In addition to our bespoke solutions, we provide a suite of proprietary tools for clients to effectively manage their alternative asset allocations.
DISCOVERY©, our groundbreaking digital platform provides on-demand access to a curated selection of best-in-class alternative asset managers and private equity funds.
+ Access to hundreds of managers that have passed AR’s intense quantitative and qualitative scrutiny, including our proprietary IDD and ODD research process.
+ Manager’s investability is vetted across a number of performance and risk metrics, grounded in multiple calls and onsite meetings with key investment staff.
+ Filter by manager pedigree and investment process: Investment strategy, AUM, Performance, Risk characteristics, Fund Structure & Terms, Third party & Regulatory framework, and more.
+ Deeper access to third party legal and background checks, service provider verifications and thorough financial statement analysis.
+ Request proprietary research on your targeted fund(s).
MOSAIC©, our turn-key, execution-oriented FinTech management package streamlines execution and management of multi-currency assets including cash (including FX), equities, bonds, and alternative assets – replacing a multitude of relationships.
MOSAIC© captures security data and risk analytics that inform investment decisions, enables order management and trade execution (including settlement of transactions), and provides accounting and performance systems for reporting and record keeping purposes.
+ Digital portal with modular financial apps
+ Create tailored portfolios with Managed Assets Platform (MAP)
+ Data views, Query Builder, Model Management
+ Rebalance Management
+ Post-Trade Allocation Management
+ Target vs. Allocation Drift Analysis
+ Report Bundler
+ Custody, execution, clearing and family office services
Analytical Research AG is a European representative for MOSAIC©.