Portfolio monitoring

Comprehensive portfolio coverage – Research, meeting notes, opinions and due diligence on the investment manager universe.

Investment analytics

Understand risk, return and exposures – Bespoke quantitative tools enabling you to test, create, and ultimately make superior investment decisions.

Data management

Turn data into insight – A unique approach to data management combining off-the-shelf technology, bespoke systems development and a deep understanding of client requirements.

Risk management

Achieve holistic risk frameworks – Advice on building frameworks to provide a comprehensive solution for risk across all levels and functions in your business.

Compliance and regulatory reporting

Automate, organise and save time, money and risk – Streamline the process of collecting, completing and storing operational due diligence documents, fee information and your own research.