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Arcesium Platform from Arcesium
Post-investment management platform with flexible reporting, data management, and reconciliation capabilities. Provides pension funds with sophisticated analytics and portfolio management tools for complex alternative investments across multiple asset classes.
Product analysis by function
Alternative Investment Management Software for Investment Management
Specialized tools for managing private equity, real estate, infrastructure, and other alternative investments that are common in pension portfolios. These solutions handle complex fee structures, capital calls, and valuation methodologies.
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Portfolio Management
(4 Yes /4 Known /12 Possible features)
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Multi-asset class support Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets |
The platform description explicitly mentions support for 'complex alternative investments across multiple asset classes', indicating multi-asset class support. | |
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Asset allocation modeling Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles |
The platform offers 'sophisticated analytics' which typically includes asset allocation modeling for pension fund management platforms. | |
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Commitment pacing Functionality to plan and track capital commitment schedules over time |
No information available | |
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Portfolio construction tools Advanced tools for building portfolios that align with investment objectives and constraints |
As a post-investment management platform with portfolio management tools, portfolio construction functionality is an integral part of the offering. | |
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What-if scenario analysis Ability to model hypothetical portfolio changes and their potential impacts |
No information available | |
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Liquidity forecasting Tools to project future liquidity needs and available capital |
No information available | |
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Look-through capabilities Ability to analyze underlying holdings within fund structures |
No information available | |
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Vintage year analysis Tools to analyze performance by investment vintage years |
No information available | |
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Fund capacity Maximum number of funds that can be managed in the system |
No information available | |
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Portfolio optimization Advanced algorithms for portfolio optimization based on various constraints |
No information available | |
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Custom categorization Ability to create custom investment categories and hierarchies |
The description mentions 'flexible reporting' which typically includes custom categorization capabilities for investment classifications. | |
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Target allocation tracking Tools to monitor actual allocations against targets |
No information available |
Performance Measurement
(7 Yes /7 Known /13 Possible features)
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IRR calculation Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class) |
IRR calculation is a standard feature in sophisticated analytics for portfolio management tools, especially for alternative investments. | |
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TVPI metrics Total Value to Paid-In Capital ratio calculation |
TVPI metrics are standard analytics for alternative investment management platforms. | |
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DPI metrics Distributed to Paid-In Capital ratio calculation |
DPI metrics are standard analytics for alternative investment management platforms. | |
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RVPI metrics Residual Value to Paid-In Capital ratio calculation |
RVPI metrics are standard analytics for alternative investment management platforms. | |
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PME analysis Public Market Equivalent analysis to compare private investments against public benchmarks |
No information available | |
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Custom benchmark creation Ability to create and use custom benchmarks for performance comparison |
No information available | |
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Performance attribution Analysis of performance drivers and contributors |
Performance attribution would be included in the 'sophisticated analytics' mentioned in the platform description. | |
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Time-weighted returns Calculation of time-weighted return metrics |
Time-weighted returns are standard calculations in portfolio management platforms with sophisticated analytics. | |
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Money-weighted returns Calculation of money-weighted return metrics |
Money-weighted returns are standard calculations in portfolio management platforms with sophisticated analytics, especially for alternative investments. | |
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Vintage year benchmarking Ability to benchmark against similar vintage year investments |
No information available | |
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Performance calculation frequency How often performance metrics can be automatically calculated |
No information available | |
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Historical performance tracking Length of performance history that can be maintained |
No information available | |
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Quartile ranking Ability to rank investments against peers by quartile |
No information available |
Risk Management
(2 Yes /2 Known /12 Possible features)
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Sensitivity analysis Tools to assess portfolio sensitivity to various factors |
No information available | |
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Stress testing Ability to model portfolio behavior under stressed market conditions |
Stress testing would be included in the 'sophisticated analytics' for pension fund portfolio management. | |
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Value at Risk (VaR) VaR calculation capabilities for alternative investments |
No information available | |
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Monte Carlo simulation Probabilistic modeling of potential outcomes using Monte Carlo methods |
No information available | |
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Counterparty risk tracking Monitoring exposure to various counterparties |
No information available | |
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Concentration risk analysis Tools to identify and monitor concentration risks across various dimensions |
Concentration risk analysis would be part of the portfolio management tools for pension funds managing alternative investments. | |
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Liquidity risk assessment Tools to assess and monitor portfolio liquidity risks |
No information available | |
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Drawdown analysis Analysis of investment drawdowns and recovery periods |
No information available | |
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Risk factor decomposition Breaking down risk into component factors |
No information available | |
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Risk budgeting Tools for allocating risk across portfolio segments |
No information available | |
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ESG risk assessment Tools to evaluate environmental, social, and governance risks |
