Multi-Asset Class Portfolio Management & Analytics

A diversified portfolio presents multiple avenues for income, but it also presents multiple streams of performance to track, predict, and balance. Having a consolidated, cross-portfolio view makes it simple to manage your overall portfolio, mitigate risk, and plan smart allocations and exits. Dynamo’s portfolio management software (PMS) allows institutional investors to centralize and report on investment performance at the individual, asset class, and portfolio levels, and visualize performance against historical data, benchmarks, and future scenarios. Working in tandem with Dynamo’s research management module, Dynamo Data Automation, and Dynamo Data Services, Dynamo PMS helps you integrate your performance reporting and ongoing due diligence efforts and reduces time spent aggregating data, so your team can turn valuable data into practical, meaningful analysis.

Comprehensive Portfolio Management System for LP Investors

Dynamo’s Portfolio Management software is a comprehensive multi-asset portfolio management system for LP investors to centralize and report on investment performance at the individual, asset class, and portfolio levels.

Optimize Portfolio Management with Dynamo's Tools for Analysis, Exposure, Liquidity, and Forecasting.

PORTFOLIO PERFORMANCE, EXPOSURE, LIQUIDITY, AND FORECASTING

• Analyze portfolio’s performance by asset type and any exposure vertical as well as how it compares to key benchmarks
• Understand portfolio exposure composition and potential risks
• Track upcoming near- and long-term potential liquidity events
• Forecast portfolio allocations into the future and perform what-if and stress testing MANAGE CORE PORTFOLIO REPORTING AND BENCHMARKING
• Run investment book of record and accounting book of record reporting
• Compare your portfolio relative to your policy targets and determine next steps to align the portfolio to a target
• Benchmark your portfolio against a dynamic policy benchmark as well as compare investments and asset types against primary benchmark performance

Integrated Cash Flow Forecasting and Investment Modeling Capabilities

Dynamo’s integrated cash flow forecasting, investment liquidity, hypothetical transactions, and investment projections, empowers clients to model multi-asset class portfolio scenarios for allocation planning and what-if modeling.