Your internal investment program could be bringing unnecessary risk to your organization without realizing the potential consequences of managing data by spreadsheets. We can help your investment resources be more efficient, cost-effective, and transparent. All with a single digital tool, trusted by both institutional investors and managers that can help reduce errors.

Enrich your data

Unlock your true potential, starting with data. The SEI Novus platform seamlessly integrates with your custodian banks, fund administrators, or portfolio management systems.

We ingest, inspect, cleanse, amend, and harmonize your data at any frequency, whether daily or monthly.

We then enrich your data with relevant market or alternative data-sets, supplemented by tags you define to view the world as you see it.

Extract investment insight

Identify trends and dive deeper with analytics. Slice and dice your portfolio up and down the ladder, and back and forth across time.

Aggregate and analyze your portfolio along dimensions of attribution, risk, and exposure.

Simulate scenarios and test portfolio ideas, then analyze them as you would your actual portfolio.

Engage stakeholders

Collaborate across teams and share your results. Leverage customizable grids and charts to fully control how you present your data.

Share your work and collaborate on any number of reports with your team.

Build branded reports to communicate with stakeholders and tell your story.

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Photo: Patrick Carlevato blogs for the Investment Office Roundup

Patrick Carlevato, CFA

Patrick Carlevato

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Andrea Gentilini

Andrea Gentilini

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Charles Russo

Charles Russo

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Investment Office Checkup

Are you bringing unnecessary risk and inefficiency to your internal investment program?

Check out these 10 questions to see how your organization stacks up. 

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