12 May 2021
Our strategic partnership with Investment by Objectives (IBO) enables family offices and institutional investors to manage their portfolios more transparently by comparing their portfolio performance against their peers while being aligned with their risk targets. Integrating with IBO’s advanced peers benchmarking metrics, together, we help clients produce strong investment results while mitigating risks, supporting and maintaining their competitive edge in the investment sector.
Read the interview with our Founder & CEO, JB, to see how this partnership benefits our clients and transforms the industry into a better place.
I met Nicholas a little while ago via a mutual connection. We both passionately share the vision of making our sector more effective and transparent for the end-investors. As such, in this work of connected ecosystems, it would be a shame not to help each other scale our efforts.
IBO benchmark private banks against one another with a focus on managed mandates. For that matter, IBO computes visual indicators to reflect whether a manager does less well or better than its peers. Furthermore, it can compute how well a mandate manager uses the risk budget agreed with his or her clients. Such information is very compelling for asset owners when reviewing their consolidated assets through Finlight.We will use these metrics for our peers' benchmark to see how well, the community as a whole, behaves.
It provides value adding and actionable indicators on one's value add for a family office or an asset owner.
Firstly, we become ambassadors for one another. In a world driven by connection, this a great added value. Secondly, we complement each other: We help investors consolidate their assets by processing the static pdf reports they receive. From there, IBO benchmarks the overall equity mandates' management quality. This enables our clients to gain additional insights through our single dashboard.
It enhances our clients' digital experience as they can now access all the relevant information they need from one place. It also removes the need to switch platforms, but more importantly, it simplifies access to new indicators, creating greater transparency for the entire sector.
Asset consolidation processes are always systematically better with Finlight.