What we hear from Asset Owners and Asset Managers
As a spin-off from a fund-of-funds manager with over 25 years of experience, our management team has faced many of the challenges we are seeing asset owners and managers being confronted with today. We speak to these market participants regularly and they have shared with us their main concerns. At AssetMetrix we are dedicated to creating innovative solutions otherwise not found in the market. Find below an overview of the main issues our clients were facing and how we help them overcome these.
With private markets being known for their intransparency there is an integral need for a digital solution simplifying complex data structures and enabling transparency in exposure, single risk with a look-through and allocation.
Many fund managers delivering only the minimum required reporting and being unable to answer customised requests, is causing substantial amount of time being spent by LPs to put together regular reports fulfilling regulatory and stakeholder requirements. Investors need to find a way to enhance existing internal resources whilst delivering on increasing reporting demands.
Increasing public scrutiny, for example in regard to ESG, pressures institutional investors to find solutions to simplify the collection, validation and analysis of data, ensuring minimum effort and relevant results.
With asset owners receiving data from a variety of fund managers and service providers, there is a need for an interface allowing for different systems to connect and a single source of truth to be created.
Asset owners are struggling for efficiency with growing portfolios, needing to integrate technology and outsourcing specific middle- and back-office activities, ensuring minimum manual labour is required by their own teams.
Maintain a timely, granular and comprehensive data set tailored to you and your stakeholders’ needs. Technology developed by real private capital experts helps you to achieve clarity and consistency for your portfolio.
Our specialized outsourcing services help you deliver highest-quality quarterly reporting and capital account statements, whilst decreasing in-house manual labor. Latest technology allows for 24/7 accessibility, full configurability, customized layout capability and consistency of portal and print reporting.
We empower your organisation to enhance the existing resources needed to collect, aggregate, validate and analyse an ever-growing set of data, through the use of digital workflows, automations and a state-of-the-art web portal
By implementing our technological platform, which simplifies complex data structures, consolidates and aggregates all data, you achieve a single source of truth.
With an increasing portfolio of private capital investments, in-house resources are being strained. We enable you to limit time spent on tedious, manual tasks, through modular outsourcing services and state-of-the-art technology ensuring process security and efficiency. This ensures time can be used profitably by your team, focusing on analysis and making the right investment decisions.
Asset managers are struggling for efficiency with growing portfolios, needing to integrate workflows and automations for the collection and management of data. With individualized outputs from various service providers differing, managers need to ensure that all their further calculations and analysis are based on one source of truth.
With private markets being known for their intransparency there is an integral need for a digital solution enabling transparency and a consistent, clear view of investments and KPIs.
In a growing asset class with more demanding clients, fund managers need to find a way to ensure minimum effort to collect and analyse KPIs (including ESG) to their investors.
With investors from multiple jurisdictions relying heavily on various reporting formats to be made available in a short timeframe, GPs need to integrate automation tools to reduce time and resource whilst fulfilling the need for customisation.
With an increasing and more diverse investor base, fund managers are struggling to find ways to communicate in a more efficient and secure way.
With competition growing among fund managers, they are no longer only reliant on their solid track record during fundraising periods but also have to showcase especially to institutional investors secure and efficient processes.
By implementing our technological platform, which simplifies complex data structures, consolidates and aggregates all data, you create a single source of truth. Once obtained, data can be used profitably. Instead of your team dealing with aggregation and validation, you free their resources to analyse and make the right investment decisions.
Our technology and specialized outsourcing services in regard to fund administration, data collection & management as well as reporting, enable you to present your investors with clarity and consistency for their portfolios. Maintain a timely, granular and comprehensive data set tailored to you, your investors’ and the regulators’ needs.
We empower your organisation to serve an increasing amount of investors and handle a growing set of data, ensuring your operations are made more efficient by implementing thought-through processes supported by digital workflows.
Our specialized outsourcing services help you deliver highest-quality classical quarterly reporting and capital account statements to your investors, whilst decreasing in-house manual labour. Latest technology allows for 24/7 accessibility, full configurability, customized layout capability and consistency of portal and print reporting.
Using modern portal technology and automation allows you to enhance your interactions with clients, accompany the investor onboarding journey and making communication more secure and efficient by replacing email and excel through state-of-the-art technology.
We enable you to showcase to your clients during busy fundraising periods, how state-of-the-art technology ensures your process security and makes your operations reliable and efficient.
The founders of Certior Capital began investing in private markets three decades ago and have managed two similar businesses before establishing the current operation. Over that period they have followed several different reporting and administration approaches and also witnessed the rapid increase in size and sophistication of the market. While establishing its first fund, Certior needed a solution to allow it to rapidly and efficiently scale the business and at the same time achieve the institutional quality that their investors expected.
To gain a better understanding of the partnership, the challenges faced and solutions developed:
