BST Awards 2022: Best buy-side portfolio analysis tool—Oxane Partners

Product: Oxane Panorama

Overview

Oxane Panorama is a multi-asset portfolio analysis solution that supports portfolio management, risk analytics and reporting for buy-side firms investing in private markets. The platform helps firms break data silos and transition to a unified portfolio view across the investments they manage. It enables buy-side firms to promote transparency and investor confidence by providing access to limited partnerships for reviewing portfolio performance and access to investment data at all times.

“We consider the custom reporting module of Oxane’s platform to be very effective as it brings out an investor’s perspective in analyzing a portfolio. It allows you to create complex portfolio analytics while allowing a drill-down at each level. The team’s expertise in understanding and managing complex datasets, interfacing with external counterparties to ensure ongoing data updates are validated and accurate before onboarding, is remarkable. Oxane’s team has allowed us to look at more opportunities while still maintaining the rigor of our investment process.”
Partner, global investment firm with over $100 billion under management

What problem does it address?  

By combining Oxane’s expertise with technology, it addresses data management, portfolio monitoring, investment analytics and reporting requirements of buy-side firms, providing them with a customizable solution that meets their needs.

Secret sauce 

Oxane has three core pillars: acting on behalf of clients as their data custodians, helping them leverage a technology platform, and enabling smoother investment operations with its team of domain experts. This becomes an enabler for clients in adopting technology and working with a team that is flexible and knowledgeable in managing complex investments.

Recent milestones

  • Stress testing: Buy-side firms can run stress tests on their portfolio returns against market events, currency risks, interest rate hikes and inflation fluctuations on Oxane Panorama.
  • Scenario builder: One-click, what-if analyses on multiple parameters across users’ investments in various asset classes with different model structures and data formats
  • Leverage management: Oxane’s allocation analysis feature helps firms analyze and optimize the levered internal rate of return across leverage providers and automates the reporting from various banks in a timely fashion.
“Buy-side firms have long desired a technology solution that is flexible enough to support the diversity of their private markets deals but robust enough to maintain tight portfolio controls. We aim to bridge that gap by helping them transform their portfolio management processes with Oxane Panorama’s flexible technology architecture to enhance transparency, data integrity, and portfolio monitoring and analytics.”
Kanav Kalia, chief sales and marketing officer, Oxane Partners

Future objectives 

  • Leveraging blockchain technology: Oxane is exploring blockchain technology for enhancing data management, security and information sharing.
  • Expanding integration: The firm is expanding integrations with clients’ systems and reference and benchmarking data sources.
  • Multi-lingual support: It is working on expanding its multilingual capabilities.

Why they won 

Oxane Partners wins this year’s best buy-side portfolio analysis tool category thanks to its Oxane Panorama offering, a multi-asset portfolio analysis platform that supports portfolio management, risk analytics and reporting for buy-side firms investing in private markets (equity or debt of firms not listed on a stock exchange). Recent enhancements to the platform include support for stress tests and a “what-if” analysis tool, while the firm’s plan to include blockchain technology around its data management, security and information sharing functions is likely to prove appealing to the buy side.

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