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Investment Consultants

Consultants and OCIOs use Venn to help with quantitative manager evaluation, portfolio construction, total portfolio risk and return attribution, and stress testing.

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Multi-Asset Portfolio Analysis

Venn Use Cases

Venn helps investment consultants and OCIOs speed up calculations and quickly analyze multi-asset portfolios using traditional risk and return metrics, as well as risk factors. Our portfolio analytics solution can enhance analytical rigor and enable more robust peer group analysis.

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Manager Due Diligence
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Portfolio Construction
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Risk and Return Attribution
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Scenario Analysis
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Custom Dashboards & Reporting

How Investment Consultants Use Venn

Manager Due Diligence Screenshot
Manager Evaluation

Decompose manager risk and return and analyze the impacts of investments within portfolios

Portfolio Construction Screenshot
Portfolio Construction

Construct portfolios and run what-if asset allocation analysis using our intuitive and flexible UI.

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Stakeholder Reporting

Integrate our Report Lab module for polished and customizable reports and presentations.

Venn by the Numbers

250+

Clients

300,000+

Investments in Data Library

$25+ trillion

Client AUM

18

Factor Model

Venn allows us to do several things that create efficiency in our process. On the front end, we can quickly assess a manager’s return stream and perform an easy ‘sanity check’ early on in our research process. *

- Fiducient Advisors

* The Venn subscriber featured here was not compensated for their statements. As a Venn subscriber, their use of portfolio analytics or other Venn features and their experience could differ from your organization’s due to their particular use of Venn, the version of Venn used, or other factors. Not all subscribers will be equally satisfied. The person providing this testimonial was selected based on a variety of factors, some of which are subjective. This document is for informational purposes only. Not an offer to buy or sell securities. Click here for Important Disclosure and Disclaimer Information.

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client spotlight

Venn Case Study: Fiducient Advisors

As Fiducient has grown, relying on Excel increasingly slowed down output and created burdensome manual processes for completing manager due diligence and portfolio construction.

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DIVE DEEPER

Common Questions

What is the Venn connection to Two Sigma?
Two Sigma consistently heard from clients that existing risk tools failed to address the unique needs of allocators and managers of multi-asset portfolios. Venn was created in response to such client demands for greater insight into their factor exposures as they approached asset allocation and outside manager evaluation decisions.
What goes into our Factor Model?
Venn leverages the Two Sigma Factor Lens in our platform, which consists of 18 factors in four categories: Core Macro, Secondary Macro, Macro Style, and Equity Style. The factors in the Two Sigma Factor Lens were constructed with the aim of accurately and intuitively describing risk and return drivers in institutional investor portfolios.
What is Private Asset Lab?
Venn's Private Asset Lab is a robust extension to the Venn platform, designed to facilitate seamless multi-asset portfolio analysis. It unlocks private asset data including cash flow data for ~7,000 private asset funds, fund performance data for ~18,000 funds, and fund characteristics from ~80,000 fund profiles. Private Asset Lab is subject to additional fees.
What is Report Lab?
Venn's Report Lab is a template library and report customization tool that seamlessly integrates Venn metrics, graphics, and analytics. Use it to generate insightful and fully-archived client reporting. Report Lab is subject to additional fees.
Resources

Thought Leadership

Market, Industry, and Analytical Insights

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Analyzing Private Assets

Private asset returns are typically smoothed and infrequent, reducing transparency. Venn tools can help private assets look and feel more like a public market proxy.

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Client Spotlight

Fiducient Advisors needed to streamline portfolio construction, quantitative due diligence, and portfolio monitoring.

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The Venn Pillar Series

At Venn, we believe that independent risk factors across asset classes are more precise tools for investment analysis and can help better understand portfolio diversification.

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