Asset Owners & Insurers
The Independent Data Layer for Fiduciary Oversight and Total Portfolio View
Regain control of your data. Validate external manager reports, aggregate risk across public and private markets, and fulfill your Net Zero commitments with a single, independent source of truth.
The Challenge
Asset Owners are legally responsible for the "Total Portfolio" risk, yet they often lack a "Total Portfolio" view. You rely on reporting from dozens of external managers, each using different data vendors, scoring methodologies, and estimation models. Trying to aggregate these inconsistent reports into a single view of Climate Risk or Carbon Footprint is a mathematical impossibility.
This creates a dangerous blind spot. You cannot effectively exercise your stewardship duties or hold managers accountable if you cannot independently verify their claims. When an external manager reports a "Low Carbon" portfolio, how do you verify the underlying figures without relying on their own proprietary math?
Furthermore, a significant portion of your risk lies in Private Markets and alternative assets, where data is notoriously scarce. Relying on "proxies" for your private equity or infrastructure allocations leaves huge gaps in your regulatory reporting and exposes the fund to systemic risks that standardized vendor models fail to capture.
Why Tracenable
A Data Partner for the "Universal Ownerā
Tracenable acts as your independent auditor of data. We provide the raw, unbundled primitives necessary to harmonize data across your external managers, audit their performance, and close the coverage gap in your private assets.
Independent Manager Validation
Trust, but verify. Don't rely solely on manager-reported aggregated stats. Use our raw data to "look through" to the underlying holdings of your external funds, independently validating their ESG claims and checking for greenwashing or style drift.
Total Portfolio Aggregation
One methodology for the whole fund. Ingest standardized, raw metrics (e.g., Scope 1-3, Revenue Intensity) that can be mathematically summed across your Public Equity, Fixed Income, and Co-investment portfolios, creating a unified view of risk.
Net Zero Stewardship Tracking
Move from "Pledges" to "Policed." Track the actual real-world decarbonization of the companies in your portfolio against their SBTi targets. Identify which portfolio companies are failing to transition and direct your stewardship team (or external managers) to engage where it matters most.
Data Sovereignty & Warehousing
Own your risk data. Stop renting access through terminal seats. Our enterprise licensing allows you to feed raw data directly into your internal risk systems and data warehouses, building a permanent, historical asset for the fund's long-term beneficiaries.
Independent Manager Validation
Trust, but verify. Don't rely solely on manager-reported aggregated stats. Use our raw data to "look through" to the underlying holdings of your external funds, independently validating their ESG claims and checking for greenwashing or style drift.
Total Portfolio Aggregation
One methodology for the whole fund. Ingest standardized, raw metrics (e.g., Scope 1-3, Revenue Intensity) that can be mathematically summed across your Public Equity, Fixed Income, and Co-investment portfolios, creating a unified view of risk.
Net Zero Stewardship Tracking
Move from "Pledges" to "Policed." Track the actual real-world decarbonization of the companies in your portfolio against their SBTi targets. Identify which portfolio companies are failing to transition and direct your stewardship team (or external managers) to engage where it matters most.
Data Sovereignty & Warehousing
Own your risk data. Stop renting access through terminal seats. Our enterprise licensing allows you to feed raw data directly into your internal risk systems and data warehouses, building a permanent, historical asset for the fund's long-term beneficiaries.
Exercise your fiduciary duty with open eyes.
See how Tracenable gives Asset Owners the independent evidence needed to oversee managers and manage
long-term systemic risk.