Cloud-Based Investment Library
- Get access to over 100,000 public funds, ETFs, equities, and indices.
- Upload any return stream from Excel, PDF or CSV for immediate analysis by all members of your investment team.
- Venn supports integrations with a number of leading custodians and service providers for automated updates to returns and portfolio holdings.
Performance Forecasting
- Venn converts your capital markets assumptions into forecasted, expected returns for investments or portfolios.
- Venn algorithms use statistical analysis to predict continued outperformance or underperformance of assets relative to benchmarks.
- Leverage Venncast functionality to get up-to-date performance estimates for investments or portfolios in the absence of recent marks.
Scenario Analysis
- Shock various global indices across a diverse set of asset classes to see the expected impact to your investments or portfolio.
- Gain insight into how assets might perform under historical drawdowns.
- Examine performance, correlations, and factor exposures in absolute terms or relative to a benchmark.
- Rebalance capital among existing line items or add/remove investments to see the historical and forecasted impact to your portfolio.
Factor Analysis
- Our Two Sigma Factor Lens™ offers a unique multi-asset class look at how exposures to global risk factors drive investment performance and volatility, helping you to stay aligned with your strategic objectives.
- Look back at factor exposures over time to understand style drift and sources of outperformance, and to help assess Beta vs. Alpha when evaluating a manager’s effectiveness.
- Track ongoing performance of factors across asset classes to keep up with changing markets.
Attribution Analysis
- Use Venn's pro-forma portfolio analysis to help you uncover which investments are driving risk and return across your portfolio.
- Break down the risk factor exposures for your investments.
Illiquid Assets
- Venn intelligently converts returns, including quarterly NAVs, to daily return streams to provide you with more granular insight into how market volatility impacts illiquid investments.
