Asset Managers

Asset managers use Venn to construct and optimize multi-asset portfolios, analyze investments, and manage risk.

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Portfolio Analytics Platform

Venn Use Cases

Venn enables asset managers to access public and private market data in a single platform, providing insights across the total portfolio. Our intuitive interface makes it easier to build reports, construct model portfolios, and manage risk.

Multi-Asset Portfolio Construction

Risk and Return Attribution

Factor Decomposition

Stress Testing and Scenario Analysis

Private Asset Modeling

How Asset Managers Use Venn

Portfolio Construction

Add or remove investments on the fly to compare allocations and manage portfolio risk.

Research and Due Diligence

Decompose investment risk and return and unearth critical insights to align portfolios with performance goals.

Internal and External Reporting

Streamline stakeholder reporting and quickly create polished reports and presentations.

* The Venn subscriber featured here was not compensated for their statements. As a Venn subscriber, their use of portfolio analytics or other Venn features and their experience could differ from your organization’s due to their particular use of Venn, the version of Venn used, or other factors. Not all subscribers will be equally satisfied. The person providing this testimonial was selected based on a variety of factors, some of which are subjective. This document is for informational purposes only. Not an offer to buy or sell securities. Click here for Important Disclosure and Disclaimer Information.

client spotlight

ITERAM Capital

ITERAM, a Swiss alternative asset manager, has partnered with Venn to help with key workflows including risk management, portfolio construction, and ongoing sourcing and research.

DIVE DEEPER

Common Questions

What is the Venn connection to Two Sigma?

Two Sigma consistently heard from clients that existing risk tools failed to address the unique needs of allocators and managers of multi-asset portfolios. Venn was created in response to such client demands for greater insight into their factor exposures as they approached asset allocation and outside manager evaluation decisions.

What goes into our Factor Model?

Venn leverages the Two Sigma Factor Lens in our platform, which consists of 18 factors in four categories: Core Macro, Secondary Macro, Macro Style, and Equity Style. The factors in the Two Sigma Factor Lens were constructed with the aim of accurately and intuitively describing risk and return drivers in institutional investor portfolios.

What is Private Asset Lab?

Venn's Private Asset Lab is a robust extension to the Venn platform, designed to facilitate seamless multi-asset portfolio analysis. It unlocks private asset data including cash flow data for ~7,000 private asset funds, fund performance data for ~18,000 funds, and fund characteristics from ~80,000 fund profiles. Private Asset Lab is subject to additional fees.

What is Report Lab?

Venn's Report Lab is a template library and report customization tool that seamlessly integrates Venn metrics, graphics, and analytics. Use it to generate insightful and fully-archived client reporting. Report Lab is subject to additional fees.

Resources

Thought Leadership

Market, Industry, and Analytical Insights

Understanding Your Portfolio

Venn helps clients run portfolio analytics on anything with a return stream, from wine to private assets. And, add a dash of holdings data.

The Two Sigma Factor Lens

Asset allocators are increasingly leveraging risk factor analytics for manager due diligence and an elevated understanding of portfolio diversification.

The Bacon Factor

When comparing various items, you want to evaluate them on an even playing field from investments to bacon.