Hedge Radar
WR's proprietary Hedge Radar © delivers critical daily investment guideline reports that enable investors and their advisors to better fulfill their fiduciary obligations. To support these services, WR has developed a robust, highly automated data-aggregation platform to help ensure the timeliness, objectivity and integrity of the Firm’s reports. Currently, the industry standard for the provision of hedge fund risk reports is a single monthly snapshot based on a fund’s month-end positions, delivered approximately four weeks after the end of the month. Conversely, WR delivers comprehensive daily risk and investment guideline reporting that allows investors and their advisors to monitor a manager’s adherence to agreed-upon trading guidelines
Accounting and Risk Exposures
- Provides the investment portfolio's basic exposures.
WR Provides customized risk reporting and risk aggregation services supported by the transparency given by the managed account platform.
Portfolio and time series statistics
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Provides a broad array of risk information including: VaR calculations, concentration and liquidity measures, market correlations and betas, scenario tests, and predictive stress test.
- Capable of showing the history of individual portfolio statistics as a time series.
Investment guideline reports
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Shows investment guidelines that are agreed upon in the sub-advisory agreement with the managers. If there are breaches they will be highlighted in a summary report.
Performance reporting
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In most cases, WR provides daily estimates of P&L for managers on the platform. If an investor has a portfolio of managed accounts on the platform, they will also receive an aggregate estimate.
Due Diligence Tools and Analytics
- WR factor models complement traditional qualitative due diligence techniques. By decomposing returns to underlying factor exposures, investors can better understand the nature of an investment return profile.
Portfolio construction
- WR offers customized portfolio construction techniques that incorporate investor risk preferences. Forward-looking loss probability tables are generated that display risk in terms of draw downs rather than standard deviation.
Portfolio review and diagnostics
- WR analytical tools can assess the risk profile of all asset classes in an investor's portfolio, not just traditional hedge fund exposure.
Research
- The WR team has consulting and research backgrounds. Projects are defined and managed to client specifications
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Hedge Radar
WR's proprietary Hedge Radar © delivers critical daily investment guideline reports that enable investors and their advisors to better fulfill their fiduciary obligations. To support these services, WR has developed a robust, highly automated data-aggregation platform to help ensure the timeliness, objectivity and integrity of the Firm’s reports. Currently, the industry standard for the provision of hedge fund risk reports is a single monthly snapshot based on a fund’s month-end positions, delivered approximately four weeks after the end of the month. Conversely, WR delivers comprehensive daily risk and investment guideline reporting that allows investors and their advisors to monitor a manager’s adherence to agreed-upon trading guidelines
Accounting and Risk Exposures
- Provides the investment portfolio's basic exposures.
WR Provides customized risk reporting and risk aggregation services supported by the transparency given by the managed account platform.
Portfolio and time series statistics
Provides a broad array of risk information including: VaR calculations, concentration and liquidity measures, market correlations and betas, scenario tests, and predictive stress test.
Investment guideline reports
Shows investment guidelines that are agreed upon in the sub-advisory agreement with the managers. If there are breaches they will be highlighted in a summary report.
Performance reporting
In most cases, WR provides daily estimates of P&L for managers on the platform. If an investor has a portfolio of managed accounts on the platform, they will also receive an aggregate estimate.
Due Diligence Tools and Analytics
- WR factor models complement traditional qualitative due diligence techniques. By decomposing returns to underlying factor exposures, investors can better understand the nature of an investment return profile.
Portfolio construction
Portfolio construction
- WR offers customized portfolio construction techniques that incorporate investor risk preferences. Forward-looking loss probability tables are generated that display risk in terms of draw downs rather than standard deviation.
Portfolio review and diagnostics
- WR analytical tools can assess the risk profile of all asset classes in an investor's portfolio, not just traditional hedge fund exposure.
Research
- The WR team has consulting and research backgrounds. Projects are defined and managed to client specifications