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Built for the Stewards of the World’s Capital
Pension Funds
Their Mandate:
Secure retirement income for millions of beneficiaries.
Core Challenges:
- Funding Gaps → Demographic pressures and low yields strain long-term liabilities.
- Operational Inefficiency → Heavy reliance on spreadsheets and manual reconciliations.
- Private Markets Exposure → Difficulty tracking capital calls, valuations, and illiquidity.
- Regulatory Oversight → Trustees must demonstrate prudent, evidence-backed decision-making.
How OLTAIX™ Helps:
- Automates reconciliations and compliance reporting, reducing cost and error.
- Provides real-time visibility into private market allocations and liquidity ladders.
- Delivers board-ready foresight, improving trustee governance confidence.
Sovereign Wealth Funds (SWFs)
Their Mandate:
Preserve and grow national wealth for future generations.
Core Challenges:
- Scale & Complexity → Multi-trillion-dollar portfolios across geographies, currencies, and asset classes.
- Political Accountability → Heightened scrutiny from governments and citizens.
- Opaque Alternatives → Infrastructure, private equity, and direct investments with limited transparency.
- Fragmented Partners → Dozens of global asset managers and custodians feeding disparate data.
How OLTAIX™ Helps:
- Unifies fragmented inputs into one sovereign intelligence plane.
- Strengthens accountability with evidence-backed reporting for parliaments, ministries, and stakeholders.
- Enables forward-looking risk attribution and scenario modeling at global scale.
Insurers
Their Mandate:
Match long-term liabilities with assets under strict regulatory regimes.
Core Challenges:
- Regulatory Capital → Must meet solvency and liquidity requirements under frameworks like Solvency II.
- ALM Complexity → Aligning assets and liabilities across interest rate cycles, inflation, and risk shocks.
- Data Fragmentation → Custodians, investment managers, and actuarial systems don’t integrate easily.
- Fee Transparency → Pressure to reduce costs and prove value to policyholders.
How OLTAIX™ Helps:
- Provides integrated, real-time asset-liability insights.
- Automates reporting for solvency and regulatory capital requirements.
- Clarifies fee attribution across managers, mandates, and vehicles.
- Delivers stress testing and scenario foresight for boards and regulators.
Endowments & Foundations
Their Mandate:
Preserve capital while funding education, research, and mission-driven programs.
Core Challenges:
- Heavy Alternatives Exposure → High reliance on illiquid private equity, venture, and hedge funds.
- Liquidity Management → Balancing long-term growth with near-term payout obligations.
- Small Teams → Limited staff resources managing highly complex portfolios.
- Transparency Demands → Donors, stakeholders, and boards demand clarity on performance and costs.
How OLTAIX™ Helps:
- Provides transparent valuations and liquidity forecasting across private market allocations.
- Automates repetitive tasks, empowering lean teams to focus on strategy.
- Creates board-ready insights, increasing transparency for trustees and donors.
- Enables faster, more confident rebalancing decisions.
Family Offices
Their Mandate:
Family offices exist to preserve and grow multi-generational wealth — safeguarding legacy while aligning investments, governance, and liquidity with family values and priorities.
Core Challenges:
- Data fragmentation — Consolidating information across multiple custodians, banks, managers, and advisors into one accurate view remains difficult.
- Governance and succession — Navigating generational transitions, aligning diverse values, and ensuring long-term stewardship.
- Privacy and security — Protecting sensitive family information from cyber threats, reputational risk, and data breaches.
How OLTAIX™ Helps:
- Integrates the ecosystem — consolidates data from custodians, managers, and advisors into one accurate, real-time view.
- Enables generational governance — provides AI-powered foresight to support succession, align values, and guide long-term decisions.