PEF Services launches ViewPoint investor portal
11 September 2019 New Jersey
Image: Shutterstock
PEF Services has gone live with ViewPoint, an investor portal designed specifically for private capital investors.
With ViewPoint, investors can drill down into data specific commitments, contributions, distributions, capital accounts, and fund performance.
Additionally, they can access interactive dashboards to see fund details, including vintage year, fund strategy, total commitment, unfunded commitment and a range of performance metrics.
Investors can also export information for further analysis and reporting.
According to PEF Services, it developed the portal in response to its clients and their investors who indicated that one of their greatest challenges was transparency.
Anne Anquillare, chartered financial analyst and CEO of PEF Services, said: “We developed ViewPoint for our clients and their investors that are looking for a purpose-built portal that delivers greater visibility and real-time access to underlying investment performance data sourced directly from the books and records of the fund.”
Hank Boggio, senior managing director and chief revenue officer, PEF Services, commented: “ViewPoint enables general partners to differentiate their service and demonstrate the highest levels of transparency and professionalism to their limited partners. ViewPoint validates PEF’s business strategy and vision by delivering the digital experience investors demand, while freeing fund managers to focus on value creation.”
With ViewPoint, investors can drill down into data specific commitments, contributions, distributions, capital accounts, and fund performance.
Additionally, they can access interactive dashboards to see fund details, including vintage year, fund strategy, total commitment, unfunded commitment and a range of performance metrics.
Investors can also export information for further analysis and reporting.
According to PEF Services, it developed the portal in response to its clients and their investors who indicated that one of their greatest challenges was transparency.
Anne Anquillare, chartered financial analyst and CEO of PEF Services, said: “We developed ViewPoint for our clients and their investors that are looking for a purpose-built portal that delivers greater visibility and real-time access to underlying investment performance data sourced directly from the books and records of the fund.”
Hank Boggio, senior managing director and chief revenue officer, PEF Services, commented: “ViewPoint enables general partners to differentiate their service and demonstrate the highest levels of transparency and professionalism to their limited partners. ViewPoint validates PEF’s business strategy and vision by delivering the digital experience investors demand, while freeing fund managers to focus on value creation.”
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