Our investor clients include sovereign wealth funds, endowments, foundations, pension funds, outsourced CIO models, multi-family offices, fund of funds and investment advisers. We help our investor clients drive more rigorous manager research, gain better transparency into their aggregate portfolio at the position-level, and automate reporting to investors, boards and other constituents. Our allocator clients rely heavily on our comprehensive data management, risk analysis, attribution tools and public regulatory filings database.
What if you could better predict future manager performance? Most allocators are busy analyzing past performance – taking 12 data points a year and extrapolating them into thousands of analytics. Imagine you could take millions of data points – through private, position-level transparency, exposure reports, quarterly letters, public regulatory filings, all combined with comprehensive, multi-asset class-market data, and find a handful of game-changing insights?
Analyze alpha generation through market timing, category timing, security selection, position sizing and trading
Analyze current and historical risk, stress test managers and run scenario analysis
Analyze fundamentals like liquidity, concentration, valuation and more
Analyze the underlying factor exposures and factor contributions of managers
Before Novus, many of our clients spent months during a quarter collecting data, building excel models and generating reports for their investors, board of directors and other constituents. Novus helps our allocator clients automate both internal and external reporting so they can focus on what they do best- analyzing managers and managing their portfolios
Many claim aggregation, but unless you capture 100% of an investors portfolio, you are only aggregating a piece of the pie. Novus is the only system that can offer true aggregation across equity, fixed income, hedge fund, private equity, venture capital and real asset allocations at a multi-asset class, multi-level basis on both exposures and performance. Large, complex endowments, pension funds, and sovereign wealth funds rely on Novus every day to understand their aggregate exposures, risk and performance, and it is all available to them in seconds.
Novus handles multiple levels of transparency – so if 50% of your managers are reporting position-level transparency, with 20% sending you exposure reports and 30% a quarterly private equity position feed, you are covered.