A message to our clients:

We hope you’re all successfully coping with this crisis and steering clear of the risks presented by this novel virus. Despite the challenges we’re all facing, our subscribers continue to turn to Venn for insights and data-driven analysis.  I wanted to take a minute to call out ways in which Venn has been helping investment teams get a handle on what's occurring with their managers and coordinate investment-related efforts across their teams.

Some of these features include1:

  • Venncast: As coronavirus impacts the markets, get an estimate of how your portfolio has performed over the course of this volatile month, before you have updated returns from your managers
  • Venn Investment Library: Centralize investor reports and returns in a cloud library, making them accessible across teams working from home and enabling better remote due diligence
  • Drawdown Analysis: See if your portfolio, given its factor exposures today, could have been impacted by historical epidemics, like the 2002 SARS outbreak
  • Scenario Analysis: Test how potential market shocks from coronavirus could impact your portfolio or specific investments in the future 
  • CMAs/Long-Term Forecasts: Update your go-forward capital market assumptions to take into account coronavirus impacts over extended timeframes, and see updated performance forecasts for any investment or portfolio

Coronavirus-driven product enhancements: 

The Venn team has been working hard to make changes to the site to enable more timely insights. One key area of focus is our Factor Insights section. Here, we now offer “t-1” daily updates to factor performance so that you can understand and manage the factor movements that have occurred each morning. As always, you can also use this functionality to see how factor correlations have shifted with the global impact of coronavirus breaking historical relationships across risk factors

More to come

As we look ahead, we want to be a valuable partner to you as you work your way through this time. To that end, many of you attended our first Venn University - Coronavirus Webinar this morning. For those who missed it we have another scheduled for 4:00pm ET. To register click here.

We will be increasing the frequency of our Venn Factor Performance Alerts, from Monthly to Weekly, providing some commentary to guide a better understanding of the moves we’ve observed each week.

And lastly, for those of you looking for some 1-1 consultation, we’re also opening up office hours with members of our client success and product teams. If you’d like to sign up for a 30 minute call to walk through your portfolio or investments in Venn, please click here to schedule a session.

We know these are challenging times, and we hope Venn is well positioned to help you navigate this time of such wide-ranging uncertainty.

Jake Dwyer

General Manager - Venn

 

 

 

1 Portfolio analytics are only available on Venn Pro.

 

This article is not an endorsement by Two Sigma Investor Solutions, LP or any of its affiliates (collectively, “Two Sigma”) of the topics discussed. The views expressed above reflect those of the authors and are not necessarily the views of Two Sigma. This article (i) is only for informational and educational purposes, (ii) is not intended to provide, and should not be relied upon, for investment, accounting, legal or tax advice, and (iii) is not a recommendation as to any portfolio, allocation, strategy or investment. This article is not an offer to sell or the solicitation of an offer to buy any securities or other instruments. This article is current as of the date of issuance (or any earlier date as referenced herein) and is subject to change without notice. The analytics or other services available on Venn change frequently and the content of this article should be expected to become outdated and less accurate over time. Any statements regarding planned or future development efforts for our existing or new products or services are not intended to be a promise or guarantee of future availability of products, services, or features. Such statements merely reflect our current plans. They are not intended to indicate when or how particular features will be offered or at what price. These planned or future development efforts may change without notice. Two Sigma has no obligation to update the article nor does Two Sigma make any express or implied warranties or representations as to its completeness or accuracy. This material uses some trademarks owned by entities other than Two Sigma purely for identification and comment as fair nominative use. That use does not imply any association with or endorsement of the other company by Two Sigma, or vice versa. Click here for other important disclaimers and disclosures.

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