Percent OwnershipProperly display complex ownership splits at the account and/or security level for partnership and trust reporting. Tamarac maintains a historical record of account splits, enabling you to adjust and report on ownership percentages over time. Support your clients with unique estate planning tools like limited family partnerships and provide a holistic view of your client’s assets.
Composite ReportingCreate rules based composites for GIPS-compliant verification in Tamarac using integrated data from Tamarac to identify accounts to automatically add or exclude as their criteria changes. Seamlessly link your existing historical times series data with returns calculated by Tamarac.
Risk AnalysisChart risk-adjusted comparisons to blended benchmarks and indexes for your client portfolios. Customize reports with relative statistics and portfolio metrics to better manage risk-adjusted returns. Report options include standard deviation, Sharpe ratio, alpha, beta, upside/downside capture, information ratio, and more.
Alternative InvestmentsCreate, maintain, and track alternatives such as private investment performance in Tamarac as IRR or TWR. Flag private investments as having committed capital structure, and monitor call dates, call amounts, funding accounts, and the vintage year of the investment – and let Tamarac alert you to any upcoming capital call dates.