• Outsourced CIOs and the Challenge of Managing Alternative Assets

    Many institutional investors – including corporate and public pension funds, endowments, foundations and family offices – now rely on outsourced chief investment officers (OCIOs) to manage their portfolios, augmenting their in-house investment expertise without adding infrastructure. Engaging an OCIO enables investors to diversify their assets into complex asset classes they could not otherwise easily manage… Read more »

  • Data-Driven Decisions: What Asset Allocators Need to Know

    There’s a quote, often wrongly attributed to Mark Twain, that is highly relevant to the data that investment teams rely on to make portfolio decisions: “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” Except that in the case of multi-asset class investing,… Read more »

  • Don’t Manage Your Investment Data Like a Garage Sale

    At garage sales, you will sometimes find a box or two filled with old records, audio cassette tapes, VHS and Betamax tapes, CDs and DVDs and other detritus left behind by the evolution of technology.  In many cases, owners are tossing them out not because they don’t bring joy, but because they can now enjoy… Read more »

  • Building a Business Case for Multi-Asset Class Portfolio Management Technology

    When you rely on multiple systems and spreadsheets to manage a large-scale investment portfolio across a myriad of asset classes – including complex alternative investments such as hedge funds, private equity and real estate – you are susceptible to inaccuracies and putting your organization at risk. The inevitability of human error from data-entry and manipulation,… Read more »

  • Solovis Stories: How Truvvo Partners Reduced Portfolio Reporting Time from Weeks to Days

    “We wouldn’t be able to make better decisions for our existing clients – and grow and scale our business – if it wasn’t for Solovis’ ability to let us collect, aggregate, report and predict our portfolio data.” – Truvvo Partners Does your operations team find themselves toggling between various systems, files, spreadsheets and databases trying… Read more »