Why portfolio monitoring goes wrong

There is a perception that implementing portfolio monitoring solutions is ‘easy’. Whilst in practice it should be, the reality is often different. Having worked on countless software implementations for clients across the private capital markets, we know that so many previous implementations have simply failed to generate meaningful value for investment teams. Jess Shepherd explores some of […]

Automation of KPI collection for Portfolio Monitoring

At it|venture, we love to solve problems. We recently worked with a Global Asset Management group who invest in primaries, secondaries, direct investments and private credit, to automate their data uploads into iLEVEL. To see how we did it, what was involved and the business outcome for the client, click here.

Embedding trust and governance in portfolio monitoring data collection

In our global practice we recently worked with one of Africa’s leading investment institutions who have over £3 billion of assets under management. They asked us to help design a solution for tracking what data had been successfully loaded into their portfolio monitoring environment for their monthly reporting schedule. You can find out more about […]