22 Oct Accelex launches portfolio analytics and reporting platform for institutional investors

Posted at 11:14h in News by

Accelex has announced the launch of a portfolio analytics and reporting platform for institutional investors and asset servicers to address growing client demand for a solution that delivers powerful insights from data extracted via periodic fund performance reports and statements.

Growing client demand for such a solution stems from the fact that private markets investment professionals currently face significant challenges in accessing and visualizing detailed transparency data from their invested fund portfolios. This results in firms deploying expensive resources on manually surfacing and analyzing data rather than focusing their expertise on delivering improved investment and risk decisions.

Understand exposures and analyze a full time-series of portfolio performance

The portfolio analytics and reporting platform launched by Accelex offers features that allow investors and asset servicers to analyze portfolio drivers across their entire investment network, including underlying asset operating performance.

It also provides a comprehensive audit trail that links all data to its location within the source document, exposure analysis to identify concentration risks or deviation from allocation policies, as well as unique cohort analysis and historical comparisons.

Nicole Weder, Chief Product Officer at Accelex, said: “Our portfolio analytics and reporting platform delivers a single source of validated data that provides rapid answers to the questions that matter most to institutional investors. With our new solution, institutional investors can instantaneously explore a golden source of investment insights within any category and at any level, enabling them to understand their exposures and analyze a full time-series of portfolio performance.”

Accelex boasts an end-to-end alternative investment data solution, which allows investors and service providers to automate the acquisition, extraction and analysis of data on their fund portfolios.

The analytics dashboards are available via an online portal and data can also be fed directly into any middle- and front-office software solution.