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December 16, 2020

The 2020 GIPS®: Driving business continuity and investor engagement

Q&A with two senior directors at CFA Institute on the revised 2020 GIPS standards

December 9, 2020

Assessing opportunities in Healthcare: Q&A with Dr Bianca Ogden

2020 has proven to be a volatile year for investment managers due to COVID-19. The emergence of new biotech and healthcare companies have tested sector specialist strategies even more than before. On the 21st of October 2020, we had the privilege of hosting Dr Bianca Ogden, Virologist Portfolio Manager at Platinum Asset Management to share their approach to…

December 7, 2020

Watch the Hedge Interview - Automating Data Management for Investors

In this episode of the Investor Views series, Ryan Kalish and Jennifer Bruno discuss how institutional investors are becoming more data-driven, how Allocator’s product developments are a direct result of client requests for data technology solutions and Allocator’s new alliance with Morningstar. We also talked about the importance of communication and how…

December 7, 2020

How to find quality companies to invest in Healthcare and Biotech?

2020 has proven to be a volatile year for investment managers due to COVID-19. The emergence of new biotech and healthcare companies have tested their strategies even more than before. Lockdowns have adversely impacted global markets, and as a result, Allocators have had to weather the storm of turbulent times. Managers have adapted their strategies in…

December 7, 2020

Three potential pitfalls of not adopting the 2020 GIPS® standards

In our last blog, Olivier Lebleu, Senior Director of Institutional Relations, EMEA and Iain McAra, Director, Global Investment Performance Standards, EMEA at CFA Institute discussed the benefits of the updated 2020 GIPS® standards for alternatives managers and capital allocators. In this blog, they focus on the potential pitfalls of not adopting the…

December 7, 2020

The 2020 GIPS®: Expanding Adoption for Managers & Allocators

Alternatives managers haven’t always been open to embracing the GIPS® standards, but that could be set to change with the  2020 update. For the first part of a two-part blog, we spoke to Iain McAra, Director, Global Investment Performance Standards, EMEA and Olivier Lebleu, CFA, Senior Director of Institutional Relations, EMEA from CFA Institute, to…

June 24, 2020

Allocator Secures Significant Investment from Morningstar, Inc.

We are proud to announce that Allocator has secured a significant amount of growth capital from the leading provider of independent investment research, Morningstar, Inc. (NASDAQ: MORN), in exchange for a minority stake in our company.

June 9, 2020

Allocator CEO Ryan Kalish appears on CNBC Street Signs

Allocator Founder & CEO Ryan Kalish speaks about the Investors Choice Awards 2020 and trends in the hedge fund industry.
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