• 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 »

  • Solovis Adds AcordIQ Private Equity Investment Cost Intelligence

    We are pleased to announce a partnership with AcordIQ that will enable Solovis to distribute AcordIQ’s private equity investment cost management technology via the Solovis platform. This partnership allows Solovis to further expand the spectrum of data it delivers to clients as part of its multi-asset class portfolio management platform – providing the most comprehensive… Read more »

  • The Solovis Way – A New Approach to Institutional Investment Management (Video)

    FinTech vendors often over promise and under deliver. What makes Solovis different? The Solovis Way. The Solovis technology platform is designed to handle the unique challenges associated with large multi-asset class portfolio management. Its innovative approach to data aggregation, reporting and analytics is transforming how pensions, endowments, foundations and family offices manage investment decisions. But… Read more »