A U.S. single family office (SFO) that invests across multiple different strategies including credit, real estate and private equity.
IQ-EQ Cosmos provides portfolio information on dashboards tailored to suit the needs of an asset owner, allowing the asset owner or family office to manage their exposures, quantify the total performance of the portfolio and forecast future valuations. The dashboards are available on any device, providing actionable intelligence in an efficient manner, and the portfolio metrics can be tailored to that particular user’s role. In the case of family office clients, we provide high-level dashboard information on the family’s entire asset portfolio to the family principal, while providing the chief investment officer with a tailored set of data metrics. For other family members, we can provide information on their individual holdings, all within the same secure platform environment.
As IQ-EQ Cosmos enables both specific deal multiples and portfolio metrics, our U.S. SFO client gained access to information across all their different consolidated investments. The family office conducts bi-weekly meetings with the principal, exporting the information from IQ-EQ Cosmos to inform conversations around the allocations and performance. On a quarterly basis, the client also exports information directly into PowerPoint for presentations to the principal alongside their investment narrative.