REF. 001 — INSTITUTIONAL INTELLIGENCE

Information asymmetry isn't a risk to manage. It's the business you're already in.

Institutional Firms is the research and data layer built for allocators who move markets — proprietary indicators, independent analysis, and portfolio-level signal, delivered with the same rigor you apply to capital.

Research Ledger — Live 04:12:07 UTC
IndicatorAsset ClassReadingΔ 30D
Credit Dispersion IndexCorporate Credit142.6+3.8
Sovereign Term PremiumRates0.84%-0.06
Private Market DiscountAlternatives11.2%+0.4
Liquidity Coverage SignalMulti-Asset0.97x-0.02
Cross-Border Flow IndexFX & EM58.3+6.1
Updated on institutional data cycle · 38 markets · sample view
REF. 002 — THE PROBLEM

Most research is written for everyone, which means it's calibrated for no one. The signal that matters to a $40B pension differs from what matters to a macro fund — in horizon, in constraint, in the cost of being wrong.

Institutional Firms was built around a narrower premise: that allocators managing multi-decade liabilities need analysis built to that timeframe, governance that survives an audit, and data lineage that holds up in an investment committee meeting. We cover fewer things, more rigorously, for a smaller set of institutions that actually need them.

$4.2T
AUM represented across client mandates
38
Markets under continuous coverage
212
Proprietary indicators maintained
11ms
Median data delivery latency

Four disciplines, one research desk

Each function is staffed independently and reviewed cross-functionally — no single desk marks its own work.

REF. 003

Research & Analysis

Independent, publication-grade research on rates, credit, and macro regimes — written for investment committees, not newsletters.

REF. 004

Data & Signals

Proprietary indicators and cleaned third-party feeds, delivered via API or terminal, with full lineage back to source.

REF. 005

Portfolio Intelligence

Exposure, liquidity, and concentration analysis mapped against your actual mandate — not a generic benchmark.

REF. 006

Advisory & Governance

Direct access to the desk for manager selection, allocation review, and committee-ready documentation.

Built for allocators, not advisors

Every engagement starts with your liability structure and governance constraints — not a template.

Pension Funds
Endowments & Foundations
Sovereign Wealth Funds
Insurance General Accounts
Asset Managers
Family Offices

Methodology & governance

Rigor isn't a claim we make once — it's a set of standards every report and dataset is held to before it reaches you.

Multi-source validation

Every indicator is cross-checked against at least two independent sources before publication, with discrepancies flagged, not smoothed.

Audit-ready data lineage

Every figure traces back to its source and transformation history — built to hold up under your own diligence process.

Independent research desk

Research and data functions are organizationally separated from any advisory or placement activity, by design.

Committee-ready format

Analysis is written to be presented, not translated — clear conclusions, stated confidence, visible assumptions.

REF. 007 — FROM THE FIELD
"What we needed wasn't more research. It was research that assumed we had a thirty-year horizon and a board to answer to — most of what crosses our desk assumes neither."
Chief Investment Officer · North American Public Pension Plan
REF. 008 — REQUEST ACCESS

Start with a conversation about your mandate

Access is extended on a mandate-by-mandate basis. Tell us who you are and what you're managing, and the desk will follow up directly — no automated onboarding.

Response within one business day
Institutional verification required
No cost for initial coverage review
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