Case Study: AssetMetrix modernizes asset servicing and expands globally with Preqin

AssetMetrix Modernized the Asset Services Industry to Establish itself as a Global Business

AssetMetrix, a German fund administrator serving private capital investors, wanted to modernize an industry still heavily reliant on Excel and limited market transparency. As it shifted from a fund of funds manager to a tech-enabled asset servicing platform, it needed reliable private markets data to support portfolio monitoring, risk analysis, cash flow forecasting, benchmarking, and business development. To meet this need, AssetMetrix turned to Preqin Pro and Preqin Insights.

With Preqin, AssetMetrix built statistical forecasting models using historical cash flow, deals, exits, fund performance, and fund terms data, while also using investor data to identify new business opportunities and track market trends such as ESG. Preqin’s coverage and support helped AssetMetrix gain deeper transparency into private markets and scale its business, growing to more than €12bn in assets under administration and servicing over 1,500 funds, while also supporting its international expansion through a partnership with BNP Paribas Securities Services.

AssetMetrix

Kevin Gruber

Managing Director