Celebrating Strength in Tracking Alternatives with Vidrio Financial

Each day, the complexity grows for those managing alternative investment allocations. These investment teams and CIOs require solutions and services that can be relied on and serve as a true partner. Over the course of this summer, Vidrio Financial was recognized as a finalist by several organizations for the work we continue to do in the alternative investment space. Read more on these awards in our latest blog entry.

By: David Barry, Director, Marketing, Vidrio Financial

Summer is normally categorized as taking downtime and recharging those human batteries that make those who support institutional investors perform at the top of their game. For Vidrio Financial, that recharge period was made even sweeter by the multiple award notifications that we received between June, July, and August 2025.

This blog entry is a quick recap of those award notifications with our own perspectives on why they’re so important as we continue our mission into the back half of the year. We are honored to be nominated across these organizations and categories and wish the best to all of those organizations that have been shortlisted.

HFM US Service Awards

The HFM US Service Awards reward solution providers that have demonstrated exceptional client service, product innovation, and exhibit strong business practices over the last 12 months.

For this year, Vidrio received 4 shortlist alerts, which are showcased in the graphic below, (Best AI Solution or Tool, Best Analytics Tool, Best Data Management Solution, and Best Outsourced Operations/Finance Service):

This is Vidrio’s second year in a row that we were shortlisted for an AI category and the 4^th year that we received recognition on our strength as a data management solution/tool. Vidrio won the Best Information and Data Provider award in 2024.

The introduction of artificial intelligence (AI) is evolving the way allocators approach their strategic asset allocation. The approach is constantly being debated concerning data clarity, security, and what is the overall ROI for institutional investors today. Vidrio’s history has been built on helping to meet allocator needs and solve pressing challenges as they look to improve antiquated and overworked investment and reporting systems. This is what led us to position our platform as a true AI-enabled service or AES, which helps to consolidate investment intelligence pipelines from accounting, portfolio performance, banking, investor and investment activity, and in-flight valuation systems. Vidrio clients can gain access to cutting-edge RPAs and LLMs that help to collect, tag, enrich, and display investment intelligence in easy to use dashboards and screens.

Vidrio’s innovations in data management and analytical tools helped to secure additional shortlisted nominations for the HFM US Service Awards. Our approach to data management is broken down into six segments, which include:

Each of these segments yields operational efficiencies and cost reductions to leading LPs across the institutional investment space. To learn more about these benefits for multi-asset alternative portfolios please check out our data management website on Vidrio.com and scroll to the bottom form to connect with a member of our team.

Analytics in the Vidrio system provides clients with a fully customizable experience under a single roof. Clients can quickly view fund and portfolio data spanning research, due diligence, performance, exposure, risk, and even qualitative investment elements. Automation factors into our reporting infrastructure, allowing users to run reports on demand or schedule them for automatic execution and/or distribution via email. Furthermore, platform data can instantly be displayed as a chart, pivot, list, or card view to further understanding and usability. Book a time with our team to learn more about our reporting and analytics features and how we can integrate with existing investment systems.

Private Equity Wire US Service Awards

The Private Equity Wire US Awards recognize excellence from service and solution providers across a wide range of categories. The award program will kick off on Thursday, November 6, 2025, with more details to be covered here.

For a short period of time, Vidrio Financial could use your support (until September 5, 2025) in voting for us across 4 categories.

Last year Vidrio was listed in only 3 categories, we’ve made a bit of progress since then. This will be our second year in a row that we have been nominated for Portfolio Management Service of the Year. Vidrio won the Data Provider of the Year – Analytics and Insight in 2024. You can read more on that here.

Vidrio financial is a full front, middle, and back-office cloud platform, and we believe these award nominations in the Private Equity Wire US Awards accurately reflect our strengths. Allocators require a strong platform for maintaining their IBOR and being able to generate performance reporting for management boards, clients, and more. Compliance guidelines need to be followed across both external and internal policies, and Vidrio helps clients create custom controls and workflows to ensure that institutional portfolios are operating within their mandates. In terms of risk management, Vidrio’s objective is to create greater transparency across your positions and underlying holdings. We also look at risk characteristics across operations, reputational, liquidity, and exposure. This creates a full view of your investments and provides insight into the level of risk your teams might be assuming at every phase of the investment decision making process.

Recognition as a leading Portfolio Management Service (PMS) is critical to every project, innovation, and client request that we produce. Our goal is to support allocations across a wide range of asset classes and securities, including public and private markets, stocks, bonds, commodities, derivatives, long-only, liquid alts, hedge funds, private credit, and more. This allows our clients to leverage advanced functionalities for all their investment needs under a single platform.

Chief Investment Officer - Industry Innovation Awards

The most recent award announcement came this month from Chief Investment Officer. For their CIO Industry Innovation Awards, Vidrio Financial was nominated as a finalist in their Data and Technology category. This first-time award recognition from CIO highlights the contributions that we have made to becoming a leader in providing advanced data integration and connectivity for allocators. As mentioned in our coverage on the HFM US Service Awards shortlisted nomination for Best Data Management Solution, Vidrio views allocator data as true strategic asset.

Vidrio takes full responsibility for setting up data connections with client counterparties and is responsible for onboarding and setting up integrated data feeds with external managers and service providers. Given the flexibility in data setups, we ingest data in any format and provide a taxonomy to that data going forward. This brings order and transparency to investment data, (as we like to relay to our clients, data is nothing without control) and empowers Vidrio clients with better tools for portfolio management and analysis. Our technology grants users’ access to performance and statistics that can be compared against various benchmarks, model portfolios, and simulations. In this setup, Vidrio clients bypass the need to build a separate internal system for data formatting or further data visualization/analysis.

Those seeking to leverage AI and keeping up to date with the latest advancements in agentic AI will be glad to note that Vidrio scales with your needs so that you have a true partner in improving your data, granting you deeper level insights, and quicker decision-making abilities.

We are honored and grateful for the recognition received from the HFM, Private Equity Wire, and Chief Investment Officer finalist award nominations. To learn more about each of these award programs, please visit each of the links below, and don’t forget to vote (up until September 5^th) for Vidrio Financial in the Private Equity Wire awards. We appreciate the support.

HFM US SERVICE AWARDS – September 16, 2025, New York, NY.

CIO INDUSTRY INNOVATION AWARDS – October 16, 2025, New York, NY.

PRIVATE EQUITY WIRE US AWARDS – November 6, 2025, New York, NY.

Please be sure to reach out to our team to discuss the ways that Vidrio Financial could partner with your institutional investing teams to help improve your data, strategic reporting, liquidity gaps, and more. Simply fill out the form on the next page and someone from our team will reach out. If you wish to learn more about us before reaching out we recently launched an FAQ page to help answer preliminary questions on our approach to helping institutional investors today. Access the Vidrio Financial FAQ page here.