Ledgex unveils portfolio management module

Ledgex Systems, a leading software provider for the alternative asset management industry, today announced the addition of Ledgex Workbench to its core platform consisting of Ledgex Manager, Ledgex Monitor, Ledgex IRM and Ledgex Alerts.

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Ledgex Workbench consolidates all portfolio management activity planning into a central workspace and provides portfolio managers and analysts the ability to perform complex decision analysis on their portfolio of hedge funds. The new module enhances the decision support process by allowing portfolio managers to stage their portfolios based on future planned fund activity, while incorporating their existing portfolio exposure, liquidity terms, and cash balances.

"Fund of funds and other multi-manager funds are faced with multiple challenges, including data aggregation, reporting and, in particular, the ability to conduct 'what-if' scenario analysis on their portfolios," said Brian Macallister, managing director, Ledgex Systems. "Most managers currently have a manual, labor-intensive process in place to analyze the future capital allocation process. Ledgex Workbench systematically replaces manual processes and, coupled with our existing platform, provides a comprehensive suite of tools that supports the end-to-end needs of these firms."

Ledgex Workbench further enhances the existing Ledgex platform, which includes:

• Ledgex Manager for advanced analytics, administration and decision support to manage the investment pipeline and due diligence, estimate tracking and final valuation processes.

• Ledgex Monitor, which provides the tools necessary to monitor and track firm-defined fund attributes for detailed analysis, fund attribution and transparency reporting.

• Ledgex Investor Relationship Management (IRM) for managing quantitative and qualitative data for a firm's investors and hedge fund or private equity interests.

• Ledgex Alerts, which enables individuals or groups at a firm to monitor internal and external activity, content, business data and relevant industry information.

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