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Portfolio monitoring and analytics platform designed specifically for pension funds investing in private markets. Features include performance measurement, fee validation, ESG monitoring, exposure analysis, and customizable reporting for private equity, private credit, and real assets.
Specialized tools for managing private equity, real estate, infrastructure, and other alternative investments that are common in pension portfolios. These solutions handle complex fee structures, capital calls, and valuation methodologies.
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Multi-asset class support Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets |
Chronograph LP Center is specifically designed for multiple alternative asset classes, including private equity, private credit, and real assets as noted in the product description. | |
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Asset allocation modeling Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles |
As a platform for pension funds investing in private markets, asset allocation modeling would be a core functionality to help portfolio construction across alternative asset classes. | |
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Commitment pacing Functionality to plan and track capital commitment schedules over time |
For a pension fund-focused platform dealing with private markets, commitment pacing would be an essential feature to track capital commitments over time. | |
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Portfolio construction tools Advanced tools for building portfolios that align with investment objectives and constraints |
The platform includes portfolio monitoring and analytics, which would necessarily include portfolio construction tools for pension funds. | |
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What-if scenario analysis Ability to model hypothetical portfolio changes and their potential impacts |
No information available | |
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Liquidity forecasting Tools to project future liquidity needs and available capital |
For pension funds investing in private markets, liquidity forecasting would be a standard feature, especially since private investments have complex liquidity profiles. | |
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Look-through capabilities Ability to analyze underlying holdings within fund structures |
The platform offers exposure analysis, which would include look-through capabilities to analyze underlying holdings within fund structures. | |
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Vintage year analysis Tools to analyze performance by investment vintage years |
For a platform specializing in private markets, vintage year analysis would be a standard feature for performance analysis. | |
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Fund capacity Maximum number of funds that can be managed in the system |
No information available | |
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Portfolio optimization Advanced algorithms for portfolio optimization based on various constraints |
No information available | |
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Custom categorization Ability to create custom investment categories and hierarchies |
The product description mentions customizable reporting, which would likely include custom categorization abilities for investment hierarchies. | |
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Target allocation tracking Tools to monitor actual allocations against targets |
For pension fund portfolio management, target allocation tracking would be a standard feature to monitor actual allocations against targets. |
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IRR calculation Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class) |
The platform offers performance measurement, which would necessarily include IRR calculation as a fundamental metric for private market investments. | |
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TVPI metrics Total Value to Paid-In Capital ratio calculation |
TVPI metrics are standard in private equity performance measurement, which is a stated feature of the platform. | |
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DPI metrics Distributed to Paid-In Capital ratio calculation |
DPI metrics are standard in private equity performance measurement, which is a stated feature of the platform. | |
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RVPI metrics Residual Value to Paid-In Capital ratio calculation |
RVPI metrics are standard in private equity performance measurement, which is a stated feature of the platform. | |
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PME analysis Public Market Equivalent analysis to compare private investments against public benchmarks |
No information available | |
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Custom benchmark creation Ability to create and use custom benchmarks for performance comparison |
No information available | |
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Performance attribution Analysis of performance drivers and contributors |
The platform offers performance measurement, which would include performance attribution analysis. | |
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Time-weighted returns Calculation of time-weighted return metrics |
No information available | |
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Money-weighted returns Calculation of money-weighted return metrics |
Money-weighted returns are fundamental for private investment analysis, which is a core function of the platform. | |
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Vintage year benchmarking Ability to benchmark against similar vintage year investments |
For a private markets platform, vintage year benchmarking would be a standard feature. | |
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Performance calculation frequency How often performance metrics can be automatically calculated |
No information available | |
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Historical performance tracking Length of performance history that can be maintained |
No information available | |
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Quartile ranking Ability to rank investments against peers by quartile |
Quartile ranking is a standard feature for private market investment analysis, which the platform specializes in. |
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Sensitivity analysis Tools to assess portfolio sensitivity to various factors |
No information available | |
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Stress testing Ability to model portfolio behavior under stressed market conditions |
No information available | |
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Value at Risk (VaR) VaR calculation capabilities for alternative investments |
No information available | |
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Monte Carlo simulation Probabilistic modeling of potential outcomes using Monte Carlo methods |
No information available | |
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Counterparty risk tracking Monitoring exposure to various counterparties |
No information available | |
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Concentration risk analysis Tools to identify and monitor concentration risks across various dimensions |
The product includes exposure analysis, which would include concentration risk analysis across various dimensions. | |
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Liquidity risk assessment Tools to assess and monitor portfolio liquidity risks |
For private market investments, liquidity risk assessment would be a crucial feature, especially for pension funds managing long-term liabilities. | |
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Drawdown analysis Analysis of investment drawdowns and recovery periods |
