Portfolio company-level data
Institutional investors, fund of funds and secondaries managers need a detailed understanding of the individual companies within their portfolios such as revenue growth, profitability, cash flows, and market position.
This allows them to assess the financial health, operational performance and growth potential of each company, facilitating more informed investment decisions, identify trends, and evaluate the effectiveness of the management strategies. This granular insight also enables them to engage more effectively with portfolio companies, influence strategic directions and optimise overall portfolio performance in alignment with their investment goals.
Client challenge:
Portfolio company reporting often provides a high-level consolidated view, is opaque in nature and can be absent of any real insight around portfolio company performance. This is a significant challenge because portfolio company-level performance outliers or anomalies can distort the true picture of a fund’s overall performance.
Aztec Xtract empowers investors to ‘look through’ their fund positions using its intuitive dashboard, which provides a complete picture of exposure to different industries, geographies and currencies, as well as other trackable portfolio company metrics. As a result, you’ll benefit from an accurate, independent and consistent view of performance at portfolio company level, enabling more informed decision-making.
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