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Allocator
 Case STudy

Portfolio Intelligence in Action

How sophisticated investors use the Novus Platform for manager monitoring and data management across private and public investments

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Sophisticated investors are faced with ever-increasing data challenges—especially as allocations to alternatives continue to rise. Inadequate data cohesion, intense manager oversight, and overwhelming data operations are all examples of time-consuming barriers that can keep institutional investors from true portfolio intelligence. This collection of anonymized case studies follows three asset owners as they each embark on their SEI Novus journeys.

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Allocator
Case Study

Portfolio Intelligence in Action

Sophisticated investors are faced with ever-increasing data challenges—especially as allocations to alternatives continue to rise. Inadequate data cohesion, thorough manager oversight, and overwhelming data operations are all examples of time-consuming barriers that can keep institutional investors from true portfolio intelligence. This collection of anonymized case studies follows three asset owners as they each embark on their Novus Platform journeys.

We cover the use cases of a:

  • Family office facing data management challenges
  • Sovereign wealth fund looking to improve manager monitoring
  • Asset management firm needing to integrate expansive private market data

These clients require optimized workflows that streamline their day-to-day. From a centralized data repository to enhanced skillset analysis, the Novus Platform proposes and integrates individualized solutions to help clients navigate adversities, and to guide them towards a more efficient future.

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More Case Studies

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Incline Global
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Improving investor communication
Heard Capital
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Optimizing investment strategy
LGT Capital
Allocator
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Strengthening data infrastructure

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