About
Empowering institutional investors with valuable insights and the necessary tools.
PivotalPath enables clients with the full cycle of hedge fund investment due diligence, through its intelligence reports, analytics and performance analysis tools.
Why PivotalPath
Harnessing our research portal, PivotalPath provides a diverse set of institutional investors — with over $650 billion in combined hedge fund investments — with valuable insights and the necessary tools for all hedge fund investment decisions.
Our dedicated research team has built trust and lasting partnerships with both allocators and hedge funds, providing transparency and ensuring that clients can always evaluate each manager in the right context. PivotalPath protects confidential manager information and only shares insights with its institutional investor clients.
- Data
- Quality and structure of hedge fund data, straight from the source.
- Relationships
- Trusted partnerships with institutionally relevant hedge fund managers.
- Research
- Unbiased research and transparency, rather than an approved set of managers.
- Indices
- Accurate indices and meaningful benchmarks.
- Access
- Easy access to intelligence and manager screening tools.
- Service
- Custom solutions and responsiveness.
What we do
Three things, on one dataset.
- Allocators
- Performance analytics, manager screening, benchmarking and portfolio construction, on point-in-time data sourced directly from managers.
- Managers
- Contextual analysis against an anonymized distribution of the appropriate strategy class — standing, placement and edge reports, and private sleeves nobody else can see.
- Indices
- Rules-based hedge fund indices, published free, with the full construction methodology open to anyone.
Unbiased hedge fund benchmarks and research.
Team
Decades of combined experience as hedge fund practitioners, allocators and software developers.
Jonathan Caplis
Steven Schneider
Jesse Teitel
Gwyn Roberts
Florin Spinu PhDBoard of Directors
A global network of sophisticated investors, academics and C-level executives.
Board of Advisors
Meet some of our partners
Recognition
- 2023
- Best Hedge Fund Indices — HedgeWeek US Awards.
- Monthly
- A subset of the PivotalPath indices is published by Institutional Investor.
- Ongoing
- The indices are listed on the Bloomberg Terminal and referenced in industry coverage.
Transparency, above all.
The same tools and information we use to conduct our own research.