighting the relevant circles in red. The smallest red circle represents the page you are viewing and any "parent" pages higher up in the website structure will also be highlighted red showing you the route you would take to reach the page. Note that the homepage itself is never coloured red in this way.
