Added Value

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Client portal
Our clients can view all their investments through our state-of-the-art portal.
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Security
Security is at the core of our technology platform.
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KPIs
Tracking Key-performance-indicators allows us to identify successes and areas in need of improvement.
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System
The portfolio management system allows us to analyze our clients’ investments and make scalable decisions across multiple entities, custodians and managers.
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Performance
Review performance and compare investment strategies among managers, custodians and more.
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Reports
Comprehensive reports are ready for our clients on demand.
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Client Portal
Optimized portfolio management incorporating our constantly updated market outlook through multiple modeling techniques.
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Regular Market Updates
Weekly market commentaries to facilitate our client’s decision making process and keep them updated.
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Alternative Investments
Tracking Key-performance-indicators allows us to identify successes and areas in need of improvement.
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Investments Proposals
Investment proposals tailored to our clients’ needs and current financial situations.
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Performance
Independent global mutual fund and ETF coverage, as well as thematic and Industry research.
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Equity and Fixed Income Research
Dedicated team of analysts monitoring equity and fixed income investments, including earnings, corporate actions, industry news, and other important developments.
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Hedge Funds
Specialized managers including multiple strategies such as global macro, long/short and event driven.
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Venture Capital
Top quartile managers and co-investment opportunities focused on disruptive business models with high growth potential.
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Private debt
Multiple credit strategies focused on capital preservation and yield enhancement through strict underwriting, including collateral agreements.
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Real Estate
Funds and co-investment opportunities across all the real estate market, focusing on multifamily and industrial properties.