Allocators
Portfolio-level clarity across managers, mandates, and structures
HedgeFacts For Allocators
HedgeFacts provides allocators with a unified view of performance and risk across their entire investment portfolio.
We work with funds of funds, family offices, pensions, private allocators, and distribution platforms that need transparency, aggregation, and insight rather than disconnected reports.
Built for aggregation and insight
Allocators are not short on data. The challenge is fragmentation.
HedgeFacts consolidates investments across managers and structures into a single portfolio view, allowing allocators to understand how portfolios behave.
What allocators use HedgeFacts for
Portfolio-level performance and risk
Aggregation across external managers, managed accounts, LP interests, and private holdings to provide a true portfolio-level view.
Exposure, overlap, and correlation
Identification of concentration, overlapping positions, and hidden correlations not visible in manager-level reporting.
Managed account transparency and control
Support for managed account platforms through independent visibility, fair allocation oversight, consistent reporting, and improved transparency and capital efficiency.
Reporting And Oversight
Allocators use HedgeFacts to standardise reporting, support investment committees and risk reviews, and maintain auditability and governance across portfolios.
The platform supports allocator workflows without forcing rigid reporting models.
Contact us to discuss your portfolio oversight needs.
Begin a conversation
We welcome the opportunity to understand your operational requirements and explore where HedgeFacts may be of value.