Case Study: Reed College gains deeper portfolio insight with Solovis Risk Pro

Reed College speeds manager evaluations from hours to minutes with Solovis

Reed College, a private liberal arts institution, faced significant challenges in managing its approximately $1 billion endowment with a lean two-person investment team. Their investment office struggled with fragmented data, heavy reliance on manual Excel workflows, and a lack of tools for deep portfolio analysis, risk diagnostics, and efficient manager evaluation. To institutionalize their processes and gain actionable insights, they turned to the Solovis Risk Pro platform.

By implementing Solovis Risk Pro, the team integrated multi-layer portfolio analysis into their workflow. The solution enabled quantitative assessment of manager performance, tracking of factor exposures over time, and fast, factor-based manager screening. This gave Reed College centralized analytics, more accurate portfolio insights, and dramatically faster evaluation processes. The results included reduced operational burden, more robust Investment Committee discussions backed by data, and an improved ability to structure the total portfolio effectively.

Reed College