Asset Allocation Feature with Investor Preferences
Accelerate the Process of Finding the Right Institutional Investor
We are thrilled to announce that advinda Investor Cloud will soon be enhanced with two powerful capabilities: Asset Allocation Mix and Investment preferences.
Subscribe to advinda Investor Intelligence and find updated contact information of top institutional investors. Plus, advinda’s new feature will allow you to look up their investment patterns and asset allocations instantaneously.
Save time by only communicating with those which are relevant to your product.
Beta Version available from April.
Sophisticated Search Filter
Find your investors faster
advinda Investor Cloud accelerates the process of identifying your ideal Investor.
Filter the vast universe of updated contacts by the criteria, which best defines your target: Investor Type, AUM, Region and Asset Allocation Mix.
Meaningful Actual and Historical Data
Know your client
Access actual and historical data related to your institutional Investor.
General information include: AUM, Investment focus/ structure, Auditor and Investment Consultant
Asset Allocation Mix
Target with certainty
Target the client relevant to your product. Find valuable information about the investor’s investment strategy and look through the evolution of their asset allocation.
Indicated asset classes include e.g.: Alternatives (Private Equity, Private Debt, Infrastructure, Renewables, Hedge Funds), Real Estate (Direct Real Estate, Real Estate Funds), Bond Investments (Direct Bond Investments, Indirect Bond Investments), Loans, Equities/Stocks, Mixed Investments, Cash & Equivalents.