Family offices

Keep concentrated positions under review.

Research concentrated positions, follow key names on schedule, and keep every decision with your team. Itoflow keeps a work record you can inspect.

Standing watch on concentrated positions

The names and exposures that matter run as standing Monitors: news, moves and risk questions reported on your schedule.

Work through complex questions

In Research, work through public and supplied evidence with code and quantitative tools, and carry mandate, limits and prior work into later reviews.

Nothing moves without you

Monitors run continuously between reviews; Research runs when you ask a question. Either way, actions stay with people, and every result keeps its evidence, checks and a work record you can inspect.

A portfolio overview with value, Sharpe and drawdown measures, and a factor decomposition showing how much risk comes from the market, single stocks, sectors and styles — A portfolio’s risk decomposed by factor and name: how much sits with the market, how much with single stocks, sectors and styles. Concentration is measured rather than guessed, and every number keeps its work record.

Start with one research question.

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