Novus drastically simplifies the complexities at our firm. The platform is notably smooth and easy to navigate, especially compared to cumbersome alternatives. Using Novus, 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.
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.
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.
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.
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.
Novus’s 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.
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.
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.
We navigate complex integrations via careful planning, rigorous follow ups, methodical execution. Maintaining an open dialog the whole way.
We recruit and train former investment professionals who understand the nuances of the industry and your needs. Acting as an extension of your team.
We live by responsiveness, a focus on the long-term, and being adaptive to shifting priorities. Partnering for maximum impact.
Total Client Assets
(USA & Europe)
Experience Serving Institutional Investors
Our team of world-class client management analysts will introduce you to our product, tailoring the conversation to your specific needs and interests.