Turn Data Into Insight
Data Capture
Visualization and Business Intelligence
Data Capture
Investment data often comes in many different formats and can be very broad or extremely granular. We help standardize and validate this information so that you have a consistent, structured view of your portfolio.
Our tools allow us to capture investment data from a wide variety of sources, ranging from relational databases, flat files, web APIs, and even PDF files. We use dedicated third-party applications for complex structures, which make our solutions robust to format changes.
Analytics
Visualization and Business Intelligence
Data Capture
Whether your assets are illiquid, difficult to model, or lack transparency, we help you enrich and model them using major market data platforms and risk engines.
A major challenge for many investors lies in trying to understand their exposure profile when a large portion of their holdings are direct private equity or PE funds, real estate, or hedge funds. We have extensive experience in mapping these types of assets to allow you to have a holistic view of your portfolio.
Visualization and Business Intelligence
Visualization and Business Intelligence
Institutional-Quality Procedures and Infrastructure
Accurate and timely analytics is the starting point for professional portfolio construction and risk management. With today's intuitive business intelligence tools, we can help you turn an imposing mountain of data into investment insights.
We build customized static reports, flexible and interactive dashboards, and client information packages, tailored to your needs from our catalog of graphical components.
Institutional-Quality Procedures and Infrastructure
Institutional-Quality Procedures and Infrastructure
Institutional-Quality Procedures and Infrastructure
Investors expect clearly articulated policies and procedures, robust controls, and effective risk management when entrusting their capital to an asset manager.
We begin with the frameworks used by the world's largest investment firms, adapt them to your needs, and implement the necessary components to help you meet the requirements of the most demanding clients.
Asset Allocation and Portfolio Construction
Institutional-Quality Procedures and Infrastructure
Asset Allocation and Portfolio Construction
A disciplined, well thought out asset allocation framework is a key part of both risk management and the search for outperformance. It consists of a clear set of portfolio guidelines, a theoretically sound model, and continuous monitoring and rebalancing.
We can help you combine your proprietary insights with modern models to create a new source of alpha for your investors.