In this article, we’re going to show how you can blend an internal focus (cash flow projections) with an external focus (fund-level benchmarking) to optimise your investment decisions and arrive at more robust and fine-tuned portfolio constructions.
How Analytical Portfolio Management enables Limited Partners to make better investment decisions.
The ability to rapidly synthesize and respond to financial and operational data is not just an advantage, it’s a necessity. Decision-makers across large organizations count on insightful reports that are predicated on detailed, bottom-up data to guide their strategic moves. Only through sophisticated reporting and analytics capabilities, we can truly discern the signal amid the noise.
Institutional assets tend to have sophisticated tools in place to manage the liquid assets in their portfolios but these don’t transfer well to the unique needs of private market investments because they provide little to no flexibility in terms of addressing the specific challenges that come with illiquid assets.
In this article, we are going to explore the unique aspects of this opaque asset class and show how an analytical portfolio management solution can support investors in making decisions that are backed by real data and models.
Forecasting and planning in complex environments requires a delicate balance between attention to the granular details and a bigger-picture view of what we’re actually trying to accomplish.
One of the most important components of successful private market investing is to get your investment pacing right so that you can balance your liquidity with your asset allocation goals.
One of the defining business trends of the past decade has been the renewed energy and momentum behind sustainability in all its forms. With mounting public pressure and more socially and environmentally conscious investors entering the market – it is no longer acceptable to run a business with a shareholder-only lens. Modern companies must embrace the fact that their operations also impact a wide range of other stakeholders whose interests must be taken into account.
Due to recent economic trends, we’ve seen a significant bump in the number of limited partnership investments in private markets – which is a really good sign for the industry’s long-term prospects. The positive outlook on returns has propelled more and more sophisticated investors to allocate a bigger share of their strategic asset allocation (SAA) […]
We are excited to announce that we have signed a new partnership agreement with Hendricks, Rost & CIE (HRCIE)
Apliqo UX is constantly improving and this last release is no exception. Experience all the latest improvements in the interactive demo we prepared. Here’s a list of the key upgrades: SQL Data Source Connect to multiple ODBC sources, edit data, add or remove records and more. Export to Excel as Active Form We are further […]