Investment Intelligence
Insights

Foundations and pension funds are under growing scrutiny as they balance risk management, regulatory demands, and performance goals in an increasingly complex investment landscape. How can they ensure stability, compliance, and the achievement of their long-term financial and ethical objectives? Discover smarter tools and strategies to simplify managing diverse portfolios and tackle these challenges head-on.

Private equity investments offer high returns but managing liquidity and forecasting capital calls can be complex. The Yale Model, a proven mathematical approach, helps investors navigate these challenges, providing clearer insights into cash flows and fund behavior. Discover how it improves portfolio management and drives more informed investment decisions.

How certain are you that the data behind your financial decisions is 100% accurate? Are you prepared to handle the complexities of managing data from multiple counterparties and systems? Could inconsistent data be undermining your investment strategies without you knowing? What risks might you be missing?

Monitoring the sustainability of investments is often challenging and time-consuming. Investors, asset managers and sustainability data providers have different monitoring methods, making it difficult to form a consistent picture. Sometimes, due to the nature of one's operations and sustainability principles, it can be important to understand whether investment portfolios include, for example nuclear power or related equities or funds. In its simplicity a ESG score can be for investor much like a credit score or a bond rating; a facilitating indicator for screening, which denotes a company’s ability to meet its sustainability commitments.

There is no such thing as a typical family office, and one should be very careful when making generalizations about the needs for family offices regarding financial reporting tools and services. The variety among family offices is large. Some focus more on providing their principals with administrative services, while others employ highly experienced portfolio managers to manage the family wealth. Some are dedicated to one individual’s needs, while others offer broad services to a cluster of families. The list of differentiating factors is long.

A growing need for fixed income specific reporting Fixed income investing via direct bonds has traditionally been the privilege of big institutional investors only. As the investor base has grown, both the asset managers and the end investors are lacking the required analytics tools and reporting capabilities for this specific asset class. Analyzing direct bond investments is completely different compared to bond funds as direct bonds have unique characteristics such as maturities, call dates, and coupon calendars.

Is creating an investment plan a painful and time-consuming process? Are you manually intervening in the final plan? Would you like to create an investment plan together with the customer and make instant amendments in the meeting?

For our clients, precise return calculations are crucial in evaluating portfolio performance and making informed investment choices. However, the accuracy of return calculations is heavily dependent on the quality and precision of the underlying data. This is why data management is of outmost importance.

In this article, we will explore the numerous benefits of consolidated reporting for institutional investors such as gaining comprehensive portfolio visibility, effective risk management and ensuring compliance with regulatory requirements.