Case Study: Georgia Tech Foundation achieves real-time portfolio clarity with Solovis Risk Analytics

Georgia Tech Foundation moves to real-time portfolio clarity with Solovis for its $2.3 billion portfolio

The Georgia Tech Foundation, Inc., a $2.3 billion endowment, faced the challenge of managing portfolio risk with reactive, spreadsheet-based processes that were difficult to update regularly. Their existing methods lacked sophistication and real-time clarity, especially for understanding true exposures and risks across all asset classes. Seeking a better solution, they partnered with their existing vendor, Solovis, to leverage its developing Risk Analytics product.

Solovis implemented its positions-based Risk Analytics platform, which was built and refined in close collaboration with the Georgia Tech Foundation team. This provided real-time insights into volatility, factor exposures, and risk contributors, which proved vital during the market volatility of early 2020. The solution moved the foundation off spreadsheets for good, resulting in greater trust in the data, better overall portfolio management, and an ongoing research partnership with the Solovis team.

Georgia Tech Foundation, Inc