Portfolio intelligence
Analytics
Consolidated performance, exposure, and benchmark context from your program accounting and reporting systems.
As of last close · USD · Mark-to-market · Jul–Dec 2025 · monthly · consolidated sleeve book (USD)
Net asset value
Trailing 12 months through Dec 2025 · same book as headline KPIs
Income (TTM)
Trailing 12 months through Dec 2025 · same book as headline KPIs
Realized P&L (YTD)
Trailing 12 months through Dec 2025 · same book as headline KPIs
Volatility (ann.)
Trailing 12 months through Dec 2025 · same book as headline KPIs
Net asset value vs. benchmark
Indexed · Gross of fees on platform side · Jul–Dec 2025 · monthly · consolidated sleeve book (USD)
Exposure by sleeve
Policy weights · As of 31 Dec 2025 · policy weights at month-end
- Fine art & collectibles38%
- Structured notes27%
- Custody / vault22%
- Liquidity & cash13%
Monthly return distribution
Uses the same six month-end observations as the NAV chart (Jul–Dec 2025 · monthly · consolidated sleeve book (USD)); bar height is indexed level (tooltip shows modelled % move vs. prior month).