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How we work with

Asset Allocators

The institutional approach to manager selection, portfolio strategy, and risk management.

Enhance governance with analytical precision.

MAKE SMARTER DECISIONS

Leverage dynamic risk models, factor analysis, and real-time portfolio insights to enhance decision-making.

SCALE YOUR BUSINESS

Expand your capabilities with institutional-grade analytics that enhance efficiency across your entire organization.

REDUCE DATA COSTS

Our centralized infrastructure ensures consistency and eliminates inefficiencies, so you can focus on strategy, not data management.

ATTRACT AND RETAIN ASSETS

Differentiate your strategy with clear, data-backed narratives that strengthen allocator confidence and fundraising efforts.

We provide decision-support to optimize asset allocation, manage risk exposure, and improve portfolio transparency.

Beyond our technology layer that enables smarter capital deployment, our consulting team offers expertise in portfolio strategy refinement.

We guide clients through manager selection, risk budgeting, and asset allocation, leveraging extensive experience working with foundations, pensions, endowments, and family offices to navigate the complexities of institutional investing.

What we do for asset ALLOCATORS

Portfolio & Manager Analytics

Track return sources and performance
Compare managers against benchmarks and peer groups
A real-time view of exposure across asset classes, sectors, and factors
Identify gaps and misalignments in capital deployment

Risk Analytics & Due Diligence

Monitor liquidity and capital deployment risks across managers
Implement structured manager evaluation and risk assessment processes
Identify key risk drivers and track volatility dynamics

Data Management

Improve transparency with board-ready reporting and analysis
Consolidate data across custodians, managers, and internal sources into one platform
Leverage a fully customized and scalable analytics infrastructure for institutional allocators

Enhance Investment Oversight

Gain full transparency into manager performance, risk dynamics, and capital deployment strategies.

Build Scalable Strategies

Leverage our infrastructure to optimize allocations and long-term investment resilience.

Improve Boardroom Communication

Turn complex data into structured, decision-ready insights for investment committees.

Repeatable Performance

Get consistent results and durable alpha.