A portfolio manager has a good idea. The thesis is sound, the research holds up, and six months later the position is up. By every normal measure, it was a win. But here is the question almost no one asks after the fact: how much of the return was the idea’s and how much came from how it was traded?
Investment software industry veteran Dean Schaffer appointed Chief Executive Officer. Growth investment to strengthen exemplary client service and accelerate product roadmap.
Boston, MA – March 14, 2025 – Lightkeeper, a leading provider of data, analytics, risk management, and reporting solutions for investment managers, today announced a growth investment from PSG, a leading growth equity firm that specializes in partnering with software and technology-enabled services companies to drive transformational growth.
Alongside the investment, industry veteran and PSG Senior Advisor Dean Schaffer has been appointed as Chief Executive Officer to lead Lightkeeper’s next phase of growth. Lightkeeper’s senior management team will remain with the company, with Danny Dias transitioning to Chief Product Officer to focus on product innovation.
New software plays critical role in idea process optimization and talent development at world’s leading Investment Managers.
Boston, MA – May 14, 2024 – Lightkeeper, the leader in Portfolio Intelligence and Analytics for Investment management, today launches Idea Analytics Software (IAS), a category-defining solution purpose-built to deliver comprehensive analysis and attribution for all investment ideas. Asset managers can instantly access data and analysis across all ideas and recommendations with IAS, gaining unprecedented visibility into their idea universe to evaluate by analyst, sector, geography, and more.
Combining a dynamic Calculation Engine with a Flexible Analytics Framework, Lightkeeper IAS delivers in-depth analytics and insights for all investment ideas, whether they make it into the portfolio or not. For the first time, funds can automatically aggregate, track, contextualize, and analyze every data-point in their idea universe, for insights across process, people, and performance.
