“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.”
Let us simplify the handling of complex information so your pension fund 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.
Operations managers leverage the Caissa Platform to report on cash movements and transactions as well as seamlessly assess upcoming liquidity opportunities based on complex hedge fund vehicle liquidity terms.
Board members leverage the output of the Caissa Platform to consider total portfolio level asset class weightings, geographical positioning, and strategic allocations. The platform provides critical monitoring to support the boards’ fiduciary responsibilities, ensuring the plan’s fiscal objectives are met.