No information available | |
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Risk factor decomposition Breaking down risk into component factors |
No information available | |
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Risk budgeting Tools for allocating risk across portfolio segments |
No information available | |
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ESG risk assessment Tools to evaluate environmental, social, and governance risks |
The product description explicitly mentions ESG monitoring as a feature. | |
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Risk reporting frequency How frequently risk metrics are updated |
No information available |
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Capital call tracking Tools to track and manage capital calls from investments |
For a private markets investment platform, capital call tracking would be a core feature. | |
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Distribution tracking Tools to track and categorize distributions from investments |
Distribution tracking would be a fundamental feature for a private markets investment platform. | |
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Cash flow forecasting Ability to project future cash flows based on historical patterns and commitments |
Cash flow forecasting would be essential for pension funds managing private market investments. | |
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Commitment tracking Tools to track committed, called, and uncalled capital |
Commitment tracking is a fundamental feature for private market investments, particularly for pension funds. | |
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Waterfall calculations Ability to model and calculate complex distribution waterfalls |
No information available | |
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Cash flow visualization Visual tools for understanding cash flow patterns |
As a portfolio analytics platform, it would include cash flow visualization tools. | |
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J-curve analysis Tools to analyze and visualize the J-curve effect in private investments |
J-curve analysis is a standard feature for private equity investment analysis. | |
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Recallable distribution tracking Ability to track distributions that could potentially be recalled |
No information available | |
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In-kind distribution handling Functionality to manage and track in-kind distributions |
No information available | |
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Cash flow alert system Automated notifications for upcoming cash flow events |
No information available | |
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Currency handling Ability to manage cash flows in multiple currencies |
For a global pension fund platform, currency handling would be a necessary feature. | |
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Cash flow projection horizon Maximum time period for cash flow projections |
No information available |
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Manager database Comprehensive database of alternative investment managers |
No information available | |
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Due diligence workflow Structured workflows for manager evaluation and selection |
No information available | |
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Document repository Centralized storage for manager documents and research |
A document repository would be a standard feature for a private markets investment platform. | |
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Manager performance tracking Tools to track and analyze manager performance over time |
The product description mentions performance measurement, which would include manager performance tracking. | |
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Manager exposure analysis Analysis of exposure to various managers across the portfolio |
The product includes exposure analysis, which would cover manager exposure analysis. | |
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Peer group comparison Ability to compare managers against relevant peer groups |
No information available | |
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RFP management Tools to create, distribute, and analyze RFPs to managers |
No information available | |
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ESG manager assessment Tools to evaluate managers' ESG capabilities and alignment |
ESG monitoring is explicitly mentioned in the product description, which would include ESG manager assessment. | |
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Manager meeting notes Structured system for recording and retrieving manager meeting notes |
No information available | |
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Style drift detection Tools to identify manager deviation from stated investment approaches |
No information available | |
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Track record verification Tools to verify and analyze manager track records |
No information available | |
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Manager capacity Maximum number of managers that can be tracked in the system |
No information available |
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Customizable reporting Ability to create and customize reports for different stakeholders |
Customizable reporting is explicitly mentioned in the product description. | |
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Board-level reporting Pre-built templates for investment committee and board reporting |
For a pension fund platform, board-level reporting would be a standard feature. | |
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Regulatory reporting Support for required regulatory reporting frameworks |
For pension funds, regulatory reporting support would be a necessary feature. | |
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Interactive dashboards Configurable dashboards with key metrics and visualizations |
As an analytics platform, interactive dashboards would be a standard feature. | |
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Ad-hoc analysis Tools for performing on-the-fly analysis without pre-built reports |
No information available | |
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Data visualization tools Advanced charts, graphs, and other visualization capabilities |
As an analytics platform, data visualization tools would be a core feature. | |
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Report scheduling Ability to schedule automated report generation and distribution |
No information available | |
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Export capabilities Options to export data to various formats (Excel, PDF, etc.) |
Export capabilities would be a standard feature for any reporting platform. | |
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ILPA reporting compliance Support for Institutional Limited Partners Association reporting standards |
No information available | |
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Attribution analysis Detailed attribution of returns across various factors |
Performance measurement would include attribution analysis. | |
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Historical reporting Ability to generate reports for any historical time period |
Historical reporting would be a standard feature for any investment analytics platform. | |
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Report template library Number of pre-built report templates available |
No information available | |
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Report generation speed Time taken to generate complex reports |
No information available |
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Data import automation Automated tools for importing data from various sources |
