Funds of Funds

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Deeper insight into the underlying managers within your portfolios.

Venn can help...

Uncover style drift and alpha decay in new and existing managers.
Grow your assets with dynamic reports that stand out to existing and prospective investors.
Reduce overlapping risk exposures across managers.
Prepare for tactical changes with performance estimates between reporting cycles.
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.
Solutions - Cloud Investment Library

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.
Solutions - Venncast

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.
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 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.
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 intelligently 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

The universe of indices available for subscribers to use in inputting their capital market assumptions for Performance Forecasting is pre-selected by Venn.