In our extensive experience with the fund industry we have found that the systems available are too complex, too difficult to use and too expensive for many funds. We decided to build a system that meets the needs of these funds.

Our Mission

To provide fund managers with the tools they need to help them manage their portfolios simply, seamlessly and efficiently.

 


Keep track of your investments as you make them, and as market prices change. See how your portfolio is performing in real-time and which positions are contributing to your performance. Monitor sector and currency exposure. Help ensure that you comply with the position and exposure limits in your offering documents.

To find out more about our systems and how we can help you, please contact

Dan Rissin
(416) 918-4427

Sharon Grosman
(416) 967-0038 x232


45 St Clair Ave W
Suite 200
Toronto, ON
M4V 1K6

Or click

 


Model your portfolios by sector, industry or currency, and by whether the positions are long or short. Use pre-defined sectors and industries or define your own. Compare portfolios and allocate trades to meet target weights.

 
Measure your risk, and identify where it comes from. Understand how changes in your portfolio will affect your overall risk and what alternatives are available to reduce risk. Show your investors where you have made money in the past, and how different sectors and currencies have contributed to your fund's performance.

Visit our sister companies

SGGG Fund Services Inc.
www.sgggfsi.com

SGGG Fund Services (Cayman) Inc.
www.sgggfsicayman.ky

 
Capture trades efficiently and report them to your custodian/prime broker with the press of a button. Reconcile your positions with your custodian regularly. Manage your orders as they are entered, executed and settled.
 
SGGG Portfolio Systems will run on Microsoft operating systems, including Microsoft Vista.
  

Trademarks are the property of their respective owners
Copyright © 2008 SGGG Portfolio System Company Limited