The job of an institutional allocator has never been as exciting as it is today. With global capital increasingly flowing to new channels, products, and regions, the investment opportunities allocators have at their disposal are vast.
Yet, portfolio and risk management technologies have not kept pace with the broadening opportunity set. Traditional financial risk management systems are not fit for today’s increasingly complex portfolios.
To make sound investment decisions, an asset allocator needs to be armed with an understanding of the total portfolio positioning. Conventional portfolio analytics that focus on managers’ returns seek to approximate historical manager-to-benchmark relationships, but provide no insight as to the managers’ current exposure.
Financial risk management systems specializing in specific assets are ill-equipped in analyzing complex, multi-asset class portfolios. Furthermore, many managers do not provide security-level transparency, rendering security-based solutions nonviable.
What good is any risk measurement output, however performed with quantitative rigor, if it only explains 40% of the portfolio? We offer you a solution.
Our web-based application, the Caissa Platform, provides unparalleled position aggregation capability across all asset classes, all investment vehicle structures and all transparency data formats for asset allocators in endowments, foundations, fund of funds, family offices and alternative investments.
With the Caissa Platform, you will gain a clear picture of your portfolio’s positioning across various dimensions, including asset class, geography, sector, and currency, while being able to drill down to the most granular level of your portfolio’s composition.
Caissa, LLC sets up feeds with your administrators and custodians to automate the ongoing maintenance of your portfolio data. This ensures that your investment team stays focused on asset allocation, not data maintenance.
Caissa offers you a comprehensive understanding of your portfolio positioning today, so you know how to be positioned tomorrow.
Take a look at our software, and request your demo today.