Hedge Fund Awards 2014

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 ag- gregate manager exposure transparency across all asset classes, investment structures, and transparency types. With this informa- tion, Chief Investment Officers can assess their total portfolio po- sitioning, 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 invest- ment 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 com- pletely comprehensive look at their portfolio. The genesis of Portfolio Navigator came from an evolving and in- creasingly complex investment landscape, where sophisticated allocators looked beyond holding plain-vanilla securities and had the tools and resources to evaluate a broader spectrum of invest- ments. They needed an equally sophisticated technology solution that can handle both traditional and non-traditional investments with ease. 2014 International Hedge Fund Awards Caissa, LLC Many of our clients invest in hundreds of funds, ranging from hedge funds to private equity funds and separately managed ac- counts. They had never actually seen their entire portfolio aggre- gated across these different investments before Portfolio Naviga- tor. Witnessing our clients’ satisfaction in seeing their data in a previ- ously impossible way, which allows them to consistently make op- timal 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 cus- tomer 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 re- liable 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 cur- rent risk in the portfolio. It is, therefore, a great honor that our in- dustry recognized our commitment by naming us the Most Trusted Financial Risk Management Software. Chief Operating Officer Susan Veksler and Chief Executive Officer David Hsu explain more about Caissa, LLC’s award-winning product. Most Trusted Financial Risk Management Software of 2014 Fact File 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 “It is, therefore, a great honor that our industry rec- ognized our commitment by naming us the Most Trusted Financial Risk Management Software.” The Brooklyn Bridge, New York City. USA. 25 www.acquisition-intl.com