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Platform Release - October 2019

New Features, Enhancements, and Advanced Analytics

 New Features

  • Enhanced Near-Real-Time Data - This new enhancement to our data refresh frequency allows portfolio and fund metrics in certain views to rapidly adjust to changes in fund data throughout the day - updating performance and related allocation, attribution and statistics, to provide clients with refreshed information throughout the day.
  • Enhanced Cash Management - This new development adds a series of improvements to Vidrio’s portfolio cash management capabilities, most notably the incorporation of Line of Credit and Margin accounts, Swaps, and automatic account transfers; as well as a more detailed breakdown of cash balances for enhanced visibility and planning.
  • Enhanced Investor Portal - This enhancement provides clients with greater ability to customize information shared with investors and other stakeholders via Vidrio’s Investor Portal feature. The new enhancements
    will provide users greater ability to manage and grant access to different products for specific clients and groups, as well as control access to other information such as specified documents, all via a user-friendly drag-and-drop feature.
  • Universal Product Architecture - As we continue to strengthen the flexibility of the platform to manage analytics across asset types, this newly introduced universal product architecture now allows users to view all products (Portfolios, Funds, Indices etc) from one location, allowing for easier cross-comparison and analysis across product types.

Advanced Analytics

(Product Clustering, Product Similarity, Style/Strategy/Sub-Strategy Auto-Classification)

This development represents the first phase in Vidrio’s significant investment in advanced analytics including machine learning tools. The objectives of this strategic project are to provide users with advanced value-added analytics to improve investment monitoring and risk management tools. The new functionalities and metrics allow users to create clusters of similar products; compute multi-dimensional similarity measures; and through a machine learning based algorithm, automatically define, assign and monitor strategies, sub-strategies and styles of investment products. The immediate value of the first release of this project, includes better insights and perspective which can provide:

    • The ability to efficiently and accurately construct more diversified or concentrated portfolios.
    • The ability to accurately monitor and manage concentration risk and style drift.

For media inquiries, or to learn more about Vidrio's latest initiatives, please contact info@vidrio.com.

Vidrio in the News


U.S. pension funds at the forefront of real estate/infrastructure allocations in 2021

U.S. pension funds came in as the top allocators to real estate/infrastructure in 2021, according to the second edition of the AW Research Investor Compendium that was recently released by Alternatives Watch Research in association with Vidrio.

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Allocators added $130bn to private markets last year

Among the top 10 allocators to alternative investments annualized investment gains spanned 12% to 34%. The new investment commitments put to work, by the largest U.S. public pensions, averaged from $5 billion to $17 billion.

hedgeweek 427

World’s largest allocators added $130bn to private markets last year, says Vidrio research

Mandate activity among the largest institutional investors soared in 2021 across private equity, private credit, real estate and infrastructure, and hedge funds, according to research commissioned by Vidrio Financial, a provider of software and integrated data services solutions for institutional alternative allocators globally.

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This Private Equity Fund Was the Most Popular Among Pensions Last Year

New research shows the top pensions allocating capital to private markets — and their favorite funds of 2021.


The Surprising Reason ThatAllocators Are Embracing ESG

Boards and stakeholders — not the promise of stronger performance — are driving ESG investing, new data shows.


Vidrio Financial Launches Portfolio Capability Updates for Asset Allocators

These enhancements include more flexible portfolio and manager monitoring service bundles, a more intuitive interface, evolved multi-asset class integration of Vidrio’s hedge fund and private capital markets capabilities.


Transparency and Trust are a Must for Meaningful Institutional Investor Crypto Adoption

We are still a long way from seeing meaningful institutional investor uptake in crypto and crypto-related offering and something as simple as greater transparency will go a long way to providing the peace of mind institutions need.


Institutional Investors Stay Cautious on Crypto, as Hedge Funds Ride Bitcoin Volatility

As hedge funds continue to ride out cryptocurrencies’ volatility, new industry research suggests larger institutional investors remain reluctant to pile into digital assets in any meaningful sense, despite the strong returns generated by managers this year.


Vidrio: Investors anticipate ‘hybrid’ due diligence going forward

Investors are not likely to return to in-person due diligence meetings in the coming year, according to new findings of a survey conducted by fintech firm Vidrio Financial.


The “New Normal”: How Virtual Conferencing Has Optimized Investor Due Diligence During Covid-19

The “fluidity” of virtual conferencing has proved a “silver lining” during the pandemic, optimising allocator time during the investor due diligence process, according to new research by alternatives-focused software-as-a-service and data management company Vidrio Financial.


Investors Bullish on Commodity, Macro Opportunities in Current Market

Institutional investors may look to boost their hedge fund allocations this year in commodity funds and macro vehicles, the top selected strategies from a survey conducted by Vidrio.


Investors push into alts to battle inflation

A new survey of global allocators and LPs found that roughly 20% have yet to make adjustments to their alternatives exposure and are likely to do so as inflation is expected to inch higher.


Hedge Fund Assets Near USD4 Trillion as Fresh Inflation Fears Push Investors Towards Alternatives

Growing numbers of investors are turning to hedge funds to protect their portfolios in the face of inflationary fears, with total industry capital swelling to almost USD4 trillion and more allocators set to tilt towards alternative assets, new research shows.


This Tech-Focused Manager Is Pensions’ Favorite in Private Equity

When it came to private equity, pension funds invested the most money with Thoma Bravo in 2020, followed by CVC Capital, new data shows.


U.S. Pension Funds Led Capital Allocations to Alternatives in 2020

Some $103 billion in capital allocations across 600 investment mandates were made to alternativeslast year, according to a new study by alternatives technology provider Vidrio Financial.


Vidrio Financial Aims New Vidrio ‘One’ Platform at a Broader Range of Alternative Investment Allocators

Vidrio Financial, a provider of software and data services for institutional alternative allocators globally, has launched Vidrio ”One,” its first non-enterprise offering driven by increased demand from a broader range of institutional investors to allocate across the alternatives landscape.