Portfolio Management Challenges Facing Endowments & Foundations (Video)

Building on “Solovis: The Big Picture for Successful Multi-Asset Class Portfolio Management,” Josh Smith, co-founder & CEO of Solovis, dives deeper into the unique portfolio management challenges facing endowments and foundations (E&F). With large-scale, multi-asset portfolios that need to be managed successfully over a long-term horizon, E&F investment management teams rely on data from multiple sources, face lag times in data updates, are limited by outdated reporting and analysis capabilities, are accountable to multiple constituents and often face resource and budget constraints. Many E&F organizations believe that the status quo is the only way, but new innovations in fintech are giving these firms a new alternative that addresses most of the portfolio management challenges facing endowments and foundations with a single technology platform.

Watch this video to learn why siloed data aggregation and manual report generation are no longer sustainable and how technology and analytics can deliver exponential improvements in efficiency, accuracy and insight. After you’ve watched the video, contact us to discuss the specific needs of your endowment or foundation.