For Managers
Know where you rank. Without anyone knowing it’s you.
Anonymized benchmarking and analytics. Your data is never identifiable — we publish distributional statistics only, and constituent identities are never disclosed to anyone.
Request a demoAnonymity
Your data stays yours
- Constituent identities are never disclosed — to allocators, to other managers, to anyone
- Only counts, aggregate assets and distributional statistics are published
- No fund-level data is redistributed
- The confidentiality rule is published in the methodology, not asserted here
Positioning
See your true peer group
- Ranked against funds actually pursuing your strategy
- Percentile on return, volatility, drawdown and consistency
- Classification by rule, not by self-description
- Evidence you can take into allocator conversations
Inclusion
Index constituency
- Meet the criteria and you are included by rule
- 18-month track record, $50 million minimum AUM
- Constituents fixed annually, so membership is stable
- No fee, no negotiation, no editorial discretion
Analytics
Beyond the benchmark
- Factor and exposure decomposition
- Correlation to peers and to markets
- Behaviour in equity drawdowns
- Reporting you can share with prospects
We are not a data vendor
PivotalPath does not sell or redistribute fund-level data. What we publish is index-level: constituent counts, aggregate assets, year-on-year overlap, and the performance of the peer group as a whole.
An allocator using our indices can see that a strategy returned 9% with a 5% drawdown. They cannot see which funds are in it, and neither can your competitors.
This is a rule, published in the methodology, applied without exception — including to constituents themselves.
How inclusion works
There is nothing to negotiate. A fund with an 18-month track record and $50 million in assets, assessed on 1 January, is a constituent of its peer group for that year. No fee, no application, no editorial call.
Constituents are fixed for the calendar year, so membership does not change because a month went badly.