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insights
Observations on Best Practices for Endowments & Foundations

The Caissa team regularly speaks with clients and attends industry conferences to stay abreast of trends in the institutional allocator space. Clients frequently ask us if there are insights we can share based on our collective observations and touchpoints within the ...

articles
Huffington Post – Women in Business Q&A: Susan Veksler, President and Co-Founder, Caissa

Originally published on Huffington Post. Susan Veksler is the President and Co-Founder of Caissa, LLC, the first FinTech analytics platform designed exclusively for institutional allocators including endowments, foundations, pension funds, and sovereign wealth funds....

articles
Caissa’s Interview with Chief Investment Officer: A Blueprint for Selecting the Right Technology for your Organization

Chief Investment Officer discusses how technology can help allocators with Susan Veksler, the President of Caissa, and Dave Hsu, the CEO of Caissa. Susan and Dave discuss the growing appetite for technology among allocators, and the key criteria that should be consid...

articles
Caissa and MSCI Partner to Integrate HedgePlatform Data

The Caissa Platform now offers clients access to MSCI RiskMetrics HedgePlatform data, covering over 1,400 funds. Allocators benefit from enhanced transparency across their hedge fund investments with exposures that have been validated by each manager’s administrator...

news
Caissa, LLC Wins Most Innovative Technology Firm at 2017 HFM US Hedge Fund Technology Awards

NEW YORK, Feb. 15, 2017 — Caissa, LLC, a leading provider of investment analytics and risk management software for institutional allocators, has been awarded Most Innovative Technology Firm at the 2017 HFM US Hedge Fund Technology Awards. The annual HFM US Hedge Fun...

news
Caissa Delivering Enhanced Hedge Fund Transparency to Institutional Allocators with MSCI Agreement

Caissa has reached an agreement with MSCI whereby clients can now access MSCI HedgePlatform through the Caissa platform. MSCI receives monthly position-level transparency from over 1,400 hedge funds. Under this new agreement, Caissa clients can now tap into MSCI’s v...

insights
Caissa Webinar Summary: Assessing Brexit Exposure

On June 28th, 2016, Caissa conducted a webinar with Brexit-fueled volatility in mind. Caissa showed how to use its analytics platform to analyze a multi-asset class portfolio and assess the potential impact of Brexit. What follows is a recap of the impact of Brexit on...

news
Caissa, LLC Shortlisted for Two HFM US Technology Awards

SAN FRANCISCO, Jan. 20, 2016 /PRNewswire/ — Caissa, LLC – a leading provider of investment analytics and risk management software for institutional allocators – has been shortlisted in two risk management categories for the HFM US Technology Awards. The ann...

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articles
Caissa, LLC and aiCIO Discuss Exposure and Risk Management

Knowing where your portfolio currently sits seems like an obvious requirement – and yet, historically, funds have had a hard time doing just that. Chief Investment Officer Editor-in-Chief Kip McDaniel spoke with Caissa, LLC, a risk management software platform for i...

insights
Then and Now: Advancements in Exposure and Risk Management

Since 2008, institutional allocators have started to view risk and exposures in a new way. Deriving comfort from managers’ historical returns, relying on an intricate web of spreadsheets to calculate portfolio exposures, and attempting to focus on one single number...

insights
10 Ways Exposure Monitoring Enhances Due Diligence

Monitoring manager and portfolio exposures is critical from an asset allocation perspective. Review the top ten ways in which monitoring exposures enhances due diligence on your managers. Download PDF...

news
Partners HealthCare Chooses the Caissa Platform

Caissa, LLC, a leading software firm dedicated to providing risk and portfolio management solutions to institutional investors, today announced that Partners HealthCare System, Inc. has selected Caissa to facilitate the aggregation of exposures and management of liqui...

news
Johns Hopkins University Selects the Caissa Platform

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 expos...

insights
The Challenges of Asset Allocation

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 managemen...

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