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Learn how the Novus platform can help your investment team

Our team of experts will introduce you to our manager analysis and portfolio intelligence capabilities, tailoring the conversation to your specific needs and interests.

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Hedge Funds

Quantify and convey your investment acumen.

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SEI Novus drastically simplifies the complexities at our firm. The Novus Platform is notably smooth and easy to navigate, especially compared to cumbersome alternatives. Using the platform, 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.

Paolo Mortarotti
CIO

Tower House Partners

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.

Dr. Miro Zuzak, CFA
Partner

JMS Invest

It’s the dawn of a new era, one where active asset managers must quantify their value add through deep and relevant analytics. As an asset class, credit is challenging. Yet through an unprecedented analytics suite and an intuitive interface, Novus has enabled a totally unique level of insight into our portfolio, and facilitated a new kind of dialogue with our investors.

Stuart Fiertz
President and Co-Founder

Cheyne Capital Management

How 

Hedge Funds

 use the Novus Platform

Multi-Asset Class

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.

What If

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.

Manager Due Diligence

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.

Reporting

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.

Holdings Analysis

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.

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.

How 

Hedge Funds

 use SEI Novus

Attribution & Skill-Set

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.

Reporting

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.

Bespoke Analytics

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.

Multi-Factor Risk

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.

Regulatory Filings

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.

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.

Smooth Onboarding

We navigate complex integrations via careful planning, rigorous follow ups, methodical execution. Maintaining an open dialog the whole way.

Qualified Professionals

We recruit and train former investment professionals who understand the nuances of the industry and your needs. Acting as an extension of your team.

Attentive Partnership

We live by responsiveness, a focus on the long-term, and being adaptive to shifting priorities. Partnering for maximum impact.

Who Uses the Novus Platform at 

Hedge Funds

Investment professionals

Access the data, analytics and insights you need for quick and informed decision-making, all using a single digital tool.

analytics teams

Monitor your managers with automated and digitized reporting, and discover new opportunities using public filings.

operations personnel

Automate all cash flow ingestion (including private investments), reconcile discrepancies against custodians, and plan allocations.

committees & boards

Achieve firm alignment, quantify outcomes, and demonstrate fiduciary responsibility by understanding your exposure to risk factors.

Investment Professionals

Access the data, analytics and insights you need for quick and informed decision-making, all using a single digital tool.

Analytics Teams

Monitor your managers with automated and digitized reporting, and discover new opportunities using public filings.

Operations Personnel

Automate all cash flow ingestion (including private investments), reconcile discrepancies against custodians, and plan allocations.

Committees & Boards

Achieve firm alignment, quantify outcomes, and demonstrate fiduciary responsibility by understanding your exposure to risk factors.

Who uses SEI Novus at 

Hedge Funds

portfolio managers / Analysts

Validate your skill-sets. Quantify the value added (or detracted) via security selection, position sizing, trading, and more.

investor relations / Business Development

Show, don’t tell. Share visual narratives about your firm’s security selection, conviction, market timing, category allocation, and trading history.

Portfolio Managers / Analysts

Validate your skill-sets. Quantify the value added (or detracted) via security selection, position sizing, trading, and more.

Investor Relations / Business Development

Show, don’t tell. Share visual narratives about your firm’s security selection, conviction, market timing, category allocation, and trading history.

$5 Trillion

Client Assets Under Management
& Assets Under Advisement

11 Offices

Worldwide (North America, Europe, Asia, Africa)

50 Years

Experience Serving Institutional Investors

Learn how SEI Novus can help you.

Our team of world-class client management analysts will introduce you to our product, tailoring the conversation to your specific needs and interests.

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