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Ebook cover, with text reading "The Meaning of Portfolio Intelligence: Why data Automation and Cloud-Based Technology Will Define the Future of Investing.

Portfolio Intelligence Manifesto

Learn how to make use of disparate, multi-asset class portfolio data, and achieve enhanced analytics to power your investment decisions.

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How Asset Owners Use SEI Novus

Aggregate your allocations across equity, credit/fixed income, private equity, real assets, and more. Harmonize multiple transparency levels to achieve unified visibility into your entire portfolio.

Uncover the impact of hypothetical transactions. What if I redeem from this manager? What if I increase my allocation here? Use data to asses your intuition, before committing.

Research historic portfolio performance and measure manager uniqueness using global ownership data. Uncover true drivers of performance with skill-set analytics. Monitor managers over time, and watch for style drift.

Automate reports so you can focus on what you do best—making investment decisions. Tailor reports to match your unique needs, add your logo and brand colors, and then schedule automatic updates to send to stakeholders.

Analyze your exposures by strategy, geography, sector, market cap, or set custom categories. Drill down and view your underlying positions. Drill-down further and see who contributes to those positions. Go “top to bottom” in just seconds.

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

Novus listens to the client’s feedback and constantly improves the functionality of the platform to ensure the client’s needs are satisfied. Novus has responsive support team made up of exceptionally capable people. The platform has drastically reduced the turnaround time for summarizing performance and easing overwhelming data-related tasks, especially when the firm has a long history.

Jave Hu

Senior Operations Analyst

Symphony Financial Partners

Novus’ platform provides powerful insights into drivers of performance and helps us to have a deeper dialogue with our portfolio managers. The task of monitoring our portfolios has been made much easier through the flexibility of the system. Additionally, the support we have received, which is crucial to the adoption and success of any platform, has been exceptional.

Laura Baird

Managing Director

Private Advisors

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

Novus has been a strong partner for us since our launch nearly three years ago. With their help we have organized and analyzed a dizzying amount of data from our custodians and external managers. Their teams are smart, hard-working, highly skilled, and helpful. They are a pleasure to work with.

Erik Carleton, CFA, CAIA

Director of Pension Investments

Textron

Novus is instrumental in identifying and understanding the skill-sets and fundamentals within manager portfolios. In today's landscape, you can't get far without premier data and analytics. When you invest with a manager, you are trusting they perform incredible company-level research in order to develop a divergent view that captures excess returns. For us at Atom, we do that same level of research on our managers before we invest, and Novus is the foundation of this process.

Sammy Qunibi

Co-Founder, Head of Manager Research & Selection

Atom

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