The Dossier
27 October 2010 San Francisco
Image: Shutterstock
Merlin Securities, has announced the launch of Merlin Dossier, a one-click solution that allows hedge fund managers to create detailed reports about their funds with up-to-date net performance information.
"Merlin Dossier creates a standardized overview of a hedge fund, answering all of the questions that a prospective investor might have on a gross and net basis," said Patrick McCurdy, partner and head of capital development at Merlin. "For many funds, the process of putting such reports together is tedious and extremely time-consuming. Merlin Dossier allows funds to select the type of information they wish to include and instantly creates pre-formatted reports, pulling data from across their prime brokerage accounts into a consolidated client-ready report."
Merlin Dossier creates prepackaged hedge fund reports that encompass a broad range of overview and performance information, including:
Fund overview (about the firm, the strategy and investment team; fund terms)
Full transparency down to the sector and market cap level
Absolute/relative attribution to highlight the manager's ability to capture alpha, broken out by asset allocation and stock selection
Sharpe ratio, alpha, beta, batting average and all the standard statistics down to a sector/market cap level
Beta-adjusted exposure over time by long/short, sector and market cap
Turnover by sector and market cap
Dossier was introduced at the Merlin Manager Symposium in New York on October 19, 2010. The event brought together more than 175 institutional investors and hedge fund managers.
"Merlin Dossier creates a standardized overview of a hedge fund, answering all of the questions that a prospective investor might have on a gross and net basis," said Patrick McCurdy, partner and head of capital development at Merlin. "For many funds, the process of putting such reports together is tedious and extremely time-consuming. Merlin Dossier allows funds to select the type of information they wish to include and instantly creates pre-formatted reports, pulling data from across their prime brokerage accounts into a consolidated client-ready report."
Merlin Dossier creates prepackaged hedge fund reports that encompass a broad range of overview and performance information, including:
Fund overview (about the firm, the strategy and investment team; fund terms)
Full transparency down to the sector and market cap level
Absolute/relative attribution to highlight the manager's ability to capture alpha, broken out by asset allocation and stock selection
Sharpe ratio, alpha, beta, batting average and all the standard statistics down to a sector/market cap level
Beta-adjusted exposure over time by long/short, sector and market cap
Turnover by sector and market cap
Dossier was introduced at the Merlin Manager Symposium in New York on October 19, 2010. The event brought together more than 175 institutional investors and hedge fund managers.
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