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. 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…

March 13, 2018

Allocator co-founder Ryan Kalish appearance on CNBC Squawk Box

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

December 8, 2017

Allocator co-founder Ryan Kalish appearance on CNBC Squawk Box

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.

June 14, 2017

Ledgex Systems Partners with Allocator

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…
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