Press Release

2014 International Hedge Fund Awards
Most Trusted Financial Risk Management Software of 2014
Caissa, LLC
Chief Operating Officer Susan Veksler and Chief Executive Officer David Hsu explain more about Caissa, LLC’s award-winning product.
Caissa, LLC is a software company offering institutional allocators
a web-based portfolio and risk management application called
Portfolio Navigator.
Clients include large pension funds, wealth management firms,
endowments, foundations, family offices, and fund of funds. The
clients use Portfolio Navigator for its unparalleled capability to aggregate manager exposure transparency across all asset classes,
investment structures, and transparency types. With this information, Chief Investment Officers can assess their total portfolio positioning, understand potential vulnerabilities, and perform what-if
analysis on their portfolios.
What sets Portfolio Navigator apart from other software providers is
its ability to handle exposure information across any type of investment vehicle, be it a separately managed account, hedge fund,
private equity fund, or mutual fund. Traditional risk management
systems are asset class specific and do not offer allocators a completely comprehensive look at their portfolio.
The genesis of Portfolio Navigator came from an evolving and increasingly complex investment landscape, where sophisticated
allocators looked beyond holding plain-vanilla securities and had
the tools and resources to evaluate a broader spectrum of investments. They needed an equally sophisticated technology solution
that can handle both traditional and non-traditional investments
with ease.
Many of our clients invest in hundreds of funds, ranging from
hedge funds to private equity funds and separately managed accounts. They had never actually seen their entire portfolio aggregated across these different investments before Portfolio Navigator.
Witnessing our clients’ satisfaction in seeing their data in a previously impossible way, which allows them to consistently make optimal asset allocation decisions, is what we are proudest of. Their
satisfaction is our top priority and the reason we have had a 100%
client retention rate since we began offering Portfolio Navigator.
This is a testament to our commitment to technology and customer service, constantly adding new features and functionalities
to ensure our clients have the most cutting-edge portfolio and risk
management platform in the market.
We take a lot of pride in providing our clients with the most reliable risk management framework, which is a holdings-based
approach, as opposed to a returns-based approach which looks
merely at a manager’s historical returns to assess risk. While the
latter methodology may be computationally easier to perform, a
holdings-based approach is a more accurate reflection of the current risk in the portfolio. It is, therefore, a great honor that our industry recognized our commitment by naming us the Most Trusted
Financial Risk Management Software.
Fact File
“It is, therefore, a great
honor that our industry recognized our commitment
by naming us the Most
Trusted Financial Risk
Management Software.”
25
Company: Caissa, LLC
Name: Susan Veksler
Email:
[email protected]
Name: David Hsu
Email: [email protected]
Web address:
www.caissallc.com
Address: 77 Water Street,
Suite 200, New York, NY 10005
Telephone: 212-332-5290
The Brooklyn Bridge, New York City. USA.
www.acquisition-intl.com
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05/02/2014 16:46:29