The new operating model for capital allocation.
Discover, evaluate, allocate to, and monitor investment managers through one institutional managed-account platform.
One marketplace. From strategy to allocation.
Addigence connects the people and infrastructure behind every investment decision.
Portfolio Managers
Managers operate their investment strategies through Addigence and build a live, transparent record of how they invest.
Addigence
Addigence provides the regulated infrastructure for diligence, strategy implementation, account management, risk controls, reporting and performance-fee administration.
Infrastructure
Due Diligence
Implementation
& Reporting
Investors
Investors evaluate strategies and construct allocations through accounts held in their name at an independent custodian.
Transparency like never before.
Traditional manager selection is heavily focused on getting to the investment decision. Addigence continues working after it.
Search and filter a curated universe of managers by strategy, instrument, liquidity profile, track-record length and correlation to what you already hold.
Quantitative and qualitative evaluation in one place — performance, attribution, exposure and risk alongside the manager’s own commentary and process.
Operational due diligence on the manager and the strategy, documented and kept current in the same environment.
Size the allocation against the rest of the program before any capital moves.
The same environment used to evaluate a manager becomes the environment for implementation, monitoring, risk management, reporting and eventually changing the allocation. That continuity is the Addigence model.
A seamless relationship between investment talent and capital.
Whether you are looking for a differentiated manager, building an investment strategy, or designing a manager program, Addigence provides the marketplace and infrastructure to put that relationship into practice.