Institutional portfolio management software helps investment teams manage, consolidate, analyze and report on complex investment portfolios.

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But not every platform provides the same capabilities.

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For institutions managing portfolios across both public and private markets, the most important question is:

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Can the platform provide a complete view across every asset class?

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What should institutional portfolio management software include?

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Modern institutional portfolio software should provide capabilities across five core areas:

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Investment data aggregation

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Bring data together from custodians, managers, fund administrators and other sources.

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Data normalization

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Standardize information across managers, investments, asset classes and currencies.

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Reconciliation

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Identify inconsistencies between portfolio data and source information.

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Portfolio reporting

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Create consolidated reporting across the entire investment program.

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Portfolio analytics

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Understand allocation, performance, exposure, commitments and liquidity.

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Why traditional portfolio systems can fall short

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Many institutional portfolios have evolved faster than their technology infrastructure.

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Investment teams may have one system for public securities, another for private investments and spreadsheets for everything in between.

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This creates duplicate workflows and fragmented information.

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What should institutions look for?

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When evaluating institutional portfolio management software, ask:

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1. Does it support public and private markets?
2. Can it aggregate alternative investment data?
3. Can it handle direct investments?
4. Can it consolidate multiple entities?
5. Can it normalize data across managers?
6. Can it reconcile investment data?
7. Can it support multiple currencies?
8. Can it provide a portfolio-wide view?
9. Can it integrate with existing systems?
10. Can it scale as the portfolio grows?

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Institutions by MYFO

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Institutions is institutional portfolio management infrastructure designed around a unified investment data layer.

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It aggregates, normalizes and reconciles data across:

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

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Instead of asking investment teams to manage each asset class separately, Institutions by MYFO provides one consolidated view.

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The entire institutional portfolio. One view.

To learn more about how Institutions by MYFO can help, book a demo.