PerTrac and MSCI Barra Announce Renewed Relationship

Share Article

MSCI Barra renews contract to license hedge fund database for use with PerTrac analytical platform.

PerTrac Financial Solutions, LLC, (PFS) creator of the PerTrac Analytical Platform, the world’s leading asset allocation and investment analysis software, announced today that it has renewed its relationship with MSCI Barra, a leading provider of benchmark indices and risk management analytics products.    

The MSCI Hedge Fund Indices and Database, introduced in 2002, are a widely-used source of information on alternative investments, consisting of more than 190 indices as well as containing data on over 2,600 hedge funds and CTAs. The indices, which are calculated based upon the performance of the funds in the database, serve as an important representation of the hedge fund opportunity set and are distinguished by their transparency, 95%+ monthly constituent reporting, and superior system of categorizing hedge funds using MSCI Barra’s granular Hedge Fund Classification StandardSM.

"As part of MCSI Barra's effort to expand the distribution and utilization of its HF Indices and Database, we selected PFS as our initial 3rd party licensed distributor to capitalize on their significant global reach and integration into the investment processes of institutional investors," commented J. Scott Berniker, Vice President and Hedge Fund Business Manager at MSCI Barra.

“We’re thrilled to continue our relationship with MSCI Barra,” said Gerry Mintz, President and CEO of PFS. “PerTrac’s great analytical capabilities and MSCI Barra’s top-quality hedge fund indices and database make this a winning combination.”

“MSCI Barra is extremely pleased that PFS will continue offering our data to their clients,” noted Mr. Berniker. “PerTrac users expect to be able to access the MSCI Hedge Fund Indices and Database, which many of them rely upon as their primary source of alternative investment data. We value our relationship with PFS and look forward to working with them in the future.”

PerTrac Financial Solutions, LLC was founded in 1996 with the goal of creating a comprehensive suite of software solutions for investment professionals. The company’s flagship product, the PerTrac Analytical Platform, has rapidly become the world’s leading asset allocation and investment analysis software. This state-of-the-art tool offers the most complete array of statistical measurements available, combined with portfolio construction, optimization, efficient frontier, peer and style analysis, retirement planning and Monte Carlo simulation capabilities. Once the analysis is complete, users can quickly create and generate an almost endless variety of reports, graphs and marketing materials which easily interface with an array of Microsoft programs, including Word, Excel and PowerPoint. Investment data is readily available in PerTrac format from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts. Now an industry standard, PerTrac is used by more than 1,500 clients in 45 countries, including banks, brokerage firms, consultants, plan sponsors, family offices, investment managers and funds of funds. In 2006, PFS acquired Whittaker Garnier, the maker of the investment industry's leading contact and information management system, which is used by more than 200 alternative investment professionals around the world. Also included in the PerTrac Suite of Investment Management Solutions is PerTrac Publishing and Design, which provides customized marketing materials for investment managers, and PerTracNet, a comprehensive web-based tool that combines PerTrac’s proven analytic capabilities with turnkey website development and hosting services. For additional information on the full suite of PFS products, please visit


Meredith Jones, Director of Market Research


# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Meredith Jones
Visit website