As diligent family officers, you would agree you face the same challenges:
This is what we solve.
We turn technology to your advantage so that you are no longer forced into technological choices that are not adequately suited to your business model and operational requirements.
Designed by family officers for family officers, our platform is your only one-stop place to:
Put simply, Finlight is your reliable virtual analyst that supports your investment process.
You regain control over:
As family officers ourselves, we are here to help you get the right data to make the right decision at the right time to minimise downside risks while increasing the probability of capturing upsides.
To achieve that, we do two things for you:
We make this happen by taking care of:
How does it work
Our AI-based technology is organised around the 3 key steps of diligent investment planning:
Each of the module can be accessed independently or reorganised in sequences that best reflect your investment process.
The financial planning tool enables you to analyse each principal’s asset-liabilities and life-stage to calculate each one's optimal risk budget: where one's utility function and a customised efficiency frontier made of as many assets and currencies as needed. This allows for a very personalised asset allocation that is best suited to each principal’s personal situation and requirements.
The manager selection module enables you to filter all eligible investment managers that match your specific criteria such as ESG, liquidity, performance consistency, rating, etc. This is reinforced by a due diligence bot that analyses all static legal documents (Prospectus, KiiD, DDQ) and dynamic data (NAV changes, newsflows, social footprint…) to flag potential issues and manage alerts that support your managers due diligence and monitoring.
The portfolio control features enable you to analyse portfolio performance and risk consistency per principal or overall; per manager, style or asset classes… You decide! Furthermore, it can alert you when to rebalance to keep risk profile constants, lower them or protect up to 75% of the portfolios’ best performance.
Any question? Ask our vetted experts. First question on us.
Other sources of inspiration
We are a team of veteran family officers and asset managers spanning more than 80 years of experience among a team of 5. Finlight was co-founded by:
- JB Tanqueray (CEO), has been managing family offices since 2007. Before then, he was an institutional fund of hedge funds manager at Fortis Investments (2003-2007), a fund rating associates at Fitch (2000-2002) and a fixed income derivatives risk manager at Citibank (1997-2000). He graduated with a MA in Finance from ESSCA (Université Catholique de l’Ouest, Angers), M.Phil in International Finance and Macroeconomics from Paris 9 Dauphine and a MBA from the London Business School.
- Yves Coignard (CSO/CTO), graduated with a MSc in Statistics from French elite school ENSAE and a PhD in Applied Mathematics from Paris 6, where he actively researched frequency based decision-making models. As such he was among those who looked at machine learning and artificial intelligence in the early 1990s. He joined French asset manager CLAM as Head of Product Engineering (199-2003) before becoming Amundi’s Equity CIO (2003-2005). He joined Lehman Brothers as Deputy Head of Quant Asset Management (2006-2009) then created a consultancy (2009-2011) and joined his own volatility arbitrage hedge fund (2011-2015).
The world of asset-owners is underserved because of the current market legacy structures.
The two together therefore can lead to adverse decisions, which deplete the capital productive economies requires to function well. How can one preserve and grow capital if such benefits are spent on a complex and inefficient information chain.
This is why we are fully focused on deploying technological advances to enhance the quality of allocators’ decision-making processes. Better invested money leads to better functioning economies, something a peaceful world needs to exist.
We are solving this problem by creating a one-stop expert centres that researches and aggregates best-in class tools, technologies and reliable information sources to bring vital knowledge back to allocators to augment the research power.
Such tools support family officers through each step of the investment decision process:
Put simply, Finlight.com is geared to savvy family officers who are careful about:
Finlight.com has created Alfred, the first family officer's virtual analyst.
Alfred frees family officers from the time-consuming, routine tasks of collating scattered data and information needed to make better informed investment decisions.
Whether a family officer is looking for a second opinion, to check the quality of an investment manager or looking to build a new strategy, Alfred automates the support required to minimise downside risks.
Family officers may also combine each feature in any way that best supports their investment process.
Finally, Alfred facilitates family officers’ access to expertise they need on an ad-hoc basis by facilitating communication among community members as well as by listing well-referenced independent experts spanning all areas from legal experts to asset class experts through deal experts…
Click here to book a demo with one of our founders.
You can test our tools by registering on the website. We will provide you with a free, brief portfolio scoring for any multi-assets, multi-managers portfolio of your choice as a welcome gift. All our tools can be customised to anyone’s particular requirements - check our pricing page.
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