Most Funds of Funds have portfolio data in disparate locations and need a single source of truth to get on-demand answers to performance questions. infoFluency provides investors with easily accessible knowledge. We have 15 years of experience in fund of funds portfolio look-through reporting and analytics and we understand the structure and complexities of multi-tiered portfolios.
infoFluency’s Portfolio Intelligence process enables Fund of Funds managers to track and analyze multi-level portfolio data with look through to underlying investment activity. Clients can see on-demand dashboards with insights at every level of the portfolio hierarchy as well as across the portfolio by various exposure attributes such as geography, industry, and stage of investment.
Experience ease of access to information on the underlying investments in a fund of funds portfolio, down to the investment round.
Find answers to the unique questions managers ask of their portfolio data.
Track prospective deals and decision-making criteria in one easily accessible place.
Analytics are tailored to the multi-level portfolio.
Quarterly data is collected from investment financial statements and transformed into usable, visual dashboards.
Clients slice and dice data to answer unique questions and access metrics that matter most.