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Enterprise empowerment

Portfolio Intelligence

It’s a game changer

The benefits Lightkeeper delivers are immediate and powerful — providing investment managers and their teams with data-rich insights to identify trends, validate hypotheses, and drive critical investment processes.

Speed and precision ensure Lightkeeper quickly becomes integral to your investment process, enriching analytical capabilities and enhancing operational efficiency.

The platform is continually evolving to ensure we meet your needs today and anticipate where you want to be tomorrow.

A FIRMWIDE SOLUTION

A thoughtful investment

Lightkeeper unlocks the potential in your investment process, with high quality data, comprehensive analytics, and powerful tools. Everyone across your firm benefits from the same data, with the flexibility to optimize it for specific use cases.

Investment Team

  • Visualize investment trends
  • Behavioral analytics
  • Triggered alerts
  • Strategy insights
  • Analyst evaluation
  • Decompose alpha
  • Detailed attribution analysis

Investor Relations

  • Automated reporting packages
  • Intuitive tools for answering investor questions
  • Access from anywhere
  • Customized investor reporting
  • Tell your story with data
  • Ad-hoc alpha and performance exploration

Risk Managers

  • Comprehensive risk and reporting platform (ex-ante and ex-post)
  • Dynamic computation providing instant feedback
  • What-if and scenario analyses
  • Portfolio strategy simulations
  • Internal factor models
  • Integrate with third-party risk providers

Operations/Finance/
Accounting

  • Automate reporting
  • Easily aggregate data from multiple sources
  • Enhance and synchronize all data sets
  • Advanced business logic (i.e. tagging, sectors, currencies, etc.)
  • Data validation and exception reporting
  • Innovative data management tools
  • Integrate all historical data

Compliance

  • Trade surveillance & extreme price move alerts
  • Automated post trade analytics
  • Monitor and report on investment guidelines
  • Customized policy triggers
  • Visually explore and analyze all investment data

Information Technology

  • Secure private cloud or self-hosted
  • Vendor agnostic data migration tools
  • No comingling of data
  • Compatible with multiple SSO providers
  • Configurable permissioning
  • Integrated with 50+ data providers
  • Scalable platform to grow with your business
  • Automated data workflow
The right fit

A Diversified
Offering

Lightkeeper serves the investment management industry, from hedge funds to private equity to long only and esoteric strategies.

Whatever you invest in, however you trade, our platform can handle your portfolio data with ease.

Hedge Funds

Private Equity

Long Only

Family Office

Equities

Fixed Income

Private Securities

Crypto

Why Now

A Dynamic Solution in a
Volatile World