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

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.

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.

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.