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SOFTWARE FOR

Outsourced CIOs


“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 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.”

VIRGINIA TECH FOUNDATION
Daniel Ward, Director of Investments
ALFRED I. DUPONT TESTAMENTARY TRUST
Sean Warrington, Associate Director & Christopher Brady, Investment Analyst
PARTNERS HEALTHCARE
Gildas Quinquis, Former Deputy Chief Investment Officer
JOHNS HOPKINS UNIVERSITY ENDOWMENT
Kathryn J. Crecelius, Former Chief Investment Officer

Bringing simplicity to an industry known for its complexity

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.

100%


Allocator Client Base

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.

$1.7 Trillion


Clients' Assets Under Management

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.

98%


Client Retention Rate Since Our Inception in 2011

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.

  • How is Caissa used at Outsourced CIOs?
  • Who uses Caissa at Outsourced CIOs?

How is Caissa used at Outsourced CIOs?

Multi-Asset Class Exposure Aggregation

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.

Manager Due Diligence

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.

What-If Analysis

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.

Reporting

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.

Who uses Caissa at Outsourced CIOs?

Portfolio Managers

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

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.

Marketing

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.

Client Services

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.

Who do we work with?

  • Endowments

  • Pension Funds

  • Outsourced CIOs

  • Pension Funds

  • Foundations

  • Endowments

  • Pension Funds

  • Endowments

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235 Pine Street #2150
San Francisco, CA 94104

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