Learn how allocators are leveraging our award-winning investment analytics platform and in-house data team to make optimal, data-driven decisions.
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios.
Harmonize
Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform.
Analyze
With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers.
Monitor
Free from the burden of data maintenance and armed with the Caissa Platform, your investment team can monitor investments, visually spot manager style drift, and leverage the platform’s automated alerts to be notified of a manager’s mandate breach.
Trusted by top institutions and allocators.
Endowments
Foundations
OCIOs
Pension Funds
Family Offices
Fund of Funds
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Evaluating Prospective Managers Using the Caissa Platform
Tue, Jul 17, 2018 4:00 PM - 4:30 PM EDT
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*NEW* Leveraging the Caissa Platform for Private Equity Analysis
Thu, Jul 19, 2018 4:00 PM - 4:30 PM EDT
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Benefits of Portfolio Exposure Aggregation
Mon, Jul 23, 2018 4:00 PM - 4:30 PM EDT
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10 Platform Features in 30 Minutes
Wed, Jul 25, 2018 4:00 PM - 4:30 PM EDT
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New Employee Training – Exclusively for Caissa Clients
Fri, Jul 27, 2018 4:00 PM - 4:45 PM EDT
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*NEW* Introduction to Macro Performance Attribution
Tue, Jul 31, 2018 4:00 PM - 4:30 PM EDT
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*NEW* Portfolio Optimizer Overview
Thu, Aug 2, 2018 4:00 PM - 4:30 PM EDT
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Modeling Portfolios and What-If Analysis
Mon, Aug 6, 2018 4:00 PM - 4:30 PM EDT
100% Client Satisfaction
While Caissa is the premier portfolio management and investment analytics platform, our service-oriented culture is what keeps clients happy.
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“The Caissa Platform helps us leverage our data to improve investment decisions. This product will allow us to combine performance, exposure, liquidity and risk metrics for all our investment portfolios in a single platform, aggregating all detailed data into strategic insights at the plan level.”
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“The product stood out from competitors and allowed us to streamline our processes and aggregate data from various sources to track exposure. The system’s API functionality and interface with our custodian have improved our reporting and alleviated the burden on our operations group. Caissa’s support team is as good as the product.”
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“Thanks to Caissa, we have more confidence in our analytical capabilities and more conviction in the results of our analysis. It is now easier to understand our portfolio’s exposures and quantify the risk factors affecting our investments. As a result of the platform’s dynamic interface, analysis that took hours in Excel is presented quickly and efficiently in the Caissa Platform.”
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“Caissa has changed our day to day operations by dramatically improving our efficiency and process by allowing us to look at the entire portfolio on one system from both performance and risk perspectives. The Caissa team has worked tirelessly to improve our work flow and has given us confidence in the accuracy of our analysis.”
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“Caissa's dynamic cash flow forecasting module for private markets has allowed FPPA to more efficiently run our pacing and liquidity analysis, including stress testing and scenario analysis. We are also able to more easily compare our modeling assumptions to our historical experience with the Caissa Platform.”
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“The Caissa Platform is an extremely valuable tool to have, especially amidst the market volatility. Our family office is benefiting from the exposures, risk, and liquidity features that the platform offers. I can go to an investment committee meeting prepared with hard data across a complex, multi-asset class portfolio as opposed to talking about exposures abstractly. The alerts are also very helpful for monitoring managers and investments.”
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“Caissa has been leveraged throughout our organization, from portfolio construction through investor reporting. It has been invaluable in making our data aggregation, management and monitoring more efficient and timely. As a risk manager, Caissa gives me one place to analyze both the manager’s portfolios as well as our own. The alert functionality allows exception reporting to make the process of monitoring more proactive. Caissa has been a great investment for our firm.”