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How Asset Managers Use SEI Novus

Industry-leading tools for exposures, P&L, contribution, and ROIC. Go beyond top-level metrics to better understand your skill sets; derive batting averages, capital-allocation ratios, win/loss ratios, and sources of alpha.

Automate internal reporting to streamline and maximize internal efficiency. Create completely custom reports, then add your logo and brand colors to communicate your story to stakeholders in a highly differentiated way.

Slice and dice your attribution by the variables that matter most to you. Decompose your contribution by analyst, by theme, by asset type, or any other factor.

Visualize your portfolio’s sensitivities to customizable factors; choose from market, size, value, momentum, shifts in the yield curve, oil, commodity prices, and many more. Discern how these factors have performed and how they contribute to your P&L.

Search, analyze, and track 10,000+ institutions across hedge funds, mutual funds, investment advisors, and other institutional investors. Analyze your own portfolio’s crowdedness compared to the industry, and measure overlap with peers.

Manager Case Studies
Incline Global
Manager
 Case Study
Improving investor communication
Heard Capital
Manager
 Case Study
Optimizing investment strategy
ebook

Portfolio Intelligence Manifesto

In a world where accessing information has never been easier, intelligence is rapidly becoming a nebulous concept. It may be hard to define, but certainly we know it when we see it—or do we?

Data is the lifeblood of our industry, offering countless avenues for analysis. However, the volume and complexity of our data means the approaches that have been so effective in delivering intelligence to other sectors are not adequate. Today, data is both the biggest challenge and the biggest opportunity investors face on their paths to achieving true portfolio intelligence.

See the ebook >

Tasks that used to take us days can be completed in under an hour with Novus. The system is flexible and very helpful in drawing quick insights. Most importantly, the level of service I personally have received from Novus has been exceptional. Not only does the team work with you during the integration, but they are readily available on an ongoing basis. The Novus team is always ready to help, knowledgeable, and effective.

William Hunt
Research Analyst

Veritable

It’s the dawn of a new era, one where active asset managers must quantify their value add through deep and relevant analytics. As an asset class, credit is challenging. Yet through an unprecedented analytics suite and an intuitive interface, Novus has enabled a totally unique level of insight into our portfolio, and facilitated a new kind of dialogue with our investors.

Stuart Fiertz
President and Co-Founder

Cheyne Capital Management

SEI Novus drastically simplifies the complexities at our firm. The Novus Platform is notably smooth and easy to navigate, especially compared to cumbersome alternatives. Using the platform, we can communicate our firm’s story and respond to inquiries in real time. The people are incredibly impressive as well—everyone we’ve interacted with has remained responsive and exceptionally capable at every turn.

Paolo Mortarotti
CIO

Tower House Partners

Novus allows us to present portfolio characteristics and attributes in a graphical format that helps facilitate conversations with existing and prospective investors. The system has validated previously intuitive views of aspects of our portfolio management and allows us to clearly communicate our story. The team at Novus has been responsive to our questions and has helped us with a variety of ad hoc requests.

Chris Zellner
COO

Asymmetry Capital Management

Novus is the forefront of portfolio analytics. The team members I've interacted with are extremely knowledgeable and approach any potential challenge with a “can-do” attitude. The functionality, ease of use, and speed of the platform is amazing. Novus reveals the true source of our returns, allowing us to focus on our strengths. Knowing where to focus and what to avoid is paramount for a small boutique firm like JMS.

Dr. Miro Zuzak, CFA
Partner

JMS Invest

We built a data-rich investment program over the years through our multi-manager / managed account platform. Successful cooperation and customization with Novus has allowed us to make full use of the excessive data that is available to us. As a result, the Novus platform helps us in monitoring our investments much more efficiently.

Dr. Hartmut Nagel
Executive Director

LGT

SEI: THE PRODUCTS AND TEAM YOU CAN TRUST
$5 Trillion

Client Assets Under Management
& Assets Under Advisement

11 Offices

Worldwide (North America, Europe, Asia, Africa)

50 Years

Experience Serving Institutional Investors

Learn how SEI Novus can help you.

Our team of world-class client management analysts will introduce you to our product, tailoring the conversation to your specific needs and interests.