• Solovis in 2018 LinkedIn Top Startups

    Solovis Makes LinkedIn 2018 Top Startups List

    Solovis is excited to announce that we’ve been named to LinkedIn’s 2018 Top Startups list! LinkedIn Top Startups ranks the most sought-after startups where professionals want to work and stay. The Top Startups methodology is fueled by a combination of LinkedIn data with an editorial lens. Rather than relying on questionnaires, it measures the behavior… Read more »

  • 3 tips for portfolio visibility

    3 Ways to Improve Large-Scale Portfolio Management Visibility

    Portfolio management is particularly complex for limited partners and asset allocators such as pensions, endowments, foundations, family offices and OCIOs. These portfolios tend to be extremely data-intense and inconsistent, with multiple asset classes and currencies. These portfolios need to be managed in a strategic way over a long-term horizon. With multiple stakeholders to answer to,… Read more »

  • family office portfolio management challenges

    Family Office Portfolio Management Challenges (VIDEO)

    Building on our first video in this series, “The Big Picture of Multi-Asset Class Portfolio Management,” Josh Smith, co-founder & CEO of Solovis, dives deeper into the unique portfolio management challenges facing single and multi-family offices. As a family office, you’ve got to manage large multi-asset class portfolios for demanding high net worth clients successfully… Read more »

  • Portfolio Management Challenges Facing Pensions (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 pension funds. With large-scale, multi-asset portfolios that need to be managed successfully over a long-term horizon, pension investment management teams rely on data from multiple sources, face… Read more »

  • 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… Read more »