Media

December 7, 2020

Watch the Hedge Interview - Automating Data Management for Investors

In this episode of the Investor Views series, Ryan Kalish and Jennifer Bruno discuss how institutional investors are becoming more data-driven, how Allocator’s product developments are a direct result of client requests for data technology solutions and Allocator’s new alliance with Morningstar. We also talked about the importance of communication and how…

December 7, 2020

How to find quality companies to invest in Healthcare and Biotech?

2020 has proven to be a volatile year for investment managers due to COVID-19. The emergence of new biotech and healthcare companies have tested their strategies even more than before. Lockdowns have adversely impacted global markets, and as a result, Allocators have had to weather the storm of turbulent times. Managers have adapted their strategies in…

December 7, 2020

Three potential pitfalls of not adopting the 2020 GIPS® standards

In our last blog, Olivier Lebleu, Senior Director of Institutional Relations, EMEA and Iain McAra, Director, Global Investment Performance Standards, EMEA at CFA Institute discussed the benefits of the updated 2020 GIPS® standards for alternatives managers and capital allocators. In this blog, they focus on the potential pitfalls of not adopting the…

December 7, 2020

The 2020 GIPS®: Expanding Adoption for Managers & Allocators

Alternatives managers haven’t always been open to embracing the GIPS® standards, but that could be set to change with the 2020 update. For the first part of a two-part blog, we spoke to Iain McAra, Director, Global Investment Performance Standards, EMEA and Olivier Lebleu, CFA, Senior Director of Institutional Relations, EMEA from CFA Institute, to…

June 24, 2020

Allocator Secures Significant Investment from Morningstar, Inc.

We are proud to announce that Allocator has secured a significant amount of growth capital from the leading provider of independent investment research, Morningstar, Inc. (NASDAQ: MORN), in exchange for a minority stake in our company.

June 9, 2020

Allocator CEO Ryan Kalish appears on CNBC Street Signs

Allocator Founder & CEO Ryan Kalish speaks about the Investors Choice Awards 2020 and trends in the hedge fund industry.

January 30, 2020

Allocator invited to represent UK Government Fintech Trade Mission to Switzerland

Her Majesty’s Government invited Ryan Kalish, Founder of Allocator, to make a presentation at the fifth UK FinTech Mission to Switzerland. Representatives from various Swiss financial institutions were in attendance.

September 18, 2018

Allocator launches Private Equity Module

Allocator is now the single solution where you can track all your fund investments, risk exposures and performances contributions across asset classes.

May 10, 2018

Preqin data now available on Allocator platform

The integration of Preqin data within the Allocator platform will allow our clients the ability to combine an external database with the private data that their invested funds pipe into Allocator.

March 13, 2018

Allocator co-founder Ryan Kalish appearance on CNBC Squawk Box

Allocator co-founder Ryan Kalish speaks about the Investors Choice Awards and trends in the hedge fund industry.

December 8, 2017

Allocator co-founder Ryan Kalish appearance on CNBC Squawk Box

Snippet of a wider discussion about the hedge fund industry along with Lars Kalbreier, CIO at Vontobel and Francesco Curto, Managing Director at Deutsche Bank.

June 14, 2017

Ledgex Systems Partners with Allocator

Ledgex Systems, a provider of portfolio and research management solutions for the alternative and institutional investment industries, is partnering with Allocator to provide clients streamlined and standardised access to fund information.