>> Aulexo snapshot

Fund & Portfolio Analytics

Whether it's one fund or thousands, Aulexo offers some of the most advanced quantitative technology available to help you identify and research fresh insights, uncovering risks and tapping new opportunities. From traditional and emerging statistics, ratios and measures to comprehensive simulations and scenarios, Aulexo helps your research achieve unprecedented levels of detail, discovery, aggregation and comparison.

Providing better analytics to both investors and manager, Aulexo helps improve transparency and trust, ensuring discussions, concerns or commentary between managers and investors are relevant and substantiated.

Fund analytics

  • Statistics, ratios and measures
  • Simulations and scenarios

Portfolio analytics

  • Construction, optimization and rebalancing

Strategies & peers

  • Identify, isolate and compare a fund, group of funds, or an entire strategy's quantitative properties

  • Updates and alerts on funds.
  • Screening, selection, monitoring and comparison research.
  • Portfolio analysis, construction and rebalancing.
  • Contribute information about your fund to Aulexo's fund database.
  • Investor education and communication.
  • Peer and strategy research.
  • Business development strategies.


Aulexo's powerful analytics capabilities have been used to create a number of standard reports.

Each report progressively adds more detail, more statistics, ratios and measures, more simulations, scenarios, factor, style and peer analysis, and finally advanced portfolio simulations, peers and style analysis. The reports are designed to be modular helping to ensure you get the right report for your audience and needs.

If you would like more information about Aulexo's standard reports, or if you would like to discuss your own custom reporting requirements then please get in touch.


Aulexo offers a comprehensive user interface, but in some situations it's useful to be able to programmatically connect your own systems directly with Aulexo. Our documented API module makes it easy to interface with Aulexo.

Using Aulexo's API, you are able to programmatically update fund information within Aulexo and request either single or multiple analytics for any number of funds on-demand.

Investor Relations

To help build and manage your relationship with investors, Aulexo's Contact Management functionality provides a secure, centralized platform for you to capture, update and manage all contact details across your organization. Being web-based, you can easily access your contact details in Aulexo from anywhere in the world.

Key to this is Aulexo's simplified workflow, designed to help provide you with the right information, at the right time. With Aulexo's feature rich notes and task helping make sure important meetings are documented, and follow-up completed on time, and with fully-integrated Content Management you are able to grant, control and monitor investor access to Aulexo, your website and email subscriber lists.


Managers committed to open and transparent relationships with their investors understand the importance of accurate, effective and timely communication. Aulexo provides a single, integrated platform for helping create, maintain and developing effective communication with investors: past, present and future.

Centrally capture, update and distribute fund details, performance and documentation while simultaneously providing the ability for invited guest investors to access Aulexo and analyze the fund for themselves. Full permission control and audited access mean you have complete visibility, helping you with compliance-related control and information audit logs.

Aulexo provides comprehensive email and website integration that is easy to set up. Sending out email updates, managing subscriber lists and tracking receipt is straightforward using our feature-rich email campaign functionality.


Sharing information securely is at the heart of Aulexo. From descriptive, economic and performance details of a fund, to commentary provided though website, newsletter and email updates, Aulexo facilitates open and transparent relationships.

The integrated Document Repository allows you to bring together documents from across your organization and store them in a single, central repository, minimizing the risk of important documents being misplaced, or of distributing an out-of-date version. Designed with security in mind, Aulexo's Document Repository configurable settings allow you to control and monitor every activity of your documents. You can control who can view, modify and delete your documents, and Aulexo can even send email notifications when document-related activities occur.

Secure your documents in a centralized location and yet share them with those you need to: from investor presentations and manager resumes to Offering Memoranda, Private Placement and ISDA agreements. Aulexo allows you to connect share, update and manage documents across the globe, facilitating a simplified and collaborative workflow.