For Managers
Know exactly where you stand.
Performance analytics within the right context: your fund, measured against the anonymized distribution of every other manager in your strategy class. Your identity disclosed to nobody.
Classification groups
Analysis within the right context
Benchmark your fund — or a single sleeve — against the anonymized distribution of every other manager in your strategy class.
Performance is only half of it. Test how you complement an anchor portfolio, not only how you rank within a class.
Confidentiality
Managers can see their standing only against an anonymized distribution reflective of the appropriate strategy class. No manager has access to the performance numbers of another manager.
PivotalPath does not sell or redistribute fund-level data. What is published is index-level: constituent counts, aggregate assets, year-on-year overlap, and the performance of the strategy class as a whole.
This is a rule, published in the methodology, applied without exception, including to constituents themselves.
The manager platform
What you get — Bridge
Your performance analytics in the context an allocator uses.
What is published
Your fund's data
What a manager provides: monthly returns, AUM, exposures and organisational detail, kept in confidence.
The group's data
What is published about any group is distributional only — never an individual manager’s numbers.
- Constituent counts
- Aggregate assets
- Year-on-year overlap
- The performance of the group as a whole
01 · See the landscape
Competitive landscape
- Crowding — where your exposures overlap the rest of the class
- Blind spots — what the class carries that you do not
- Whether you differ from competitors in ways that actually matter
- Standing and Placement reports, on demand or scheduled
02 · Show where you stand
Fundraising and business development
- Edge report — a polished, highly customisable performance report
- Built to put in front of an interested allocator
- Backed by a published methodology they can check
- This is how we compare within our strategy class, evidenced
03 · Test what is not yet public
Private sleeves
- Upload emerging strategies that are not on the platform
- Private to your team. Not visible to allocators, and never published by us in any form.
- Full analytics against the relevant class
- Factsheets — one-page summaries for presentations
See where you actually stand.
Within a rules-based strategy class, anonymously.