“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
Let us simplify the handling of complex information so your oCIO can truly harness the power of your data, deriving actionable insights and breaking free from webs of disjointed spreadsheets. Make optimal, data-driven decisions by holistically analyzing your portfolio exposures, upcoming liquidity opportunities, stress test results, and performance analytics all in one user-friendly tool.
Many of our clients are safeguards for assets with a critical purpose, whether that be funding tuitions, retiree benefits, or programs for disadvantaged communities. As they are our dedicated client base, our product roadmap will always be aligned with their needs.
The world's top institutional allocators representing over $1.7 trillion in assets use the Caissa Platform to systematically understand their complex, multi-asset class portfolio's exposures and risk profile.
We are dedicated to our clients' success and treat each one as a long-term partner, helping them navigate a changing and complex industry so they can always meet their important missions and objectives.
Whether you are investing in hedge funds, SMAs, long-only funds, private equity funds, or venture capital funds, the Caissa Platform aggregates exposure and position-level transparency seamlessly. With this harmonized data, you can group exposures by any dimension including asset class, region, currency, sector, and customized dimension.
Investment teams can monitor managers' exposures, detect style drift visually by viewing graphs of current exposures in tandem with historical exposures, and run an attribution analysis relative to a benchmark to understand the true source of managers' returns. You can additionally set fund-specific exposure alerts to be notified of manager mandate breaches.
Chief Investment Officers and Portfolio Managers can use our industry-leading, proprietary Portfolio Worksheet. With this portfolio construction tool, you can better implement top-down asset allocation decisions by dynamically viewing how portfolio exposures are projected to change based on anticipated transactions, such as new cash flows, new allocations to managers, and redemptions from existing ones.
Create PDF reports, export data and images, or use our Excel API plugin to report on a wide variety of investment analytics, including exposure analysis, liquidation schedules, attribution, stress testing, and performance analytics.
Portfolio Managers and Chief Investment Officers can make tactical asset allocation decisions using as updated and granular information as possible. All the critical considerations for implementing portfolio changes are in one, user-friendly tool. Integrated decisions can be reached, taking into account exposures, risk, and available liquidity, with the click of a button.
Research teams use the Caissa Platform as a repository to store investment-related data, ranging from attribution to exposures and liquidity, on the managers they invest in and are tracking. You can also make use of the platform’s alerts feature, ensuring you’ll receive automated alerts when managers’ mandates are breached or if there has been style drift.
Tangibly demonstrate your firm’s commitment to business continuity and to protecting your team’s cumulative institutional knowledge by putting in place a secure, modern data infrastructure. Gain an edge over competitors by showcasing an agile and sophisticated investment platform at the helm of your firm’s foundation, not a disjointed web of Excel spreadsheets.
Reassure your clients by implementing the Caissa Platform, which allows you to answer their portfolio related questions in minutes, not weeks. Leverage technology to set automated alerts, ensuring you stay within the mandate of each clients' unique requirements.