Portfolio data is the most powerful dataset for private investors. Yet, most investors struggle to get value out of it, with only ~15% satisfied with their current portfolio monitoring solution.

We surveyed 120+ top Fund Managers on how they manage their portfolio data.

Read the report to discover:

• How leading funds utilize their portfolio data

• Key challenges in capturing portfolio data

• Current portfolio tracking approaches & solutions used by funds

• Forward looking: New-age solutions in the AI world