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Linedata Investment Data Analytics. Identify opportunities faster, make better decisions, and scale your business.

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Financial data analytics are just the beginning

Simple

Do what you do best

Save 40% of your analysts’ time with near real-time access to accurate information, validated data, and financial analysis.

Extend your in-house capabilities and your working day while freeing your team to focus on core activities. Our AI/ML-powered solution provides on-demand idea validation and is delivered by experienced CFAs, MBAs, FRMs, and investment analysts.

Grow business

Achieve scale and velocity

Win time to chase the latest opportunities, enter new markets, and follow through on your best and brightest ideas.

As an extension of your team, we’ll help you scale quickly with financial data analytics that provides the agility to scale, respond to dynamic market events, and redeploy in-house resources toward critical investment and decision-making activities.

Report

Trust the choice of investment experts

Our client portfolio includes long-term engagements with your peers across the investment industry. Referenceable clients include CLO managers; credit, hedge, and PE funds; and insurers.

Our talented teams apply finance expertise and operational best practice gained on or working with the trading desks of bulge bracket investment banks and other leading institutions.

Close deals faster and gain competitive edge with AI/ML

 

Learn how to supercharge your research, analysis, and decision-making processes in this white paper.

 

Gain time, insight and analysis to focus on growing your business

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Cognitive Investment Data Management

Win time to grow revenue and achieve operational efficiencies. Our proprietary AI/ML-driven solution delivers intelligent insights that truly add competitive edge – enabling you to make smarter decisions and scale your business without adding applications or overhead.

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Portfolio monitoring and maintenance

Do you and your investors have the information they need to understand the support portfolio’s risk profile? Ensure a 360-degree view of your portfolio with our pre-trade and post-trade portfolio monitoring and analytics service.

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Model validation and valuation support

Apply our analytical expertise across your capital structure. Our model development services include financial, valuation, deep-dive investment analysis, and complex structured credit models. We validate portfolio risk models, and perform scenario and stress tests, and cap structure, recovery, and covenant analysis.

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Investment idea validation

Test your investment ideas and enhance due diligence with expert support from our certified financial analysts. We’ll develop and/or maintain what-if scenarios, special situation impact analysis, and stress/scenario analysis to validate ideas, enabling you to make sound investment decisions faster.

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Investment data intelligence

Our on-demand analysis of investment data spans deal pipeline, new issuance, sector/market intelligence, custom opportunity screeners and more. Unshackled from information gathering tasks, your investment team will be freed to uncover profitable new opportunities and make intelligent, informed decisions.

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Market risk analysis, scenarios, and stress tests

Risk-as-a-Service helps you monitor portfolio risk, dynamically stress test portfolios, and perform what-ifs and scenario analysis across asset classes, markets, and investment strategies.

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Performance attribution and portfolio analytics

Gain a deeper understanding of your portfolio’s performance characteristics. Analysis includes performance, key rate duration, Brinson-Fachler, theme and currency, benchmark, and factor-based attribution; fund peer group analysis; performance tracking, and reporting.

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Risk and regulatory reporting

Don’t get sidetracked by ever-expanding reporting requirements. Our analysts manage daily and ad hoc needs, including Form PF, AIFMD and OPERA.

Data Management_Icon

Cognitive Investment Data Management

Win time to grow revenue and achieve operational efficiencies. Our proprietary AI/ML-driven solution delivers intelligent insights that truly add competitive edge – enabling you to make smarter decisions and scale your business without adding applications or overhead.

portfolio_Icon

Portfolio monitoring and maintenance

Do you and your investors have the information they need to understand the support portfolio’s risk profile? Ensure a 360-degree view of your portfolio with our pre-trade and post-trade portfolio monitoring and analytics service.

PolicyControls_Icon

Model validation and valuation support

Apply our analytical expertise across your capital structure. Our model development services include financial, valuation, deep-dive investment analysis, and complex structured credit models. We validate portfolio risk models, and perform scenario and stress tests, and cap structure, recovery, and covenant analysis.

Checkfile_Icon.svg

Investment idea validation

Test your investment ideas and enhance due diligence with expert support from our certified financial analysts. We’ll develop and/or maintain what-if scenarios, special situation impact analysis, and stress/scenario analysis to validate ideas, enabling you to make sound investment decisions faster.

Pie chart_Icon

Investment data intelligence

Our on-demand analysis of investment data spans deal pipeline, new issuance, sector/market intelligence, custom opportunity screeners and more. Unshackled from information gathering tasks, your investment team will be freed to uncover profitable new opportunities and make intelligent, informed decisions.

Risk_Icon

Market risk analysis, scenarios, and stress tests

Risk-as-a-Service helps you monitor portfolio risk, dynamically stress test portfolios, and perform what-ifs and scenario analysis across asset classes, markets, and investment strategies.

Statistics_Icon

Performance attribution and portfolio analytics

Gain a deeper understanding of your portfolio’s performance characteristics. Analysis includes performance, key rate duration, Brinson-Fachler, theme and currency, benchmark, and factor-based attribution; fund peer group analysis; performance tracking, and reporting.

Files_Icon

Risk and regulatory reporting

Don’t get sidetracked by ever-expanding reporting requirements. Our analysts manage daily and ad hoc needs, including Form PF, AIFMD and OPERA.

 

Linedata’s solution seamlessly complements my team, providing an excellent means for extending our coverage.

COO
 Portfolio Manager, Fund Manager with $10BN+ AUM

Factsheet
Investment Data Analytics
Services

Giving you more time, insight and analysis so you can focus on managing your investments and growing your
business.
 

Download

Factsheet
Cognitive Investment Data
Management

AI-powered front office data management solution for traditional, alternative, and private
market shops.
 

Download

Brochure
Linedata Global
Services

Reimagine your operations. Transform your business. An introduction to Linedata
Global Services.
 

Download

Insights

Act now to strengthen your front office data analytics processes.