Case Study: Bardos achieves institutional-grade portfolio monitoring and expanded capacity with Nasdaq's Solovis platform

Family Office Uses Solovis’ Performance Monitoring to Transition to a Family Foundation

Bardos, a California-based family office transitioning into a philanthropic family foundation, needed an institutional-quality portfolio management and analytics solution to meet grant-making requirements and achieve top-tier, risk-adjusted returns with a small team. After an RFP process they selected the Solovis platform — a solution featured by Nasdaq — to address blind spots in benchmark-relative performance measurement and to free up team capacity for strategic initiatives.

Using Solovis (as showcased by Nasdaq), Bardos implemented a centralized analytics and workflow system that improved data timeliness, accuracy, and transparency, enabling more informed investment discussions and decision-making. The platform reduced manual effort, expanded the team’s operational capacity, and made it possible to move from quarterly to monthly book closes; Bardos is also adding Analyst Services and a dedicated hire to fully leverage Solovis’ capabilities.

Bardos

Talin Wauchope

CFA Vice President