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A Comprehensive Platform for Portfolio Intelligence & Reporting

Lightkeeper takes the pain out of managing portfolio data, brings serious computational horsepower to the user, and turns static reports into dynamic, data-driven analytics.

Our fully integrated, end-to-end platform enhances data accessibility and reliability while delivering comprehensive reporting, advanced analytics, and on-demand data exploration.

CAPABILITIES

The Clear Advantage of
Multiple Perspectives

Whatever your size, strategy, or asset mix, Lightkeeper offers flexible, secure access to the data that drives your investment process and your business.

Run performance reports, compare portfolios to indices and drill down to the individual position level. Define and configure highly complex analyses immediately and see results in seconds.

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DATA CORE

Data is a critical asset for all investment managers. Working from a comprehensive source of truth enables the entire firm, from investment teams to risk managers, investor relations and compliance officers, to accomplish more.

Lightkeeper’s powerful data platform automatically synchronizes data from multiple sources – aggregating, organizing, tagging, and structuring data for instantaneous time-series and comparative analysis. The data core manages the various updates into coherent business reporting along with performing quality checks and providing proactive notifications.

ANALYTICAL ENGINE

Ideas aren’t static, analytics shouldn’t be either. Layered around an innovative data management solution is a robust computational engine supporting a broad array of purpose-built insights and extensive user-defined analyses.

The platform delivers advanced performance, attribution, trading, and exposure calculations across a comprehensive collection of asset classes—from equities and their derivatives to commodities, privates, digital assets, and fixed income. Lightkeeper dynamically provides sophisticated risk and factor analysis customized for a broad range of investment strategies.

MODERN TOOLS

Move from static, point-in-time reports to dynamic and relevant analyses. Lightkeeper seamlessly complements your existing infrastructure to provide intuitive visualizations, interactive reporting, and high-powered analytical capabilities.

Flexible dashboards, triggered alerts and discovery tools empower you to adjust parameters and securities to visualize, validate and refine your ideas with extraordinary ease and agility.

ACTIONABLE INSIGHTS

The best portfolio insights come from dynamic exploration. Lightkeeper allows you to see your portfolio from multiple perspectives, over any relevant timeframe, and quickly change assumptions.

With robust time-series capabilities, discern where your risks lie, measure how volatility impacts your performance and intelligently answer investor questions quickly and confidently.

Yes we can.

Deliver Value Across Your Firm

Whatever your role in the firm, Lightkeeper increases your efficiency and ensures data accuracy and analytical flexibility.

From the investment team to investor relations to other professional functions across your organization, our award-winning platform is designed to support a broad array of roles and use cases.

Data platform

Why data
comes first

If you can rely on the quality and breadth of your data, then you can create reports, analyses, and presentations with ease. Whether you need to answer investor questions or address internal requirements, Lightkeeper deftly handles your data, so you can focus on what drives your performance and manage what matters most to your business.

At Lightkeeper we think data should be:

  • Focused

    Purpose built by Lightkeeper for the investment community

  • Comprehensive

    Portfolio, market, and proprietary data in one place makes it more valuable and quicker to gain insights.

  • Expandable

    Lightkeeper continuously evolves its customer driven features to stay ahead of the ever-changing investment landscape and meet tomorrow’s data needs, today.

  • Automatic

    Removing manual processes accelerates data flows and improves consistency and speed. Triggered alerts ensure you get the information you need when you need it.

  • Simple

    Quick to deploy, intuitive to use, and easy to adopt with immediate benefits.

Analytics + Exploration

Dynamic, Flexible and
Configurable

Leverage relevant quantitative metrics to evaluate your investment process including attribution, exposure, risk, and behavioral analytics.

Easily perform ad hoc inquiries across any timeframe allowing for key analyses such as ‘what if’ scenarios, trading analytics, simulations, analyst scorecards, factors, idea management, and powerful behavioral analytics.

Insights + CUSTOM Reporting

Intuitive, Interactive and
Impactful

Visualize, validate, and refine your investment ideas with ease. Run automated reports, dig deeper, and look at data in new ways.

While you can get started quickly with out-of-the-box analytics, Lightkeeper empowers you to configure and model your own custom reports and ad hoc inquiries with our intuitive, user-friendly interface.

SECURITY

Your Data Protected in Your Environment

All of your portfolio, market and proprietary data will be securely stored in your own private cloud and never commingled with any other client’s information.

You can also choose to virtualize the entire platform behind your four walls. From multiple single sign-on providers to highly configurable network and content permissions, Lightkeeper can meet your security needs.

Implementation

Getting Started is Simple

Onboarding Lightkeeper is a fast, collaborative process.

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STEP 1
Ingest & Aggregate

Once connections are established, your portfolio data is available within hours. You can quickly add additional proprietary data to the platform.

Stored on a separate, secure server, your data is yours — with no commingling.

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STEP 2
Enhance & Supplement

Supplement your portfolio and accounting data with proprietary information including factors, ESG scores, risk data, and more.

Quickly aggregate, organize, and enhance all portfolio data into your own Investment Book of Records.

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STEP 3
Discovery & Insights

Achieve unprecedented visibility into the data driving key processes across the organization and with your investors.

Leverage Lightkeeper across the organization to realize greater precision and speed from your analytics, reporting and ad hoc exploration.