Allocator

Allocator is an intelligence platform designed for institutional investors in funds. According to the vendor, it offers a comprehensive solution for data gathering, standardization, and analysis, allowing investors to track and monitor their investments at a fund or portfolio level. Allocator caters to a wide range of institutional investors, including sovereign wealth funds, insurance companies, foundations, endowments, pension funds, consultants, funds of funds, private banks, and family offices. Various professionals in investment management, compliance, portfolio analysis, fund administration, and investment consulting across different industries utilize the platform.

Key Features

• Data gathering automation: According to the vendor, Allocator enables funds to regularly provide data and documents to clients through the platform, reducing the need for manual data entry and minimizing the risk of errors.

• Standardization and aggregation: Allocator converts data from different sources into a unified format, enabling investors to analyze their investments at a fund or portfolio level and gain a comprehensive understanding of their holdings.

• Centralized document repository: Allocator provides a secure and organized repository for all fund documents, ensuring up-to-date and easily accessible information, eliminating the need for scattered spreadsheets.

• Global coverage for institutional investors: According to the vendor, Allocator caters to a wide range of institutional investors globally, serving as a comprehensive solution with broad coverage and support.

• Time series tracking: The platform creates time series for each data point, allowing investors to track changes over time and analyze performance trends.

• Streamlined data entry: Allocator aims to automate the data gathering process, reducing the reliance on manual data entry and minimizing the risk of errors.

• Simplified analysis: Allocator facilitates data standardization and aggregation, simplifying the analysis process for investors.

• Anytime, anywhere access: According to the vendor, investors can access their information through the Allocator platform at any time and from anywhere, eliminating the need for physical documents or spreadsheets.

• Portfolio diversification analysis: Allocator helps investors analyze the diversification of their portfolio, providing insights into the level of risk exposure.

• Fund performance evaluation: According to the vendor, Allocator provides tools and insights for investors to evaluate fund performance and assess the value added by general partners (GPs).