Performance & Risk Analytics' Private Exchange™ enables investment advisors to effectively track and manage investment data for private equity portfolios consisting of venture capital, limited partnerships, direct investment in private companies and real estate.
With Private Exchange™ you receive:
- An analytical depiction of your partnerships with access to comprehensive information about individual investments, groups of investments and your entire portfolio.
- Streamlined online investment reporting for quarter-end costs and valuations.
- Enhanced reporting and analysis, leveraging critical data with a range of online reports and analysis tools:
-Terms and conditions
-Transactions and valuations
-Vintage year internal rates of return
-Contacts and offerings
-Portfolio company information
CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks.