Technology Solutions
Enabling transparency, empowering decision making, and driving efficiency

Data and Analytics

Through decades of investing across the alternatives landscape, we have built an unparalleled data universe spanning both public and private markets. This serves as the foundation for our ability to deliver transparency, enhance decision making, and drive efficiency for our clients and our business.

Years Investing
0 +
Managers
13 K+
Funds
30 K+
Assets
30 K+

Proprietary Data Fabric

Our data fabric facilitates and governs how we move data around the organization and democratize access for citizen developers, business users, technologists, and, most importantly, our clients. 

Reporting and
Transparency

We believe transparency is critical to our clients’ success. We have created unique technology solutions which empower our clients with seamless access to their data and user-friendly analytics solutions.

INTRODUCING

CLIENT
SCOPE

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INTRODUCING

CLIENT
SCOPE

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Strategic Partners

To meet the demands of our clients and staff, we have partnered with world-class cloud platforms for data storage and analysis along with preferred data and technology solutions providers, including: 

We utilize Machine Learning (ML) and Artificial Intelligence (AI) through Canoe Intelligence to help us redefine how we collect, capture, extract, validate, and utilize data from our Sponsor partners.

As their first client, we partnered with Exchangelodge to create a revolutionary way to process and validate data received from third-party administrators. Read more about our partnership with Exchangelodge here (link to case study)

We leverage iLEVEL and their Managed Data Services to streamline Private Markets data collection, portfolio monitoring, analytics, valuation, and reporting.

We use Arria’s Natural Language Generation platform to create narrative summaries of quarterly client and fund performance from raw data and utilize them in our standard client reporting packages.

All of our private markets deal information is stored within Intapp DealCloud, which is tightly integrated within our proprietary data fabric. It is the starting point of most of our deal-centric workflows and creates efficiencies across the firm.

Microsoft is one of our two public cloud infrastructure providers on which much of our data and our proprietary applications reside.

Amazon Web Services (AWS) is one of our two public cloud infrastructure providers. Many of our self-hosted third-party applications reside on AWS infrastructure.

Reporting21, now a part of Cority (2022), is our sustainability data collection and reporting platform. As one of their first enterprise clients in the US, we have worked together to pioneer data collection and automated sustainability and impact reporting within the alternatives industry.

We utilize index data, research data, and benchmark data from MSCI Private Capital Solutions to support our internal and client-facing analytics capabilities. MSCI is one of our many 3rd party data providers.”

Our ARS investments, portfolio management, and risk team members use AlternativeSoft to seamlessly integrate data sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, HFM, Preqin, Refinitiv, and more for efficient screening and analysis.

We are using technology to drive scalability and efficiency in our business

Exchangelodge

Automating business processes to increase efficiency and leverage from 3rd party administrator relationships

Exchangelodge

Automating business processes to increase efficiency and leverage from 3rd party administrator relationships.

The Challenge

We have long partnered with fund administrators to provide accounting and related services to our absolute return strategies clients. Without an efficient to review and oversee the data produced by the various administrators, we found ourselves preparing parallel books and records for all portfolios and relying on legacy technology that limited our ability to scale. 

The Solution

By introducing automation to the validation and oversight of core accounting data via Exchangelodge, we were able to optimize our workflow. Instead of running a parallel data review process, we implemented an exception-driven oversight process, solely focusing on the problematic data. The solution supports three key areas: dataflow automation, data interrogation and cleansing, and process control. 

The Results
  • 400%+ increase in process efficiency from one accountant handling 12 portfolios to now handling 50+ portfolios
  • 33% of related operational staff reallocated to higher-value tasks due to termination of previous operating model 
  • 20+ vital databases integrated via automated, real-time processes 
  • 50+ business rules and validations for every valuation 
  • 0 accounting entries are booked by our team for approximately 100 portfolios, transferring low value, time intensive work to the fund administrator  

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Canoe

Eliminating manual document processing and data entry to drive organizational scale 

Canoe Case Study

Eliminating manual document processing and data entry to drive organizational scale.

The Challenge

On behalf of our clients, we receive 30,000+ unique PDF documents from investment managers representing quarterly statements and cash flow notices. Many of these documents need to be manually downloaded from different sources, which is an extensive and time-consuming process. Additionally, the lack of standardization across documents makes it challenging to automate processing and manual processing is resource-intensive and not scalable.  

The Solution

By leveraging Machine Learning (ML) and Artificial Intelligence (AI) via Canoe, we are able to automatically retrieve documents from various sources, efficiently review them, and automatically extract relevant data points. This creates a scalable solution and allows us to reallocate our human resources to other priorities. 

 

The Results
  • ~30% of quarterly statements are automatically booked straight through to our general ledger without human interaction 
  • We are positioned to reallocate ~20% of the team to other priorities  

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We are
democratizing
technological
transformation by
empowering
our full workforce
to innovate.

Join our team

3rd ANNUAL HACKATHON  |  100 participants and mentors from across the organization joined forces to work creatively on automation, AI, and employee engagement. Winners were voted on by members of the firm’s leadership team and several projects will be put into production for firmwide use. 

INNOVATION DAYS  |  We host department-wide Innovation Days where individual teams dedicate a full workday towards using technology to create process efficiencies or solutions to day-to-day problems.


CITIZEN DEVELOPER PROGRAM

2022

Program Inception

200+

Program Graduates

4

Cohorts taught per year

Our Citizen Developer program aims to accelerate the pace at which we can drive change and scalability by empowering more individuals around the firm to learn and utilize new technologies. The program includes proprietary curriculum that is generated and facilitated by members of our in-house Technology Team and is offered to beginner, intermediate, and advanced citizen developers. 

 

Security and
Business Continuity

Keeping data secure and minimizing risk on behalf of our clients is a top priority and key component of our corporate governance

We are stewards and safeguards of our clients’ data
We are committed to staying vigilant in our efforts to monitor and protect our systems and data against the evolving landscape of cyber threats. Our technology infrastructure is almost entirely public cloud hosted which allows us to utilize cloud-native security solutions and leverage robust data protection capabilities. We also employ a comprehensive NIST-based program that is supported by CIS framework and controls.
We promote cybersecurity best practices through ongoing education, training, and third-party assessments
All employees are required to complete our social engineering and anti-phishing training program semi-annually and participate in monthly testing. Leveraging an industry-leading security platform, we track and monitor all employees for training/testing completion and identify employees at elevated levels of risk for cyber-attacks who are then targeted for supplemental awareness and training.
We ensure resiliency through our robust business continuity and disaster recovery program
We have outlined a business continuity and disaster recovery program that seeks to minimize the impact a significant disruption to our operations would have on our business. We conduct frequent testing against the plan and maintain policies, procedures, and extensive technical controls to support internal and external audits.

Related News and Insights

November 1, 2022 | Press Release

Exchangelodge Expands Technology Partnership with GCM Grosvenor

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June 13, 2022 | Press Release

GCM Grosvenor and Canoe Intelligence Announce New Technology Partnership to Drive Organizational Scale

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Data as of June 30, 2024. 

 

Representative list of service providers subject to change. Inclusion does not constitute endorsement by GCM Grosvenor or service provider. 

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Absolute Return Strategies

We offer clients a broad range of tailored solutions across strategies, including multi-strategy, macro, relative value, long/short equity, quantitative strategies, and opportunistic credit. Levaraging our large scale and presence in the industry, we are able to offer clients preferntial exposure to hard-to-access managers and seek to obtain terms that can drive economic and structural advantages. 

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