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A mid-sized hedge fund has portfolio managers and analysts who travel
extensively to meet with portfolio companies. On a daily basis they generate
multiple extracts of meetings and conference calls relating to macroeconomic
issues as well as issues relating specifically to their portfolio companies.
After seeing the capabilities of having an iLaunch infrastructure for some
of their portfolio management functions, management asked iLaunch to design
a single solution that would:
 Enable them to maintain opinions, ratings and other notes on portfolio positions on a single screen;
Provide an indexed, searchable and secure database repository for all notes related to specific companies or macro issues;
Enable them to post notes either from their desktop or remotely by email from handheld wireless devices; and
Offer an embedded workflow system that would automatically route new notes to interested managers as well as generating automated alerts when internal portfolio opinions or ratings change.
Since implementing the system the company has been able to build a secure
data repository for past as well as new portfolio documents and has found
that it is much easier to communicate portfolio changes and organize
information retrieval.
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