Portfolio Management
We provide our clients with a wide range of services encompassing Portfolio Construction, Analytics and Reporting by utilizing our proprietary Fund Models and Cash & Financial Leverage Management tools. Our experienced professionals are adept at dealing with open and closed-end funds across various strategies and foster a collaborative environment with CFOs and Portfolio Managers.
Our services include building and maintaining dynamic fund models that complement your portfolio’s composition and strategy. Bellwether helps streamline the management of business operations from forecasting revenue streams, optimizing expense loads, managing capital and enhancing performance metrics. We evaluate existing financial systems and processes, and implement automated methods to extract, analyze and report data from multiple sources effectively.
We can also develop practical tools geared towards improving management and productivity, complemented by customized reporting capabilities with interactive dashboard visualizations. We dive deep into financial and operational data, conducting stress tests, scenario analyses and reforecasts to provide actionable insights.
Our focus on Treasury and Financial Leverage Optimization ensures funds are capitalized appropriately and efficiently managing cash. Additionally, our team can procure, negotiate and manage corporate and fund-level debt facilities providing a strategic capital markets layer to the organization.
Key Performance Indicators (KPIs) are a critical component of portfolio management and we help identify the metrics necessary for effective management and portfolio performance visibility. Our team performs track record analyses and consolidation, adhering to industry-standard regulatory requirements.
