What challenges are we facing?
Improved performance
control & interaction
Management teams, investors and other stakeholders are demanding more control, transparency, interaction and track record in performance measurement at strategic fund and portfolio level.
Deeper analysis of operational and fund level performance data
So far, the industry has mainly been focusing on performance at operational property and asset management level. This mostly generates operational data such as cash flows, returns, property values, vacancy rates and other performance indicators from budgeting and forecasting processes.
Insight in performance implications of ESG investments
The importance of ESG will increase further in the near future. Investors require more detailed performance-related information on and analyses of ESG-related investments and expenses. We believe that connecting ESG activities to Performance Management is of critical value to management teams in real asset investment companies.
Our solutions
Performance Planning & Control Cycle
We believe Real Asset Investment Companies should primarily focus on their internal strategic Fund & Portfolio expectations.
So far, the industry has mainly been focusing on performance at operational property and asset management level. This mostly generates operational data such as cash flows, returns, property values, vacancy rates and other performance indicators from budgeting and forecasting processes.
Furthermore, automated calculation, registration and analysis will enable users to set their internal benchmark for comparing assets and portfolios against indicators such as returns, cost structures and other financial and real asset ratios.
Calculate and analyse what really matters
FundStar is state of the art software focusing on strategic fund performance management. We calculate and analyse what really matters. FundStar gives meaning to fund and operational performance data. Starting from the top (Fund & Investor) we drill down through portfolios, regions, accounts and assets to the underlying contributing components.
But what is the impact of such operational data on a fund or portfolio? And what does an asset or portfolio return of 6% mean if it is neither broken down further into contributing components nor compared to initial mid- and long-term expectations?
Attribution analysis in a couple of clicks
We have developed smart, powerful calculation algorithms that enable our users to carry out state of the art performance attribution analysis. In three easy steps, FundStar provides valuable insights and analytics, no matter how complex or how large the fund or portfolio. This is done by calculating and analysing the composition of operational performance data and indicators and comparing them to the initial mid-term and long-term expectations of management boards, investors and other stakeholders.
What are we offering?
Increase control & transparency
Improve the performance planning & control cycle
Strong performance interaction with colleagues, investors and other stakeholders leading to improved decision making and shared insights
Substantially improved capital raising process by easily and effectively demonstrating track record to potential and existing investors
Improved sustainability and ESG processes through better understanding of the financial performance implication of sustainable decisions / investments
High quality of data and data validation
Client Cases
Real Estate Investment Management: Altera
Cyril van den Hoogen – CFO Altera: “FundStar connects. We are more in control on the origins of our portfolio performance. Due to the insights FundStar delivers, interaction on performance outcomes is easy and effective.”
Real Assets: Orange Investment Management
Jouke Schneider, Director Orange IM: “Orange IM can increase control and transparency with the innovative software FundStar offers, improving the operational excellence in management and investor reporting.”
