Institutional investors manage some of the most complex portfolios in the world. They may invest across public equities, fixed income, private equity, venture capital, private credit, real estate, infrastructure, hedge funds, funds and direct investments.

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The challenge is that investment data rarely exists in one place.

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Investment data aggregation brings information from across the portfolio together so investment teams can manage their investments from a single source of truth.

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For institutions looking to modernize this process, Institutions by MYFO provides a unified platform for aggregating, normalizing and reconciling investment data across asset classes.

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What is investment data aggregation?

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Investment data aggregation is the process of collecting data from multiple investment sources and consolidating it into a standardized portfolio view.

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For an institutional investor, that can mean combining:

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• Custodian data
• Manager data
• Fund statements
• Capital calls and distributions
• Private-market valuations
• Public securities
• Direct investments
• Real estate
• Credit
• Cash
• Other portfolio assets

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Instead of investment teams working from multiple disconnected sources, aggregation creates a common dataset.

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Why do institutional investors need investment data aggregation?

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The biggest problem isn't a lack of investment data.

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It is too much fragmented data.

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Different managers provide information differently. Private investments may report quarterly while public securities update daily. Some information arrives through APIs while other information arrives in PDFs or spreadsheets.

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Without aggregation, investment teams spend significant time collecting, cleaning and reconciling information before they can actually analyze it.

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What are the benefits?

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A single portfolio view

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See public and private investments together rather than maintaining separate views by asset class.

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Better data quality

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Normalize and reconcile information from multiple sources.

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Less manual work

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Reduce the need to collect and manipulate spreadsheets and statements manually.

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Faster reporting

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Create portfolio-level reports without rebuilding the dataset every reporting period.

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Better investment decisions

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Give investment teams timely access to consistent portfolio information.

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Why alternatives aggregation isn't enough

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Alternative investment aggregation has become an important category because private-market data is particularly difficult to collect.

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But institutional portfolios don't consist exclusively of alternatives.

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A complete portfolio view needs to include:

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

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That is the difference between alternative investment aggregation and whole-portfolio investment aggregation.

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Institutions by MYFO

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Institutions was built around the idea that institutional investors should not need separate systems for every part of their portfolio.

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The platform aggregates, normalizes and reconciles investment data across the entire investment program.

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Institutions provides the investment data layer connecting the portfolio together.

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The result?

One source of truth.One portfolio view. Every asset class.

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To learn more, book a demo.