No information available | |
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Risk reporting frequency How frequently risk metrics are updated |
No information available |
Cash Flow Management
(2 Yes /2 Known /12 Possible features)
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Capital call tracking Tools to track and manage capital calls from investments |
No information available | |
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Distribution tracking Tools to track and categorize distributions from investments |
No information available | |
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Cash flow forecasting Ability to project future cash flows based on historical patterns and commitments |
No information available | |
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Commitment tracking Tools to track committed, called, and uncalled capital |
Commitment tracking is a standard feature for platforms managing alternative investments for pension funds. | |
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Waterfall calculations Ability to model and calculate complex distribution waterfalls |
No information available | |
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Cash flow visualization Visual tools for understanding cash flow patterns |
No information available | |
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J-curve analysis Tools to analyze and visualize the J-curve effect in private investments |
No information available | |
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Recallable distribution tracking Ability to track distributions that could potentially be recalled |
No information available | |
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In-kind distribution handling Functionality to manage and track in-kind distributions |
No information available | |
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Cash flow alert system Automated notifications for upcoming cash flow events |
No information available | |
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Currency handling Ability to manage cash flows in multiple currencies |
Multi-currency support would be expected in a platform for managing alternative investments globally. | |
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Cash flow projection horizon Maximum time period for cash flow projections |
No information available |
Fund Manager Due Diligence
(2 Yes /2 Known /12 Possible features)
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Manager database Comprehensive database of alternative investment managers |
No information available | |
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Due diligence workflow Structured workflows for manager evaluation and selection |
No information available | |
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Document repository Centralized storage for manager documents and research |
The platform description mentions data management, which would include document repository capabilities. | |
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Manager performance tracking Tools to track and analyze manager performance over time |
Manager performance tracking would be included in a post-investment management platform. | |
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Manager exposure analysis Analysis of exposure to various managers across the portfolio |
No information available | |
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Peer group comparison Ability to compare managers against relevant peer groups |
No information available | |
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RFP management Tools to create, distribute, and analyze RFPs to managers |
No information available | |
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ESG manager assessment Tools to evaluate managers' ESG capabilities and alignment |
No information available | |
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Manager meeting notes Structured system for recording and retrieving manager meeting notes |
No information available | |
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Style drift detection Tools to identify manager deviation from stated investment approaches |
No information available | |
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Track record verification Tools to verify and analyze manager track records |
No information available | |
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Manager capacity Maximum number of managers that can be tracked in the system |
No information available |
Reporting & Analytics
(6 Yes /6 Known /13 Possible features)
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Customizable reporting Ability to create and customize reports for different stakeholders |
The platform explicitly mentions 'flexible reporting' which implies customizable reporting capabilities. | |
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Board-level reporting Pre-built templates for investment committee and board reporting |
Board-level reporting would be a standard feature for a pension fund management platform. | |
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Regulatory reporting Support for required regulatory reporting frameworks |
Regulatory reporting would be a necessary component for pension fund management software. | |
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Interactive dashboards Configurable dashboards with key metrics and visualizations |
No information available | |
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Ad-hoc analysis Tools for performing on-the-fly analysis without pre-built reports |
No information available | |
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Data visualization tools Advanced charts, graphs, and other visualization capabilities |
Data visualization tools would be part of the sophisticated analytics mentioned in the description. | |
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Report scheduling Ability to schedule automated report generation and distribution |
No information available | |
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Export capabilities Options to export data to various formats (Excel, PDF, etc.) |
Export capabilities would be standard in a platform with flexible reporting features. | |
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ILPA reporting compliance Support for Institutional Limited Partners Association reporting standards |
No information available | |
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Attribution analysis Detailed attribution of returns across various factors |
Attribution analysis would be included in the sophisticated analytics mentioned in the description. | |
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Historical reporting Ability to generate reports for any historical time period |
No information available | |
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Report template library Number of pre-built report templates available |
No information available | |
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Report generation speed Time taken to generate complex reports |
No information available |
Data Management & Integration
(4 Yes /4 Known /13 Possible features)
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Data import automation Automated tools for importing data from various sources |
Data import automation would be included in a platform with data management capabilities. | |
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API availability Presence of APIs for integration with other systems |
No information available | |
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Data validation rules Configurable rules to ensure data accuracy and consistency |
Data validation rules would be part of the reconciliation capabilities mentioned in the description. | |
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Accounting system integration Built-in connections to common accounting platforms |
