Multi-Asset Class Portfolio Management & Analysis
Dynamo™ is unparalleled in its ability to track detailed portfolio data across all asset classes, from top-level investing entities, such as accounts and pools, all the way to underlying assets like deals, real assets and securities. Developed with an open architecture, Dynamo’s™ portfolio management capabilities instill confidence in effectively managing your investments.
Dynamo’s™ open architecture provides fluid integration with the industry’s most respected third-party data providers, including Bloomberg, Preqin, PitchBook, HFR, and BarclayHedge. These automated data capture tools enable firms to easily consolidate their portfolio analysis within a single centralized system. Asset class performance data can be compared against benchmarks and can also be leveraged to determine time weighted returns, and to calculate internal rates of return based on the time series of cash flows and valuations. All of the analysis provided by these integrations can then be bundled into granular reporting generated by Dynamo™.
Dynamo™ enables allocators to identify a portfolio’s overall exposure across geographies, sectors, asset classes, securities, and any other desired, tracked characteristic. Monitoring a diverse set of categorized exposures within a centralized system, at multiple granular levels, enables portfolio managers to quickly identify potential areas of risk, and optimize decision-making for allocations.