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Benefits


Investment consultants for endowments & foundations

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.

  • Win more business
  • Promote more effective portfolio solutions
  • Cultivate stronger client engagement
  • Increase efficiency and productivity

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Investment consultants for endowments & foundations

Features


Dashboard

A snapshot of the endowment or foundation’s portfolio value, asset allocation and risk attributes – key information for all stakeholders.

Dashboard

Assets

Monitor portfolio holdings and assess the impact of changing market conditions.

Assets

Risk

Analyse risk attributes and align the investment portfolio with risk and return objectives.

Risk

Forecasting

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.

Forecasting

Reporting

Instantly create client-ready PowerPoint or Excel templates

Reporting

Custom asset modelling

Model and maintain custom asset classes – from public funds, ETFs, and alternatives including hedge funds and private equity

Custom asset modelling

Find out what our solutions can do for your business

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