Holistic endowment and foundation analytics technology allowing investment consultants to improve pitches, deepen client relationships, and provide consulting services that connect the portfolio strategy to the mission delivery.
A snapshot of the endowment or foundation’s portfolio value, asset allocation and risk attributes – key information for all stakeholders.
Monitor portfolio holdings and assess the impact of changing market conditions.
Analyse risk attributes and align the investment portfolio with risk and return objectives.
Perform powerful forecasting of portfolio value and the endowment’s spending contribution to the organisation. Analyse the impact of highly customisable investment strategies over time.
Instantly create client-ready PowerPoint or Excel templates
Model and maintain custom asset classes – from public funds, ETFs, and alternatives including hedge funds and private equity
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