Novus is the world’s leading portfolio intelligence platform. Our mission is to help our clients invest better. With over $3 trillion in client assets under management, Novus’ Portfolio Intelligence Platform helps both institutional investors and investment managers gain an edge by leveraging big data & analytics.
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The Novus Reporting Solution is a transparency-sharing service that enables thousands of hedge funds to report fund information to their investors who use Novus, through the Novus Analytics Platform.
Here’s how it works:
An investor will submit a request to their investment manager (either directly or through a Novus representative) to provide Novus historical fund data and ongoing future reporting. This may include monthly exposure and risk reports, investor letters, performance updates, positions with profit and loss, and other information. Novus can process this information from various sources, whether from an administrator or prime broker or directly from the manager.
Once authorized by the manager to receive the relevant data, Novus will gather, process, and integrate it into the Novus Analytics Platform for the investor to analyze. The information may only be viewed by those whom the manager has authorized. Novus will only share the level of transparency authorized by the manage.
The investor can now privately access and analyze information about your fund on the Novus Analytics Platform through a web-based password protected software application. Additionally, the investor will be able to roll up information across all of their funds to view data at an aggregate portfolio level.
The Overview page is meant to summarize a few of the most important month-end key stats of your fund. The page includes most of the information reported in monthly risk or performance reports including the fund AUM, number of positions, exposure in dollars and percentage of AUM, portfolio volatility and a few basic risk metrics. Also included are top long and short positions if reported to your investors.
Summary of fund risk stats, single-factor and multi-factor risk modeling, fund factor tracking and more.
Performance summary, fund return streams, benchmark comparisons and risk stats.
Fund AUM, market value, exposure and liquidity stats.
Historical category exposures (for the length of investment period) by Strategy, Sector, Asset Class, Market-Cap and Geography.
Novus’ Reporting Solution can process multiple levels of transparency that fund managers can choose and set. In addition, Novus is able to process underlying positions data but limit an investor’s view of that data to category or exposure-level information, when shared with permissioned investors.
You control which investors or authorized parties have access to your fund information. Once authorized, investors can log into the Novus Platform and access the data provided to Novus. In addition, the data integration is seamless and easy. Novus can establish data feeds directly with your administrator or prime broker.
Novus takes the security and trust in our products very seriously. That’s why we’ve invested millions in our technology and security infrastructure, in order to protect your confidential information and make sure it is only accessed by authorized parties.
Investors come to Novus to help them manage their underlying data. By sharing fund reports and data with Novus, investment managers not only help assure their investors of transparency into their fund investment, but also enable them to easily analyze their entire manager portfolio through one platform to further assist them in reaching their broader investment goals.
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In addition to serving institutional investors with over $3 trillion in assets under management, Novus provides performance, attribution, risk and stock ownership analtyics to hedge funds and other investment managers. Our world-class investment manager products are used by some of the largest hedge fund management companies in the world. Learn more about how we help them invest better, measure and reduce their risk, and analyze key trends within the markets and across industry peers.
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