Solution introduction
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision making
Cloud-Based Investment Library
- Get access to over 100,000 public funds, ETFs, equities and indices.
- Upload any return stream from Excel, PDF or CSV for immediate analysis by all members of your investment team.
- Venn supports integrations with a number of leading custodians and service providers for automated updates to returns and portfolio holdings.
Performance Forecasting
- Venn converts your capital markets assumptions into forecasted, returns for investments or portfolios.
- Use statistical analysis to estimate potential outperformance or underperformance of assets relative to benchmarks.
- Leverage Venncast functionality to get up-to-date performance estimates for investments or portfolios in the absence of recent marks.
Scenario Analysis
- Shock various global indices across a diverse set of asset classes to see the estimated impact to your investments or portfolio.
- Gain insight into how assets might perform under historical drawdowns.
- Examine performance, correlations, and factor exposures in absolute terms or relative to a benchmark.
- Rebalance capital among existing line items or add/remove investments to see the estimated historical and forecasted impact to your portfolio.
Factor Analysis
- Our Two Sigma Factor Lens™ offers a unique multi-asset class look at how exposures to global risk factors may affect investment performance and volatility, helping you to stay aligned with your strategic objectives.
- Look back at factor exposures over time can help to understand style drift, sources of outperformance, and to help assess Beta vs. Alpha when evaluating a manager’s effectiveness.
- Track ongoing performance of factors across asset classes to keep up with changing markets.
Attribution Analysis
- Use Venn's pro-forma portfolio analysis to help you uncover which investments are driving risk and return across your portfolio.
- Break down the risk factor exposures for your investments.
Illiquid Assets
- Venn converts returns, including quarterly NAVs, to daily return streams to provide you with more granular insight into how market volatility impacts illiquid investments.
Learn Two Sigma's factor approach in 2.5 minutes
Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
What is Venn?
Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
01/05/2022
Customers
Venn is designed for professional investors managing multi-asset class portfolios (i.e., asset owners, asset managers, and advisors).
Venn clients include pension funds, endowments, foundations, family offices, RIAs, wealth managers, fund of funds, and asset managers offering multi-asset solutions. Venn has hundreds of clients of all sizes, collectively overseeing more than $10 trillion in assets.
Partners
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Asia
- North America
- Oceania
- Western Europe
- View Others View Less
Venn by Two Sigma
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