FinLab SA Announces the Release of PackHedge™ Version 4.7 with an Extensive New Peer Group Analysis Tool, a Two-Way Outlook Contact Synchronization Utility and Much More

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FinLab SA, the provider of PackHedge™, is pleased to announce the release of PackHedge™ version 4.7. with an extensive new Peer Group analysis tool, a two-way Contact synchronization utility between PackHedge™ and Outlook and many more exiting enhancements.

"Listening to our Clients inputs for the evolution of PackHedge™ distinguishes us from our competitors. The new Peer Group analysis and Outlook Contact synchronization are the result of this partnership" states FinLab's CEO, Denis de Pentheny O'Kelly.

FinLab SA, the provider of PackHedge™, is pleased to announce the release of PackHedge™ version 4.7 with an extensive new Peer Group analysis tool, a two-way Contact synchronization utility between PackHedge™ and Outlook and many more exiting enhancements.

A new Peer Group analysis tool has been added to complement PackHedge™’s Advanced Analysis module. This new functionality provides the capability to save and reload Peer Group scenarios, consisting of a selection of any number of statistics and time periods, as well as the ability to define the focus assets which can be either members of or from outside the Peer Group universe. Results are presented in the typical bar chart, tables and universe percentiles for each of the statistics selected and can be displayed in a PackHedge™ window, exported to Excel and/or utilized in PackHedge™’s powerful Screen & Report tool. The addition of the new Peer Group analysis tool now completes the functions of the Advanced Analysis module which includes Peer Group analysis, Style analysis, Portfolio Optimization (Classic and BlackLitterman), Sensitivity analysis, Stress Testing and Scenario analysis.

The Outlook Contact synchronization now allows any number of users to synchronize selected contacts both ways between PackHedge™ and Outlook, for both people and companies, with various synchronization options, conflict management and categorization.

“Our continual process of soliciting our clients’ input for the ongoing evolution of our solution PackHedge™ has distinguished us from our competitors over the years and the new Peer Group analysis and Outlook Contact synchronization tools are the result of this continuing partnership,” states Denis de Pentheny O’Kelly, FinLab’s CEO.

Other key features, functions and enhancements released in PackHedge™ v.4.7 include:

Enhancements to the Portfolio Optimization (Classic and BlackLitterman) tool with optimization statistics for Volatility, Normal VaR, Normal Modified VaR, Historical VaR, Omega and Largest Drawdown, where constraints can now be set on all or selected assets, on user defined groups of assets, by classification (Strategy Style, Geography, Currency etc.) and by market neutrality constraints (Beta, Beta Down, Beta Up);

The Fund of Fund Shadow Accounting module has been enhanced to allow additional reporting capabilities for Begin/End period Accounting and Unrealized P&L time series data for currency exchange transactions and Forward contracts;

The Screen & Report (S&R) utility has seen a number of enhancements, allowing for even more flexibility of report creating and output. With Jasper Reports, you can now interleave output from PackHedge™ with external PDF files. To aid in the simplification of complex reports, statistic matrices can now be output to a common tab in Excel thus reducing the number of tabs, access to related Persons from Companies and vice versa, ability to ‘override’ of Object Lists defined in an S&R report from the Batch Report window and saved analysis configuration(s) can be used as input objects to the S&R allowing sophisticated reporting on analysis results;

Other new features and enhancements including new statistics for Current Drawdown, Significance Test for Correlation, Autocorrelation, Co-Skewness, Co-Kurtosis, Annualized-Skewness, Annualized-Kutosis, Annualized-Sharpe, CAViaR, GARCH and AR-AGARCH and Person and Company objects can now be categorized using a user-defined list of categories, e.g. ‘Prospect’, ‘Client’, ‘Other’.

About FinLab

FinLab SA is a software solutions company that develops, distributes and supports one of the world’s most advanced systems for fund investment research, analysis, risk analysis, asset allocation, portfolio construction and management, shadow accounting for managed accounts and funds of funds, due diligence, document management, work flow and financial innovation for both alternative and traditional funds.

FinLab’s solution, PackHedge™, provides the most extensive suite of state of the art modular software tools available in the industry in a single fully integrated platform that includes; Unmatched portfolio construction and management tools for complete pro-forma portfolio simulation and/or comprehensive fund of funds portfolio management with liquidity ladder analysis, contribution analysis and investment exposure. PackHedge™ offers the most advanced analysis tools encompassing Stress Testing, Scenario analysis, Sensitivity analysis, Portfolio Optimization, Style analysis and Peer Group analysis, extensive Risk analysis and statistics. PackHedge™ provides a unique and powerful multi-source, multi-currency, multi-frequency qualitative and quantitative data management model, with unequalled data aggregation, extensive statistical analysis and charting, a multi-dimensional query engine, a fully integrated Document Management System and the most extensive, powerful and flexible custom reporting capabilities. In addition, tools to manage and schedule automated importing of data vendor files and customizable due diligence questionnaires are provided to ensure full data integrity. The company was founded in 1999 and is headquartered in Geneva, Switzerland, with offices in the United States and Singapore.

For more information please visit FinLab’s web site http://www.finlab.com

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Denis de Pentheny O'Kelly
FinLab SA
0041 (22) 908 2700
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