Our Solution

How We Help

Venn helps asset owners, asset managers, and advisors embrace a quantitative approach to multi-asset portfolio risk and investment decision making. Watch our short video below to see how Venn works.
Contact Us See how it works

 

Investment Library image
Investment Library
Collaborate effectively with Venn's cloud-based investment library.
Performance Forecasting image
Performance Forecasting
Gain insight into what the future may hold.
Scenario Analysis image
Scenario Analysis
Analyze how a portfolio or investment might stand up to various stress tests.
Factor Analysis image
Factor Analysis
Analyze what may really be driving your risk and return.
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Attribution
Identify your top and bottom performing investments.
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Illiquid Assets
Gain insight into underlying risks in your illiquid holdings.
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.
Venn Library Image 2022

Performance Forecasting
  • Venn converts your capital markets assumptions into forecasted expected returns for investments or portfolios.
  • Use statistical analysis to estimate potential outperformance or underperformance of assets relative to benchmarks.
  • Get up-to-date performance estimates for investments or portfolios in the absence of recent marks.
Solutions - Venncast

Scenario Analysis
  • Shock various global indices across a diverse set of asset classes to see the estimated 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 estimated historical and forecasted impact to your portfolio.
Solutions - Scenario Analysis - Portfolio

Factor Analysis
  • Our Two Sigma Factor Lens™ offers a unique multi-asset class look at how exposures to global risk factors may affect investment performance and volatility, helping you to stay aligned with your strategic objectives.
  • Look back at factor exposures over time to help understand style drift, 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.
Solutions - Factor Deep Dive

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.
Solutions - Attribution

Illiquid Assets
  • Venn converts returns, including quarterly NAVs, to daily return streams to provide you with more granular insight into how market volatility impacts illiquid investments.
Solutions - Interpolation