Institutional investment portfolios have become increasingly complex. Endowments, pension funds, foundations, OCIOs and asset managers may hold hundreds or thousands of investments across public markets, private markets, funds, direct investments, real assets and credit.

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Yet the data behind those investments is often fragmented across custodians, fund administrators, asset managers, GP portals, PDFs, spreadsheets and legacy systems.

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Institutional investment data aggregation solves this problem by bringing investment data from multiple sources into a single, standardized view.

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For institutions looking to create a complete view of their portfolio, Institution by MYFO provides a modern, AI-native platform for aggregating, normalizing and reconciling investment data across asset classes.

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What is institutional investment data aggregation?

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Institutional investment data aggregation is the process of collecting investment information from multiple sources and bringing it into one centralized platform.

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Those sources can include:

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• Custodian accounts
• Investment managers
• Private equity and venture capital funds
• Fund administrators
• General partners
• Capital account statements
• Bank accounts
• Private credit investments
• Real estate investments
• Direct operating companies
• Public securities
• Spreadsheets and PDFs

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The goal isn't simply to collect the data.

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The goal is to create one reliable, standardized view of the entire investment portfolio.

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‍Why is institutional investment data so fragmented?

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Institutional investors rarely have a portfolio that exists entirely within one system.

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A pension fund, for example, might receive public-market data from custodians, private-market information from GPs and fund administrators, real estate information from property managers and direct investment information from operating companies.

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Each source can use different:

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• Data formats
• Security identifiers
• Valuation dates
• Currencies
• Entity structures
• Performance calculations
• Reporting conventions

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Investment teams are therefore often forced to reconcile information manually.

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This makes it difficult to answer basic questions quickly.

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What do we own? What is it worth? How is it performing? Where is the portfolio exposed? What is committed? How much is unfunded? What liquidity do we have?

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What should an institutional aggregation platform do?

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A modern institutional investment data platform should do more than connect accounts.

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It should:

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Aggregate

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Collect data from custodians, managers, administrators, funds and other investment sources.

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Normalize

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Standardize data across asset classes, managers, currencies, entities and reporting formats.

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Reconcile

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Identify discrepancies and maintain confidence in the numbers behind the portfolio.

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Consolidate

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Create a unified portfolio across asset classes, managers, entities and currencies.

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Analyze

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Enable investment teams to understand allocation, performance, exposure, commitments and liquidity.

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Why multi-asset aggregation matters

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Alternative investments have historically created significant data challenges because information often arrives through capital statements, PDFs and manager portals.

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But alternatives are only part of the problem.

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Institutional portfolios span a wide range of investments, and the data behind each one can come from different systems and sources.

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Public Markets | Private Markets | Funds | Direct Investments | Real Assets | Credit

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Aggregating only alternatives still leaves investment teams managing the rest of the portfolio elsewhere.

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The real objective should be whole-portfolio aggregation.

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What is Institutions by MYFO?

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Institutions by MYFO is an institutional investment data aggregation and intelligence platform designed to provide a single view across the entire portfolio.

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Institutions aggregates, normalizes and reconciles investment data across public markets, private markets, funds, direct investments, real assets and credit.

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It is designed for:

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• Pension funds
• Endowments
• Foundations
• OCIOs
• Asset managers
• Credit unions
• Other institutional investment organizations

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Instead of maintaining separate data workflows for different asset classes, investment teams can use MY Institution as a unified investment data layer.

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The future of institutional investment data

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The institutional investment portfolio is not becoming simpler.

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It is becoming more diversified, more global and increasingly private.

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The technology supporting that portfolio needs to evolve accordingly.

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It gives institutions one modern platform for the investment data behind their entire portfolio.

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The entire institutional portfolio. One view.

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Public Markets | Private Markets | Funds | Direct Investments | Real Assets | Credit

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To learn more, book a demo.

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