This blog is the first in a series exploring topics from investments and strategy to decision support and data management. “57% of Allocators to Hedge Funds are planning to invest in data management in the next 12 months” 2021 Global Investment Survey on Emerging Technologies, Allocator. Global financial markets have arrived at a watershed moment, with high…

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…

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…

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…

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…

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…

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…

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…

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…