Manager Tracking & Due Diligence Software
Dynamo’s 20+ year focus on the alternative investment industry, use by fund managers and allocators alike, put us in a unique position to provide a ready-made system for tracking fund managers and their related service providers.
Download the University of Oregon Case Study
Managing multi-asset class portfolios that include alternative investments and privately structured funds requires more than just a data warehouse. Dynamo’s specialized investment management CRM and due diligence platform reduces the time needed to collect data and gives you the tools to better understand it.
Capturing and reporting on the complex web of information surrounding fund management firms and their investment products pre- and post-investment is a Dynamo specialty. Some of the largest asset allocators around the world use Dynamo to drive their fund manager research, operational due diligence, and portfolio monitoring.
Investment analysts use the CRM and RMS functionalities built into Dynamo to capture documents, data, and fund manager conversations to better understand anything they feel drives performance and mitigates risks, including: past and current investment performance, exposures, attribution, strategy shifts, investment idea generation, team dynamics, and more.
Dynamo also offers integration with several leading third-party fund manager data providers through our Data Integration Framework (DIF) and Open API. By syncing your Dynamo instance with your preferred fund manager research databases, you can automatically pull and tag data to the appropriate fund managers within one system.
To learn how the University of Oregon Foundation uses Dynamo for fund manager due diligence, download the University of Oregon case study.