PORTFOLIO MANAGEMENT
Predictive Intelligence
An AI-based cash pacing and commitment planning solution designed to forecast portfolio outcomes and improve asset allocation planning.
Track cash flows, optimize future commitments, and manage risk across your private markets portfolio.
CEPRES Predictive Intelligence is an AI-based portfolio simulation, forecasting, and planning tool that reduces the impact of market timing and conditions on portfolio returns, risks, cash flow pacing, and related fees or guideline breaks. It provides a more accurate forecast of when capital calls and distributions will occur, helping investors manage their cash flows, minimize the impact of capital commitments on portfolio management, and improve their risk management.
Because of the uncertainty surrounding future commitments, calls, and distributions, maintaining a steady NAV in diverse market conditions presents a unique challenge in private market portfolio construction. Investors need smart models to optimize their portfolio and discover in real-time how their NAV, net cash, and returns play out.
Because if you don't have CEPRES, you don't know.
Features
Portfolio Management Solutions
Analysis Builder
Unlimited data and analysis customization of CEPRES’ look-through data across all portfolio levels.
Due Diligence
Customizable, automated track record analysis with fund, deal, and operating-level benchmarking to enhance underwriting decisions.
Portfolio Monitoring
Portfolio look through, performance analytics, benchmarking, and risk analysis enriched by the industry’s best private market data set.
Analysis Builder
Unlimited data and analysis customization of CEPRES’ look-through data across all portfolio levels.
Due Diligence
Customizable, automated track record analysis with fund, deal, and operating-level benchmarking to enhance underwriting decisions.
Portfolio Monitoring
Portfolio look through, performance analytics, benchmarking, and risk analysis enriched by the industry’s best private market data set.
Featured Content
The PE industry has grown rapidly over the last two decades, recording an extraordinary increase in funds raised, fund size, deal volume, and overall deal size. But a perennial challenge – illiquidity – has remained largely unresolved, until now.
The Solactive CEPRES US Private Equity Industry Replicator Index is a new approach that provides return exposure to the return profile of buyout funds focused on North America.
This new replication approach, based on reweighting publicly listed equities, can deliver a similar performance to the North American private equity sector.
Insights
Family Office LPs: Overcoming Challenges in Private Capital Investment
Family offices face unique challenges in investing in private capital, particularly when balancing financial returns with multi-generational legacy. Active involvement in managing investments can increase the risk of emotional decision-making and asset concentration.
For those investing in private capital markets, a portfolio management solution with proprietary private market data is key to tracking and managing investments effectively. Unlike public markets, private market assets require specialized insights for accurate performance and risk assessment.
Download our whitepaper to discover how advanced portfolio management and data-driven solutions can enhance your investment strategies.
Achieving Private Capital Returns to Fund Missions for Endowments and Foundations
Download our whitepaper now to explore effective strategies for balancing financial sustainability and mission-driven goals. Learn how endowments and foundations can leverage advanced tools to navigate market volatility, optimize investments, and maximize impact in 2025 and beyond.
Securing Private Market Investments to Meet Liquidity Obligations: A Guide for Insurance Companies
Download our comprehensive guide today to discover strategic approaches for securing private market investments amidst 2025's financial challenges. Equip your insurance company with the tools to navigate regulatory demands, mitigate risks, and maximize returns in a volatile market environment.
Family Office LPs: Overcoming Challenges in Private Capital Investment
Family offices face unique challenges in investing in private capital, particularly when balancing financial returns with multi-generational legacy. Active involvement in managing investments can increase the risk of emotional decision-making and asset concentration.
For those investing in private capital markets, a portfolio management solution with proprietary private market data is key to tracking and managing investments effectively. Unlike public markets, private market assets require specialized insights for accurate performance and risk assessment.
Download our whitepaper to discover how advanced portfolio management and data-driven solutions can enhance your investment strategies.
Achieving Private Capital Returns to Fund Missions for Endowments and Foundations
Download our whitepaper now to explore effective strategies for balancing financial sustainability and mission-driven goals. Learn how endowments and foundations can leverage advanced tools to navigate market volatility, optimize investments, and maximize impact in 2025 and beyond.
Securing Private Market Investments to Meet Liquidity Obligations: A Guide for Insurance Companies
Download our comprehensive guide today to discover strategic approaches for securing private market investments amidst 2025's financial challenges. Equip your insurance company with the tools to navigate regulatory demands, mitigate risks, and maximize returns in a volatile market environment.