Our proprietary web platform called PCAT (Portfolio Construction & Analysis Tool) is a quantitative and qualitative tool for analyzing alternative strategies and portfolios. It integrates data from several 3rd party databases.

Using PCAT we generate:

  • Custom modeling, pro-forma portfolio construction and testing
  • Ranked returns analysis
  • Correlation analysis of portfolios and their constituents' relationship to different asset classes
  • Assessment of strategy allocation mix within the context of client’s investment objectives and mandate