Multi-asset portfolios give institutional investors access to a broad range of opportunities — but they also create significant operational complexity.

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Managing public securities alongside private equity, venture capital, credit, real estate, infrastructure, funds and direct investments requires investment data from many different sources.

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Multi-asset portfolio management depends on having a consolidated view of that data.

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Institution by MYFO provides the technology layer to aggregate, normalize and reconcile investment data across the entire institutional portfolio.

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What is multi-asset portfolio management?

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Multi-asset portfolio management is the process of managing investments across multiple asset classes within a single investment program.

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Institutional portfolios commonly include:

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• Public equities
• Fixed income
• Private equity
• Venture capital
• Private credit
• Real estate
• Infrastructure
• Hedge funds
• Funds
• Direct investments
• Cash and other assets

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The challenge is understanding these investments collectively rather than individually.

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Why is multi-asset management difficult?

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Every asset class behaves differently.

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Public markets may provide daily market values and standardized security data.

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Private investments may provide quarterly valuations and detailed capital account information.

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Real estate may require property-level information.

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Direct investments may involve financial statements and operating-company data.

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The investment team needs all of this information to work together.

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What does effective multi-asset management require?

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A modern multi-asset investment operation needs:

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Data aggregation

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Bring information together.

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Data normalization

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Make information consistent.

Data reconciliation
Validate information against source records.

Portfolio consolidation
Create a complete portfolio view.

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Portfolio intelligence
Analyze the resulting dataset.

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The importance of one portfolio view

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According to SimCorp's 2025 Global InvestOps Report, 60% of buy-side respondents identified the inability to manage multi-asset portfolios in one view as a primary front-office challenge.

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The problem is therefore not simply having data.

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It's being able to see the portfolio as a portfolio.

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Institution for multi-asset portfolios

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Institutions by MYFO is designed to give institutional investment teams one view across:

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

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It provides a centralized investment data layer without requiring institutions to manage each asset class through an isolated workflow.

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The goal is simple:

Your entire institutional portfolio. One view.

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

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