The innovation partner of choice for the world’s leading investment offices
Allocator was born out of experience and frustration. Formerly fund allocators, we recognized the importance of having comprehensive data that is standardized and up to date. Doing this seamlessly and efficiently had been a persistent and expensive issue, one that we set about solving by developing the platform in 2012. We are passionate about technology and harnessing it to enable investors to spend fewer resources managing data and have more time to use it.
In May 2020 Morningstar, Inc. acquired a non-controlling minority stake in our company.
Our Mission
Allocator is a data technology company, providing integrated data and software solutions to the alternative investments industry.
Our underlying mission:
We champion the pursuit of clarity, opportunity and efficiency for capital allocators
Our Vision
Personal experience told us there had to be a better way. Our team has deep investment experience, technical skills & operational know-how.
Our daily focus is:
To be the innovation partner of choice for the world’s leading investment offices
Our Values
Customer-Centric
We put the customer at the heart of everything we do
Innovative
Each day we strive to be innovative in every aspect of the business
Collaborative
We collaborate both internally and externally to deliver value for our customer and employees
Diligent
Accuracy and diligence is practised in every aspect of our work
Agile
We are agile and adapt to changing conditions quickly, and with ease
Authentic
We are authentic in every interaction
Company History
Company Incorporation
Allocator (then called HedgePo) is founded.
Dec-2012
Allocator Research Platform Launched
Investors are able to connect with previously unknown fund managers to request additional information and diligence meetings.
Jan-2013
Allocator Lens Platform Launched
The first version of the Allocator's post investment portfolio monitoring offering goes live. Product is seeded by a Far East Sovereign Wealth Fund and Middle East Family Office.
Jan-2015
HedgePo rebrands as Allocator
HedgePo rebrands as Allocator. The announcement is made at The Global CIO Summit in St Andrews, Scotland.
Oct-2015
Research Platform grows to over 1000 funds
1000 funds reporting data and documents to over 700+ institutional investors and family offices members through the platform.
Feb-2016
Private Equity launch
Allocator launches initial capabilities for investors in capital drawdown funds.
Sep-2018
Allocator Excel Add-In Launched
Users are able to pull data tables and individual values in their own Excel workbooks. Initial customers automate customised fund fact sheets and risk reports.
Sep-2019
Morningstar Inc. becomes an Investor
Morningstar, Inc. acquires a non-controlling minority stake in Allocator and invests significant capital towards growth initiatives.
May-2020
Allocator Hive Platform Launched
Allocator launches Hive, a virtual data room platform enabling fund managers to share data and documents with investors.
Aug-2020
Time to See it in action
A single source of truth for your investment data in public and private funds.
