PivotalPath Unveils Second-Generation Investment Consulting Model

Jul 21 2016 | 11:03pm ET

As alternative investment industry allocators face increasing scrutiny and demand more tailored due diligence options, hedge fund technology consultant PivotalPath has launched what it terms is the industry’s first 2.0 consulting model after three years of development.

The new model is driven by a systematic process that delivers fund information and analysis that goes beyond performance, leveraging proprietary technology to process hedge fund data through a regimented 20-step process that includes a range of outside influences on the health of a fund.

The new version of the company’s PivotalBase product is aimed at addressing the opaque pricing, performance-driven choices and stale information that characterizes the existing consulting framework, the company said in a statement. 

The cloud-based portal offers clients actionable information on 750+ funds, including 200+ in-depth qualitative and quantitative assessments, as well as an analytical toolset that allows clients to refine scores based on their own profile and objectives, rather than the monolithic needs of large consultancies, PivotalPath said.

“We help our clients assess critical information they would otherwise not have the bandwidth to research," said Jon Caplis, PivotalPath’s managing principal, in the statement. "This means that our clients often have the conviction to make investment decisions in just two months, rather than 12.”

Founded in 2010 by experienced alternative asset allocators and managers, PivotalPath is an investment consultancy that bridges the gap between the interests of traditional investment consultants and those of CIOs. Advising on over $6.5 billion in hedge fund assets comprised of single and multi-family offices, pensions, endowments and foundations, PivotalPath’s services include investment due diligence, sourcing, portfolio construction, monitoring, and bespoke projects. 

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