GFS with Inalytics: An end-to-end solution for manager searches


Inalytics and Global Fund Search (GFS) are proud to announce a new service that integrates Inalytics’ unrivalled decision-level analysis with GFS’ extensive database of institutional asset managers. This end-to-end solution for manager searches allows asset owners to enhance their due diligence by assessing manager portfolios at the decision level on a fair, equal and unbiased basis earlier in the search process.

This new service will enable asset owners to access Inalytics’ decision-making analysis at both the long and short list stages, giving them greater visibility on how the underlying track records were generated and whether it was through luck or skill. The asset owner will gain confidence in choosing the most suitable manager for their mandate by enhancing the due diligence process and seeing the true drivers of a track record.

After initiating a mandate search on GFS’ platform, asset owners will be able to access a universe of over 5000 managers and strategies. A long list will be compiled by GFS alongside the client based on the initial mandate criteria. It is at this long list stage when Inalytics screens for levels of skill in the investment process, backed by analysis of the individual decisions a manager has made in their portfolio. This decision level analysis goes beyond historic information on exposures, style and factor. At the short list stage, Inalytics’ forensic analysis enables asset owners to evaluate every trade and understand the key drivers of an underlying track record.

On announcing the combined service, Inalytics CEO Rick Di Mascio commented “Integrating our analysis with GFS’ manager database and mandate listing service will mean a broader range of managers for our current asset owner clients’ searches, and allow us to apply our in-depth, decision level analysis to more mandates, upping the standard for due diligence across the industry.”, and Global Fund Search CEO Kasper Steen Andersen said “Facilitating a superior manager search process and analytical framework to our investor users is at the core of our business. In this context, Inalytics offers a unique service that we have seen create significant value during the selection process and being able to combine this with our platform is fantastic. It’s a classic win-win situation for our clients.”. This integration will make mandate searches easier, faster, more efficient, whilst at the same time give asset owners a more complete and fair picture of each manager’s strengths and weaknesses.

As part of the rollout, Inalytics and GFS are hosting a series of webinars: Due Diligence for the Digital Era. Register to attend here.