Dynamo Portfolio Management

Dynamo Portfolio Management is a portfolio management software offered by Dynamo Software, Inc. According to the vendor, it aims to provide institutional investors with the necessary data and insights to make informed investment decisions. The software allows users to centralize and report on investment performance at various levels, visualize performance against historical data and benchmarks, and integrate performance reporting with ongoing due diligence efforts.

Key Features

Multi-Asset Class Reporting: According to the vendor, Dynamo Portfolio Management enables the consolidation of cross-portfolio performance data for simplified reporting and analysis. Users can generate comprehensive reports that provide insights into the performance of different asset classes within the portfolio.

Performance Analytics & Benchmarks: The vendor claims that the software allows users to generate look-through returns, composite analyses, and blended benchmarks using TWRR (Time-Weighted Rate of Return) and IRR (Internal Rate of Return) methodologies. Users can also analyze and compare portfolio performance against industry benchmarks to evaluate investment strategies.

Private Investment Analytics: Dynamo Portfolio Management reportedly offers tools to visualize commitments, J-curves, IRR and PME (Public Market Equivalent) calculations, performance, cash flows, and fund analytics. According to the vendor, this feature provides insights into the performance and potential risks associated with private investments.

Private Markets Analytics: The vendor states that users can calculate risk metrics, liquidity, exposure, correlation, and benchmark comparisons for private markets. This functionality allows users to evaluate portfolio exposure and make informed decisions based on comprehensive analytics.

Cashflow Forecasting: According to the vendor, Dynamo Portfolio Management enables users to calculate cash flow projections, actuals, and allocation targets using the Yale Endowment Model. Users can plan and manage cash flows effectively by forecasting future cash inflows and outflows.

Exposure Analysis: The vendor claims that users can analyze exposure at investor, portfolio, manager, fund, and holding levels, including comparisons and look-throughs. This feature aims to provide users with a comprehensive understanding of the portfolio's exposure to different investments and assess risk levels.

Liquidity: According to the vendor, the software allows users to distill current and future liquidity terms, including liquidation, notice dates, and redemption amounts. Users can monitor and manage liquidity requirements to ensure sufficient funds are available for investment activities.

What-If Modeling: Dynamo Portfolio Management reportedly enables users to simulate hypothetical NAV (Net Asset Value)-weighted exposures and cash positions for current and prospective investments. This feature allows users to evaluate the potential impact of different scenarios on portfolio performance and make informed investment decisions.

Configurable Reports: Users can choose from a library of pre-configured reports or create custom reports and visualizations, according to the vendor. This feature aims to allow users to tailor reports to meet specific reporting requirements and present data in a format that suits their needs.

Unified Platform: The vendor states that Dynamo Portfolio Management can integrate with Dynamo Research Management System (RMS), Dynamo Data Automation (DDA), and Dynamo Data Services for a complete portfolio picture. This integration allows users to access all relevant data and tools within a single platform, streamlining portfolio management processes.