Achieving a Total Portfolio View with Bloomberg PORT and Canoe
Investors are managing more of their capital in private funds than ever, yet the data still arrives late, in inconsistent formats, and disconnected from the public holdings it needs to sit alongside. This webinar shows how a certified integration between Canoe Intelligence and Bloomberg brings validated private fund data directly into PORT Enterprise, so public and private investments can be analyzed together for enhanced risk and allocation decisions.
If you are already registered for this event you can watch the live session here:
https://events.bloombergevents.com/9A29QP
Discussion Topics:
The private fund data gap — Why cash flows, positions, and holdings still take hours of manual mapping and entry each quarter, and why that keeps private assets siloed from the rest of the portfolio
A certified, automated integration — How Canoe collects, extracts, and normalizes private fund data and delivers it into PORT Enterprise, using FIGI as a consistent, open fund identifier to reduce manual mapping.
What a total portfolio view makes possible — Running cross-asset risk and scenario analysis with Bloomberg's MAC3 model, benchmarking against alternative indices, and comparing private fund metrics alongside traditional time-weighted returns, all in one place.