Pension Funds

A global pension fund, managing over 4.7 million plan participants wanted to solve for increased portfolio transparency, risk data, and exposure. Their current CRM and liquidity management system were antiquated and unorganized, especially when it came to surfacing quantitative and qualitative hedge fund data. They had also experienced issues trialing other service providers and knew that onboarding times wouldn't be guaranteed. Vidrio ran through a plan of attack and integrated their turnkey solution in record time.

A large American pension plan sought out Vidrio as analysts were spending a lot of time inputting and verifying spreadsheet data, (NAVs, fees, standard deviations, largest drawdowns, and more) on an outdated platform. As a result, research and due diligence fell to the bottom of the list. Their private capital portfolio was in chaos, relying on different systems for cash flow forecasting and more. In the end, they needed a system that could handle trading in all asset classes. Vidrio conducted an assessment and streamlined their business.

A Canadian pension plan dealing in private markets and liquid alternatives had grown and required a more efficient view of its portfolio. Currently, they leveraged multiple vendors for different areas of expertise. This led to a platform that spread out their quantitative and qualitative data points, risk, and other documents, leading to higher costs and declining collaboration. Data collection was also a nightmare and suffered from various delays. Vidrio came in and worked with their investment team to craft a truly consolidated platform, reducing costs, improving transparency, reporting, and investment controls. With Vidrio at their side, they avoided an alternative of building out a custom allocation platform.