Win time to grow revenue and achieve operational efficiencies. Our proprietary AI/ML-driven solution delivers intelligent insights that truly add competitive edge – enabling you to make smarter decisions and scale your business without adding applications or overhead.
Focus on what's important with our investment data management solution
Investment managers have more data than ever at their fingertips. Our Investment Data Analytics offering provides the scale you need to cover your existing portfolio, plus more time to find new opportunities and make crucial decisions.
Extend your in-house capabilities and working day with our financial data analytics services. Enjoy rapid, high-quality intelligence and support while keeping costs low and being liberated from the grunt work of data sourcing, extraction, cleansing, validation, processing, and analysis.
Make better investment decisions with financial analysis and actionable insights at investment and portfolio level. Our team will review new opportunities, stress-test exposures, support portfolio monitoring of complex and structured investments, provide sector and market intelligence and data analytics, and review existing investments and portfolios using our risk platform and best practices.
Make better investment decisions faster
Watch the video and learn how to gain competitive edge with
Linedata Cognitive Investment Data Management, our AI/ML-enhanced investment data solution
Generate alpha with
investment data analytics and intelligence
Do what you do best
Save 40% of your analysts’ time with near real-time access to accurate information, validated data, and financial analysis.
Extend your in-house capabilities and your working day while freeing your team to focus on core activities. Our AI/ML-powered solution provides on-demand idea validation and is delivered by experienced CFAs, MBAs, FRMs, and investment analysts.
Achieve scale and velocity
Win time to chase the latest opportunities, enter new markets, and follow through on your best and brightest ideas.
As an extension of your team, we’ll help you scale quickly with financial data analytics that provides the agility to scale, respond to dynamic market events, and redeploy in-house resources toward critical investment and decision-making activities.
Trust the choice of investment experts
Our client portfolio includes long-term engagements with your peers across the investment industry. Referenceable clients include CLO managers; credit, hedge, and PE funds; and insurers.
Our talented teams apply finance expertise and operational best practice gained on or working with the trading desks of bulge bracket investment banks and other leading institutions.
Research Report: Intelligent alpha – Advanced AI’s impact on alternative asset management
Download the report to learn how AI/ML and Generative AI are reshaping the alternative asset management landscape.
Gain time, insight and analysis to focus on growing your business
Cognitive Investment Data Management
Portfolio monitoring and maintenance
Do you and your investors have the information they need to understand the support portfolio’s risk profile? Ensure a 360-degree view of your portfolio with our pre-trade and post-trade portfolio monitoring and analytics service.
Model validation and valuation support
Apply our analytical expertise across your capital structure. Our model development services include financial, valuation, deep-dive investment analysis, and complex structured credit models. We validate portfolio risk models, and perform scenario and stress tests, and cap structure, recovery, and covenant analysis.
Investment idea validation
Test your investment ideas and enhance due diligence with expert support from our certified financial analysts. We’ll develop and/or maintain what-if scenarios, special situation impact analysis, and stress/scenario analysis to validate ideas, enabling you to make sound investment decisions faster.
Investment data intelligence
Our on-demand analysis of investment data spans deal pipeline, new issuance, sector/market intelligence, custom opportunity screeners and more. Unshackled from information gathering tasks, your investment team will be freed to uncover profitable new opportunities and make intelligent, informed decisions.
Market risk analysis, scenarios, and stress tests
Risk-as-a-Service helps you monitor portfolio risk, dynamically stress test portfolios, and perform what-ifs and scenario analysis across asset classes, markets, and investment strategies.
Performance attribution and portfolio analytics
Gain a deeper understanding of your portfolio’s performance characteristics. Analysis includes performance, key rate duration, Brinson-Fachler, theme and currency, benchmark, and factor-based attribution; fund peer group analysis; performance tracking, and reporting.
Risk and regulatory reporting
Don’t get sidetracked by ever-expanding reporting requirements. Our analysts manage daily and ad hoc needs, including Form PF, AIFMD and OPERA.
Cognitive Investment Data Management
Win time to grow revenue and achieve operational efficiencies. Our proprietary AI/ML-driven solution delivers intelligent insights that truly add competitive edge – enabling you to make smarter decisions and scale your business without adding applications or overhead.
Portfolio monitoring and maintenance
Do you and your investors have the information they need to understand the support portfolio’s risk profile? Ensure a 360-degree view of your portfolio with our pre-trade and post-trade portfolio monitoring and analytics service.
Model validation and valuation support
Apply our analytical expertise across your capital structure. Our model development services include financial, valuation, deep-dive investment analysis, and complex structured credit models. We validate portfolio risk models, and perform scenario and stress tests, and cap structure, recovery, and covenant analysis.
Investment idea validation
Test your investment ideas and enhance due diligence with expert support from our certified financial analysts. We’ll develop and/or maintain what-if scenarios, special situation impact analysis, and stress/scenario analysis to validate ideas, enabling you to make sound investment decisions faster.
Investment data intelligence
Our on-demand analysis of investment data spans deal pipeline, new issuance, sector/market intelligence, custom opportunity screeners and more. Unshackled from information gathering tasks, your investment team will be freed to uncover profitable new opportunities and make intelligent, informed decisions.
Market risk analysis, scenarios, and stress tests
Risk-as-a-Service helps you monitor portfolio risk, dynamically stress test portfolios, and perform what-ifs and scenario analysis across asset classes, markets, and investment strategies.
Performance attribution and portfolio analytics
Gain a deeper understanding of your portfolio’s performance characteristics. Analysis includes performance, key rate duration, Brinson-Fachler, theme and currency, benchmark, and factor-based attribution; fund peer group analysis; performance tracking, and reporting.
Risk and regulatory reporting
Don’t get sidetracked by ever-expanding reporting requirements. Our analysts manage daily and ad hoc needs, including Form PF, AIFMD and OPERA.
Linedata’s solution seamlessly complements my team, providing an excellent means for extending our coverage.
COO
Portfolio Manager, Fund Manager with $10BN+ AUM
Factsheets
Factsheet
Investment Data Analytics
Giving you more time, insight and analysis so you can focus on managing your investments and growing your business.
Factsheet
Cognitive Investment Data Management
AI-powered front office data management solution for traditional, alternative, and private market shops.
Brochure
Linedata Global Services
Reimagine your operations. Transform your business. An introduction to Linedata Global Services.
Factsheet
Investment Data Analytics
Giving you more time, insight and analysis so you can focus on managing your investments and growing your business.
Factsheet
Cognitive Investment Data Management
AI-powered front office data management solution for traditional, alternative, and private market shops.
Brochure
Linedata Global Services
Reimagine your operations. Transform your business. An introduction to Linedata Global Services.
Insights
Learn how generative AI is reshaping business and operations at hedge funds, private equity, and across the asset management...
Digitalization is not the silver bullet solution for every problem, but asset managers are realizing it is pivotal to...
AI/ML services and solutions are helping firms work smarter, not harder while containing costs and growing their business
Co-sourcing solution from Linedata Investment Data Analytics Service helps client balance idea validation with...
Linedata Investment Data Analytics Service ends hedge fund’s model management and reporting headaches
Close deals faster and gain competitive edge with AI/ML
Learn how to supercharge your research, analysis, and decision-making processes in this white paper.
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