No information available | |
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API availability Presence of APIs for integration with other systems |
No information available | |
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Data validation rules Configurable rules to ensure data accuracy and consistency |
No information available | |
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Accounting system integration Built-in connections to common accounting platforms |
No information available | |
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Market data feeds Integration with market data providers |
No information available | |
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Document management Tools for storing, categorizing, and retrieving investment documents |
Document management would be a standard feature for any investment platform dealing with private markets. | |
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Data warehousing Enterprise data warehousing capabilities |
No information available | |
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Data audit trail Tracking of all data changes with user information |
No information available | |
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Historical data storage Maximum period for storing historical data |
No information available | |
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Excel add-in functionality Dedicated Excel integration for data analysis |
No information available | |
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Data extraction tools Tools for extracting data from reports and documents |
No information available | |
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Integration with custodians Direct integration with custodian data feeds |
No information available | |
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Data quality scoring Metrics for assessing and reporting on data quality |
No information available |
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Investment guideline monitoring Automated monitoring of compliance with investment guidelines |
No information available | |
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Regulatory compliance reporting Support for regulatory reporting requirements specific to pension funds |
For a pension fund platform, regulatory compliance reporting would be a necessary feature. | |
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GIPS compliance Support for Global Investment Performance Standards |
No information available | |
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Breach notification Automated alerts for investment guideline breaches |
No information available | |
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Approval workflows Configurable approval processes for investment actions |
No information available | |
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Audit trails Comprehensive logging of system actions for audit purposes |
No information available | |
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Conflict of interest tracking Tools to identify and manage potential conflicts of interest |
No information available | |
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Fee validation Tools to validate manager fees against agreements |
Fee validation is explicitly mentioned in the product description. | |
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ESG compliance monitoring Tools to monitor compliance with ESG investment policies |
ESG monitoring is explicitly mentioned in the product description, which would include ESG compliance monitoring. | |
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Role-based access control Granular control over user permissions and data access |
No information available | |
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Document retention policies Enforcement of document retention requirements |
No information available | |
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Compliance rule library Number of pre-built compliance rules available |
No information available |
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Liability modeling Tools to model pension liabilities and projections |
No information available | |
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Asset-liability matching Analysis of how assets align with liability requirements |
No information available | |
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Funding ratio analysis Tools to track and project pension funding ratios |
No information available | |
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Actuarial data integration Ability to incorporate actuarial data into analyses |
No information available | |
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Liability-driven investment (LDI) support Specialized tools for LDI strategies |
No information available | |
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Surplus risk metrics Measures of risk to pension surplus |
No information available | |
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Glide path monitoring Tools to track progress along a defined glide path strategy |
No information available | |
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Demographic analysis Analysis of plan participant demographics |
No information available | |
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Contribution forecasting Projections of required sponsor contributions |
No information available | |
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Liability hedging analytics Analysis of hedging effectiveness against liabilities |
No information available | |
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Cash flow matching Tools to match investment cash flows with liability payments |
No information available | |
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Liability projection horizon Maximum time period for liability projections |
No information available |
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Cloud deployment option Availability of cloud-based deployment |
Modern portfolio monitoring platforms like Chronograph typically offer cloud deployment options. | |
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On-premises deployment option Availability of on-premises installation |
No information available | |
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Mobile accessibility Access to system functionality via mobile devices |
No information available | |
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Multi-factor authentication Enhanced security through multi-factor authentication |
No information available | |
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Disaster recovery Comprehensive disaster recovery capabilities |
No information available | |
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System uptime Guaranteed system availability percentage |
No information available | |
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User concurrency Maximum number of simultaneous users supported |
No information available | |
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Single sign-on Support for enterprise single sign-on solutions |
No information available | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
The product description mentions customizable reporting, which suggests customization capabilities. | |
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Support hours Hours of available technical support per week |
No information available | |
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Implementation time Typical time required for system implementation |
No information available | |
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Training resources Availability of comprehensive training materials and programs |
No information available | |
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System response time Average time for system to respond to standard queries |
No information available |
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