.svg)
Institutional investors often have multiple systems, managers, custodians and data sources.
The result is a simple problem:
How do you see the entire portfolio in one place?
The answer is to create a centralized investment data layer that aggregates, normalizes and reconciles information across the portfolio.
Institutions by MYFO provides that layer.
Why can't institutions see everything in one place?
Investment data is typically distributed across:
- Custodians
- Investment managers
- Fund administrators
- Private-market managers
- GP portals
- Spreadsheets
- PDFs
- Internal databases
Each source contains part of the portfolio.
The challenge is connecting those pieces.
What does a single portfolio view actually mean?
A true portfolio view shouldn't stop at public securities.
It should include:
Public Markets: Equities, fixed income and other traded securities.
Private Markets: Private equity, venture capital and private credit.
Funds: Fund and fund-of-fund investments.
Direct Investments: Operating companies and other directly held investments.
Real Assets: Real estate, infrastructure and other real assets.
Credit: Public and private credit exposures.
How do you create it?
1. Aggregate
Connect investment data from every relevant source.
2. Normalize
Standardize the data so investments can be compared consistently.
3. Reconcile
Validate the information and identify discrepancies.
4. Consolidate
Combine everything into one portfolio.
5. Analyze
Use the consolidated dataset to understand the investment program.
Why Institutions?
Institutions by MYFO was built to solve exactly this problem.
Rather than creating separate views for public markets and alternatives, MY Institution brings investment data together across the entire portfolio.
The result is a single source of truth for institutional investment data.
Your entire institutional portfolio. One view.
If you want to see how MyFO works in practice, book a call.
.png)
.png)