Caissa, LLC, a leading software firm dedicated to providing risk and portfolio management solutions to institutional investors, today announced that John Hopkins University’s Office of Investment Management has selected Caissa to facilitate the aggregation of exposures across the endowment’s wide range of investment vehicles and asset classes.
As more institutional investors allocate to a wider spectrum of funds, they require a software solution that offers a holistic view of their portfolio positioning. To do so, a software solution must be equipped to both handle the unique intricacies of each investment vehicle, ranging from hedge funds and private equity funds to separately managed accounts, as well as aggregate varying forms of managers’ exposure, ranging from position‐level to exposure‐level transparency.
Kathryn J Crecelius, Chief Investment Officer of Johns Hopkins University, said:
The JHU Investment Office has been using the Caissa Platform since the spring of 2011. 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.
“We are pleased to have been selected by such a prestigious institution. The Investment Office of Johns Hopkins University is a sophisticated team and appreciates that the Caissa Platform gives them the ability to monitor the entire endowment’s risk profile, review quantitative analytics, and track liquidity all in one place. Their insights have also been very valuable to us as we roll out new features that can best enhance our clients’ investment process,” said David Hsu, CEO of Caissa, LLC.