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Q3 2020 in Review

Over the last quarter, the Vidrio team has remained hard at work on this year's key initiatives, including important progress on the next generation of Vidrio. This quarter's newsletter summarizes the innovations delivered in Q3 and our top priorities through the end of the year, including broader multi-asset class capabilities, multiple analytical enhancements and an all new user interface.

In This Issue

  • Strategic Initiative - Multi-Asset Class Allocation: Private Assets

  • Helpful Hints - Product Q&A

  • A Sneak Peek at the Next Generation of Vidrio

  • Thought Leadership Round-Up: Most-Read Q3 Blogs from the Vidrio Team


Strategic Initiative - Multi-Asset Class Allocation

Private Assets: Private Equity, Private Credit and Real Estate

Vidrio continues to enhance our platform and services to support the unique, evolving nuances across private asset class allocations. We are releasing a number of new related cash flow features and statistics enhancements, and have completed integration of the Eurekahedge Hedge Fund & Private Equity Fund Databases into the Vidrio platform.

Please contact info@vidrio.com for more information.

FAQs and Helpful Hints

Get the most out of your Vidrio platform with these FAQs from the Vidrio user community. 

Q: Are there reporting tools within Vidrio for my investors and other stakeholders?

A: Yes. As demands for increased reporting continue, Vidrio has developed powerful tools to support information collaboration to other stakeholders.

Investor Portal-1

As shown above, the Vidrio “Investor Portal” enables our clients to provide customized and secure web-based access to internal and external stakeholders:

  • Flexibility: Highly configurable user-defined universe.
  • Maximum control: Directly configure access for each stakeholder ensuring they see only the data and documents you intend them to see.

Q: Can I conduct “What If” portfolio simulations with Vidrio?

A: Yes. As shown below, with the Model Portfolio sandbox environment you can:

  • Create and run ongoing model portfolios.
  • Drag/drop different funds into your simulation and let it run as a continuously updating model portfolio.
  • Share specific simulations with your internal and external stakeholders.

Portfolio Modeling

Q: Can I track historical fund term changes?

A: Yes. The enhanced list, "Fund Terms History" provides a complete record of changes to fund terms.

Fund Terms History-1
The above Fund Terms History feature enables users to maintain detailed records for audit purposes and further mitigate operational risk around trading and portfolio liquidity.

Sneak Peek! 

Introducing the Next Generation of Vidrio

The Vidrio team has been hard at work on the next generation of the Vidrio platform, and we are excited to share this early release view of the all-new user interface. The new, more intuitive UI brings you an enhanced user experience and will further complement our evolving multi-asset class capabilities, advanced analytics, and ongoing technology innovations.

Some of the key highlights of the new platform include:
  • Browser agnostic, cross-platform compatibility.
  • Improved visualization, hidden tool bars and drill downs.
  • Enhanced charting.

Shown below are a couple of examples of our new Portfolio Management and Risk/Exposure views.

V7 Screenshot 3-Portfolio Management_Oct 2020

V7 Screenshot Portfolio Risk and Exposure

Development on the new UI continues and internal testing is underway. Contact info@vidrio.com to request a 1:1 briefing on this and all of our exciting innovations on the horizon.

Vidrio Insights: Our Latest Blog Content

Vidrio's team of experts remain on top of the latest market developments and industry trends in order to deliver thoughtful insights and best practice recommendations week over week via the Vidrio Blog. Following is a summary of our most read Q3 blog content.WhyUsWeSolveProblems

DIY Allocation
By Brian Robinson, September 1, 2020

Newsletter Sidebar ServiceReady for the New Normal?
By Federico De Giorgis, July 28, 2020

4Business as Usual?
By Antonio Simonini, July 24, 2020


Erika joined Vidrio in July 2020 to lead marketing and communications, including our thought leadership and client engagement programs.

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.

Opalesque 427

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.

Institutional Investor 426

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.