Allvue launches new portfolio management solution for LPs

Allvue Systems (Allvue), an alternative investment technology solutions provider, has launched its Limited Partner (LP) Portfolio Management solution (the LP solution), a fully integrated, multi-manager, multi-asset class tool designed to enhance investment decision capabilities for sophisticated, global institutional fund investors.

Following extensive user validation and testing, Allvue's LP solution supports investors' ability to manage and analyse their alternative investments more efficiently. These investors include public and corporate pension plans, foundations, endowments, insurance companies and fund-of-funds who commit capital to a wide range of managers across alternative asset classes and strategies. The LP solution centralises key investment-related activities across multiple discretionary and commingled investments in a single unified environment to support superior investment decisions while reducing operational burden, redundancy and continuity errors.

"LP’s increased allocation to private market assets, combined with this year's unexpected market disruption and transition to remote work, has accelerated the need for solutions that provide better transparency to alternative investments and improved information processes," says Mark Heimbouch, CEO of Allvue. "Our LP Portfolio Management solution was launched to meet these needs, providing a sophisticated and holistic platform that lets LPs map deals every step of the way and evaluate exposures and performance, enabling them to make better and quicker investment decisions."

The LP solution simplifies data management through its advanced information and document processing functionality which analyses key data from documents, a heavily time-consuming task given the large amount of information received by LPs every day. The data system will enable investors to track granular attributes, documentation and cash flows pertaining to their investments across multiple private asset classes and investment types, as well as interact with and analsze their investments to assess exposure, performance, risk and more. The solution also allows LPs to capture new opportunities and the deal pipeline, and its Pacing Model provides an integrated and automated tool that empowers LPs to more closely examine the impact of new fund opportunities on their portfolios.

"Having spent most of my career working for large public and private pension plans across North America, I recognised that LPs were lacking a comprehensive, end-to-end tool to manage and track all of the data they receive from GPs," says Paymun Saket, Managing Director at Allvue. "This theme has been augmented with the continued rise of private markets and increased complexities associated with exposure to private equity, credit, and other alternative asset classes. With the launch of our LP Portfolio Management platform, we will offer LPs the full, integrated suite of tools necessary to help meet their long-term investment goals."