March 12, 2021

Allocator announces new partnership & collaboration with SharingAlpha

Our new partnership with SharingAlpha compliments our focus on building a collaborative network between capital allocators and hedge fund managers. We are excited to announce our partnership with SharingAlpha. We will be working closely with Oren Kaplan, the CEO and co-founder, and the team at SharingAlpha to integrate their fund ratings data into the…

February 26, 2021

CNBC Interview with the CEO and Founder at Allocator

Watch the exclusive CNBC interview about the 2020 Hedge Fund Performance and 2021 Top Performing Funds Since 2018, the Investors Choice Awards have gone digital. Competition is fierce, with more funds than ever before being considered in each peer group. More institutional investors are participating in the judging process than ever before, and all funds…

February 23, 2021

Free Nilsson Hedge database is now available on the Allocator platform

Allocator users can now access the free Nilsson Hedge CTA and Hedge Fund database in our cloud software, APIs and Excel Add In. Nilsson Hedge is operated by Linus Nilsson, an experienced allocator that has spent close to twenty years investing in Hedge Funds (both privately and for institutions) and managing systematic strategies himself. The database is…

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 “In a world where investors' manager lists are getting shorter not longer, it might be difficult not to consider adopting GIPS if a lot of your competitors are.” Olivier Lebleu, Senior Manager, CFA Institute Effective January 1st 2020, CFA Institute implemented the third…

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. As part of the transaction, Brett Kaluza, Vice President of Customer Success at PitchBook has been appointed to…

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. To watch the video click here.

January 30, 2020

Allocator invited to represent UK Government Fintech Trade Mission to Switzerland

Her Majesty’s Government invited Ryan Kalish, Founder of Allocator, to make a presentation at the fifth UK FinTech Mission to Switzerland. Representatives from various Swiss financial institutions were in attendance. George Quinn, Group CFO of Zurich Insurance Company and Jane Owen, British Ambassador to Switzerland & Liechtenstein, participated in the…

November 11, 2019

Allocator joins the UK Fintech Delegation to SFF x SWITCH

Allocator will join the 10 other UK Fintech companies to the Singapore Fintech Festival, 11 – 15 November. We are proud to have been selected by the Department for International Trade and the British Chamber of Commerce. David Tawil and Guillaume Rouault will be present at the UK Pavilion (Stand 4M11) to meet other Fintech leaders, exchange ideas, build…

September 18, 2018

Allocator launches Private Equity Module

Allocator is now the single solution where you can track all your fund investments, risk exposures and performances contributions across asset classes. The new private equity module includes: NAV interpolation Distribution and Contribution tracking Period, Project and Normalized IRR, TVPI, DPI and RVPI Interactive charting including J Curves … and more!

May 10, 2018

Preqin data now available on Allocator platform

The integration of Preqin data within the Allocator platform will allow our clients the ability to combine an external database with the private data that their invested funds pipe into Allocator. Allocator’s integration of Preqin data will give subscribers an additional 16,000 funds to screen with the new Allocator Research tool where they can create…
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