SwissAnalytics
Marketing
If you are a provider of single funds or funds of hedge funds you have the option to have your fund rated by us. The focus of the rating will be on the risks of the fund.
We offer a marketing licence which will allow you to use our report for marketing and client retention purposes as long as the report remains in unaltered form. The report can feature your company or fund logo and comes in different sizes (from 5 to 30+ pages).
Example:
You are running a FoHF with 20 single investments. We analyse each of the single investments and provide you with a comprehensive risk report (second opinion) for each investment (profiling reports) as well as portfolio risk report based on your current portfolio weights. Going forward you provide us with changes to your portfolio and new portfolio weights and you will receive new risk reports and an updated portfolio report, say on a monthly or quarterly frequency. This portfolio report is very helpful to monitor the risks of your fund and the underlying investments. It can also be produced without showing the names of the underlying investments. You can then hand out this report to your investors, either during the acquisition process or on an ongoing basis. If you believe that the report is too comprehensive we can also provide a summary version of around five pages.
Depending on the wording of your offering memorandum you may also be able to charge costs for external risk advisory to the fund.
We offer a marketing licence which will allow you to use our report for marketing and client retention purposes as long as the report remains in unaltered form. The report can feature your company or fund logo and comes in different sizes (from 5 to 30+ pages).
Example:
You are running a FoHF with 20 single investments. We analyse each of the single investments and provide you with a comprehensive risk report (second opinion) for each investment (profiling reports) as well as portfolio risk report based on your current portfolio weights. Going forward you provide us with changes to your portfolio and new portfolio weights and you will receive new risk reports and an updated portfolio report, say on a monthly or quarterly frequency. This portfolio report is very helpful to monitor the risks of your fund and the underlying investments. It can also be produced without showing the names of the underlying investments. You can then hand out this report to your investors, either during the acquisition process or on an ongoing basis. If you believe that the report is too comprehensive we can also provide a summary version of around five pages.
Depending on the wording of your offering memorandum you may also be able to charge costs for external risk advisory to the fund.
