For Home Offices
Support your portfolio construction and monitoring with data-driven and real-time insight.
The Challenge
Incorporating Evergreen products into client portfolios requires ongoing, standardized and independent data. Today, Evergreen information comes directly from fund managers in inconsistent formats. Without independent verification and ad hoc research, research teams are forced to make recommendations based on incomplete and possibly biased information.
What we hear from home offices
The operational gaps that slow down Evergreen adoption
Rolling out and getting adoption of alternatives products remains a critical barrier.
Incomplete view
Evergreen investment providers and research platforms are missing large parts of the Evergreen market.
How Sekond solves it
Sekond uses regulatory filings to deliver the most comprehensive market coverage. We track all Evergreen funds registered to market in the United States and standardize how you look at these funds — so your team can evaluate and compare funds consistently and across the market.
Ongoing monitoring
Monitoring today relies on periodic manager updates that “sell-in” material changes in portfolio composition, liquidity flows or return profile.
How Sekond solves it
Sekond continuously tracks fund disclosures and surfaces and analyzes changes in real-time, giving your team early alerts on strategy drift, fund liquidity shifts and performance drivers.
Independent data
Regulators require documented, repeatable due diligence processes — but most research teams lack an independent data layer to decisions.
How Sekond solves it
Sekond provides independent, data-driven ratings that update continuously to give compliance teams the documentation they need to demonstrate rigorous, consistent oversight.
Product Preview: Fund Analytics
Morningsun Credit Fund