Issue #33

If you're a large allocator, you may have $90 billion invested in traditional equity and bonds and $5 billion allocated to alternatives such as hedge funds. Unfortunately, you are invariably operating with limited resources and personnel.

Consider this: Given most of your team is focused on managing that $90 billion, how many people are dedicated to the smaller $5 billion allocation?  

The answer is likely not enough.

Do those team members possess the necessary skills across various asset classes and trading strategies to gain a deep understanding of these investments? Even if they do, the capital allocation process is slow—it can take years of due diligence to make an investment, by which time potential alpha opportunities may have already dissipated.

Once these alternative managers are on board, you will receive numerous reports that vary in format and content, making it challenging to synthesize information effectively.

In this context, it becomes crucial to rethink how we approach investment management. 

For us, the solution is clear: We aggregate trading strategies into our platform, providing a unified source of exposure that simplifies the process. This means one easy source of returns and consistent reporting across all the various strategies.

By leveraging modern digital tools, we can enhance connectivity, allowing allocators to see and understand their portfolios more clearly. Through our portal, they can easily understand the returns and exposures to make better decisions with the right information at the right time.

Ultimately, the goal is to leverage a digital approach to create a more cohesive and efficient investment strategy that maximizes returns, manages risk, and minimizes complexity.