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What is The Caissa Platform?

The Caissa Platform distinguishes itself as the leading investment analytics tool designed specifically for institutional allocators, including endowments, foundations, OCIOs, pension funds, and family offices. Serving clients who collectively oversee assets surpassing $1.7 trillion, this web-based platform equips users to perform in-depth analyses encompassing exposure, risk, liquidity, attribution, and private equity modeling across a variety of multi-asset class portfolios. Our committed data team meticulously aggregates all types of transparency data—spanning investor letters, separately managed accounts, private equity details, and 13Fs—into the Caissa Platform. This data is subjected to a rigorous process involving cleansing, harmonization, migration, and integration, resulting in a unified resource for users. By offering harmonized exposures that allow for comprehensive aggregation across different asset classes and investment vehicles, our platform facilitates the seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, significantly improving decision-making for portfolio managers and their associated investments. In essence, the Caissa Platform not only simplifies analytical workflows but also elevates the overall investment strategy for its users, making it an indispensable resource in the competitive financial landscape.

What is Cogendi?

Our platform integrates a variety of asset categories into a single interface, enabling you to thoroughly comprehend your portfolio, conduct calculations tailored to the unique characteristics of each asset type, and evaluate performance through pertinent groupings. By leveraging these specific metrics, we effectively analyze the performance aspects of your diverse multi-asset class portfolios. Our extensive offerings include publicly traded stocks, fixed-income assets, stakes in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, which can be accessed through direct investments or partnerships, along with futures and options. Additionally, you have the liberty to create your own investment framework to meet your unique needs. You can examine and assess your positions over any chosen timeframe while having the option to view them in-depth or group them based on the factors that are most significant to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any other personalized criteria you select. This customized approach not only enhances your investment analysis but also guarantees that it remains highly relevant and insightful, empowering you to make informed decisions. Ultimately, the flexibility of our platform allows you to adapt your analysis to the evolving dynamics of your investment landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Caissa

Date Founded

2009

Company Location

United States

Company Website

www.caissallc.com

Company Facts

Organization Name

Cogendi

Company Location

France

Company Website

www.cogendi.co.uk/our-platform/

Categories and Features

Financial Risk Management

For Hedge Funds
Liquidity Analysis
Market Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund

P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Private Equity

Not specified

Categories and Features

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

Private Equity

Not specified

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