Financial Capital Network is the financial technology company transforming the alternative capital allocating and investor relations ecosystem. Our platform delivers Investor Relations, Efficiency, Discovery and Transparency, powered by MSCI.
Allocators
Industry Challenges
Managers are difficult to find and screening is inefficient Current allocation process often lacks the ability to validate a manager’s risk, return and portfolio fit utilizing holdings based analytics all in one place
It’s a laborious monitoring (e.g. monitoring the manager, monitoring the risk, monitoring the portfolio, etc.) process for allocators and achieving the perfect allocation of existing and new managers is sub-optimal Allocators are often resource constrained
Investment Consultants can take a one size fits all approach As a result, emerging and smaller managers are often overlooked
Today’s manager analysis is reliant on a point in time, done on an ad hoc basis On-going risk management is not widespread
Managed Accounts have underperformed LPs because managed account platforms are not putting in their best ideas despite being “daily*" and fully transparent Allocators are moving away from managed accounts and showing a renewed preference for an LP structure (limited v unlimited loss) but are torn; who wants real-time transparent monitoring of an underperforming portfolio?
Solution: THE FCN PLATFORM
The platform leverages MSCI’s unique asset set (data and analytics) to provide allocators a place to screen and understand where the Fund fits in their portfolio. As a result we create a unique channel of capital allocation for Funds.
Funds
Inexpensive compared to 3rd party or in-house
Efficient compared to conferences
Unique channel for capital allocation
Allocators
Strengthens decision - making process
Evaluating existing & new managers is qualitative AND quantitative
Independent & No Cost
Better for Both
Transparency without disclosing holdings
More efficient connection process
Standards allows for better attribution of alpha/beta
The new, innovative intermediary in the marketplace