CRM, RESEARCH, AND PORTFOLIO MANAGEMENT SOFTWARE FOR ENDOWMENTS AND FOUNDATIONS

Endowments and foundations face many unique challenges. To achieve their desired objectives, they need to perform adequate due diligence, research and manage their portfolios, optimize the data they demand and receive from managers, and monitor and report to their stakeholders. At Backstop, we have specifically architected our solutions around these needs. Our holistic platform is designed to help Chief Investment Officers optimize every step in the investment process, maximize their team’s time, and gain actionable insights from their data.

GAIN INSIGHT

Connect qualitative and quantitative information to drive insights into multi-asset class portfolios

BOOST COLLABORATION

Break down organizational silos using a single platform for research management, on-going due diligence, and portfolio management

INCREASE EFFICIENCY

Help your team spend more time on higher-value activities, and less time manually pushing data around

Solution Brief for Endowments and Foundations

SOLUTION BRIEF: ENDOWMENTS & FOUNDATIONS

Read more about Backstop’s comprehensive suite of productivity software solutions for endowments and foundations.

resource-whitepaper-mercer-2020-institutional-investor

REPORT: 2020 INSTITUTIONAL INVESTOR PRODUCTIVITY STUDY

In this Backstop-Mercer research, we present our findings on the demands on institutional investors’ time — and where there may be room for improvement.

Solutions for Endowments & Foundations Investment Teams

Leverage the information and insights you need to achieve success! Backstop’s solutions for Endowments & Foundations help you optimize your portfolio and research management activities and enhance your reporting capabilities – all while enabling collaboration, boosting transparency, enhancing risk mitigation, and safeguarding intellectual capital.

Backstop Research Management

Backstop combines data, document management, and reporting tools to streamline multi-asset class manager research processes, driving efficiency and helping retain the history of invaluable ideas and knowledge in a single source of truth.

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Backstop Portfolio Management

Ideal for tracking and monitoring private investments, Backstop’s portfolio management solution enables plan sponsors to monitor subscriptions and redemptions for investments, manage all capital commitment structures for illiquid investments, model cash flow projections, and track and report on complex liquidity terms, calculations, and scenarios.

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Solutions for Endowments & Foundations Operations Teams

Let us do the heavy lifting for you. Backstop gets you the data and insights you need so that your processes and decisions become more agile, informed, and efficient.

Backstop IntellX

No more manual fetching, downloading, and uploading your manager communications. Take advantage of AI-driven, straight-through processing of fund documents and transactions into Backstop.

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Backstop Custodian Connect

Backstop Custodian Connect combines custodian data collection, validation, and reconciliation tools to automate and optimize your custodial intake process. With accurate, real-time data at your fingertips, you can ensure your investments stay on track.

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Backstop Integrator

Backstop Integrator empowers you to connect your diverse systems and applications with the Backstop platform, breaking down silos so data can flow freely within your organization. Having a single source of truth that gives you a reliable, timely, comprehensive view of your world leads to informed decisions that drive positive outcomes.

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Backstop BarclayHedge

For endowments and foundations looking to source new hedge funds, CTAs, and funds of funds, Backstop's acquisition of BarclayHedge puts the industry's highest-quality source of alternative data at your fingertips.

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Prebuilt Integrations

Backstop works with the industry's most trusted data providers to bring their data into our platform, where you can access it at your fingertips for streamlined workflows. These include Preqin, HFR, HFM, BarclayHedge, MercerInsight, MSCI, EurekaHedge, and more.

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Accounting Solutions for Endowments & Foundations

Backstop Accounting establishes a single source of truth for all accounting and portfolio data, streamlining accounting processes and mitigating operational, fiduciary, and investment risks.

Backstop Accounting

Backstop Accounting is purpose-built for investment offices supporting endowments and foundations with mixed portfolios of hedge funds, private equity funds, and marketable securities. The solution provides easy access to accounting and performance data for all asset classes, facilitates the management of partnership and portfolio activity across complex entity structures, and supports best practices for multi-asset class, multi-currency partnership and portfolio accounting.

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