Endowments and foundations are in a challenging market as inflationary forces, geopolitical battles, recession, and the ongoing pandemic impact their investment returns. These asset managers need to navigate portfolio holdings that are committed through multi-asset strategies composing private equity, venture capital, hedge funds, real estate, public equities, bonds, and more.
This is where Vidrio's single allocator platform approach shines for today's leading endowments and foundations.
Endowments and foundations have 100% of their multi-asset class portfolios on a single platform through Vidrio. Through customized portals, Vidrio clients can:
Keep portfolios reconciled and aligned, streamline your workflows, and minimize human error. Vidrio automates your processes in one centralized system and safeguards you against failed audits. Additional highlights include:
Vidrio provides endowments and foundations with a holistic risk approach to enable better-informed decisions. Vidrio combines position-based risk and statistical metrics with a broad range of other metrics, including operational, liquidity, exposure, and compliance considerations. Unlike narrow quantitative-only risk services, Vidrio offers full, interconnected visibility across quantitative and qualitative data. Other highlights include:
An endowment came to Vidrio at the beginning of 2022 asking to help with customizing portfolio data and dashboards that are specific to users, investment funds, and asset classes. Through Vidrio's research management systems, we were able to customize a view that streamlined workflows and maintained a central location of investment funds organized by parameters.
Vidrio's second endowment prospect wanted to access and manage portfolios in a central location for a larger universe of multi-asset class data. On top of that, their current use of MS Office integrations was in complete chaos. Vidrio helped to map exposures and characteristics to investments and underlying holdings while calculating multiple performance metrics for liquid and illiquid investments.
"Their all in one system and service addresses the full front and back offering in terms of what we do." — Vidrio client