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…

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…

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.

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…

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…

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!

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…

Allocator co-founder Ryan Kalish speaks about the Investors Choice Awards and trends in the hedge fund industry. To watch the video click here.

Snippet of a wider discussion about the hedge fund industry along with Lars Kalbreier, CIO at Vontobel and Francesco Curto, Managing Director at Deutsche Bank. To watch the video click here.

Ledgex Systems, a provider of portfolio and research management solutions for the alternative and institutional investment industries, is partnering with Allocator to provide clients streamlined and standardised access to fund information. With Allocator, data is gathered from more than 3,700 funds and standardised so investors have a defined process to…