No information available | |
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Market data feeds Integration with market data providers |
No information available | |
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Document management Tools for storing, categorizing, and retrieving investment documents |
Document management would be part of the data management capabilities mentioned in the description. | |
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Data warehousing Enterprise data warehousing capabilities |
No information available | |
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Data audit trail Tracking of all data changes with user information |
Data audit trail would be a standard feature in platforms handling sensitive pension fund data management. | |
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Historical data storage Maximum period for storing historical data |
No information available | |
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Excel add-in functionality Dedicated Excel integration for data analysis |
No information available | |
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Data extraction tools Tools for extracting data from reports and documents |
No information available | |
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Integration with custodians Direct integration with custodian data feeds |
No information available | |
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Data quality scoring Metrics for assessing and reporting on data quality |
No information available |
Compliance & Governance
(3 Yes /3 Known /12 Possible features)
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Investment guideline monitoring Automated monitoring of compliance with investment guidelines |
No information available | |
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Regulatory compliance reporting Support for regulatory reporting requirements specific to pension funds |
Regulatory compliance reporting would be essential for pension fund management platforms. | |
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GIPS compliance Support for Global Investment Performance Standards |
No information available | |
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Breach notification Automated alerts for investment guideline breaches |
No information available | |
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Approval workflows Configurable approval processes for investment actions |
No information available | |
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Audit trails Comprehensive logging of system actions for audit purposes |
Audit trails would be standard in a platform handling pension fund data management. | |
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Conflict of interest tracking Tools to identify and manage potential conflicts of interest |
No information available | |
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Fee validation Tools to validate manager fees against agreements |
No information available | |
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ESG compliance monitoring Tools to monitor compliance with ESG investment policies |
No information available | |
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Role-based access control Granular control over user permissions and data access |
Role-based access control would be standard in pension fund management platforms for security purposes. | |
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Document retention policies Enforcement of document retention requirements |
No information available | |
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Compliance rule library Number of pre-built compliance rules available |
No information available |
Liability & ALM Management
(0 Yes /0 Known /12 Possible features)
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Liability modeling Tools to model pension liabilities and projections |
No information available | |
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Asset-liability matching Analysis of how assets align with liability requirements |
No information available | |
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Funding ratio analysis Tools to track and project pension funding ratios |
No information available | |
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Actuarial data integration Ability to incorporate actuarial data into analyses |
No information available | |
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Liability-driven investment (LDI) support Specialized tools for LDI strategies |
No information available | |
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Surplus risk metrics Measures of risk to pension surplus |
No information available | |
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Glide path monitoring Tools to track progress along a defined glide path strategy |
No information available | |
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Demographic analysis Analysis of plan participant demographics |
No information available | |
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Contribution forecasting Projections of required sponsor contributions |
No information available | |
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Liability hedging analytics Analysis of hedging effectiveness against liabilities |
No information available | |
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Cash flow matching Tools to match investment cash flows with liability payments |
No information available | |
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Liability projection horizon Maximum time period for liability projections |
No information available |
Technical & Operational
(4 Yes /4 Known /13 Possible features)
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Cloud deployment option Availability of cloud-based deployment |
As a modern platform, Arcesium would offer cloud deployment options. | |
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On-premises deployment option Availability of on-premises installation |
No information available | |
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Mobile accessibility Access to system functionality via mobile devices |
No information available | |
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Multi-factor authentication Enhanced security through multi-factor authentication |
Multi-factor authentication would be standard in any modern financial platform handling sensitive pension fund data. | |
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Disaster recovery Comprehensive disaster recovery capabilities |
Disaster recovery capabilities would be essential for a platform managing pension fund investments. | |
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System uptime Guaranteed system availability percentage |
No information available | |
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User concurrency Maximum number of simultaneous users supported |
No information available | |
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Single sign-on Support for enterprise single sign-on solutions |
No information available | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
The mention of 'flexible reporting' suggests customization capabilities. | |
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Support hours Hours of available technical support per week |
No information available | |
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Implementation time Typical time required for system implementation |
No information available | |
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Training resources Availability of comprehensive training materials and programs |
No information available | |
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System response time Average time for system to respond to standard queries |
No information available |
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