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Investment Consultants Software and Solutions

Data-driven solutions for Investment Consultants

Actively monitoring multiple discretionary or advisory portfolios of private investments is a critical part of an investment consultant’s fiduciary responsibility. A significant amount of time is spent collecting and organizing data to create client reports and quarterly presentations, and to answer countless ad-hoc queries from clients about their portfolios.  This leaves little time for investment consultants to focus on their core business.

Our portfolio monitoring software, iLEVEL, offers investment consultants and discretionary advisors a real-time view of their clients’ private markets portfolios.  iLEVEL enables investment consultants to view all their clients’ private markets investments: fund investments, co-investments and direct investments, in one place. With data centralized, iLEVEL’s customizable, SaaS-based dashboards provide the ability to answer ad-hoc client questions in seconds.  Creating investor reports and updating quarterly client presentations are all streamlined with iLEVEL’s reporting and data standardization.

Over 650 Limited Partners and General Partners globally trust iLEVEL for their portfolio monitoring from investment consultants, fund of funds, and sovereign wealth funds to some of the most sophisticated private equity and venture capital managers.

Learn more about our solutions for private markets
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Why iLEVEL?

IHS Markit is now part of S&P Global Together, we enable businesses to make intelligent decisions, streamline operations and drive efficiency across global markets.

Our Best-in-Class Managed Data Services

A growing number of investment consultants leverage iLEVEL’s Managed Data Services to give themselves more bandwidth to focus on managing investments and advising clients. Our Managed Data Services team collects and consolidates data from GPs to assure your data is always there for you in iLEVEL – timely, accurate and secure. Data captured includes capital account statements, capital calls, distributions, underlying fund holdings, portfolio company performance and operating metrics.

Experience Matters

Content

Our team of 100+ private markets data professionals have unmatched experience working in private markets for asset managers, consultants and service providers.

Tech Enabled

Content

We have invested in the most advanced technology available to process GP documents, reports and filings, giving our clients access to deeper data, faster.

Size and Scale

Content

We’re processing data on 9,000+ funds across every Private Markets asset class, strategy and geography.

Accountability

Content

Our clients can monitor the status of document processing in real-time with transparent tracking.

Record Keeping

Content

We offer a document repository so investment consultants no longer have to organize and maintain GP reported files.

Explore our private market solutions

Our expertise spans across the full range of private market investment strategies, with technology that serves fund managers, institutional investors, advisory firms and more.

Audiences:

Strategies:

Solutions:

News & Thought Leadership

Experts

Charles Silva

Mr. Silva is responsible for driving strategic direction, establishing new product and data initiatives and leading overall business growth for the LP market. Mr. Silva's core focus is on ensuring that IHS Markit continues to deliver market-leading solutions that help Limited Partners manage their private market portfolios.Prior to joining IHS Markit, Mr. Silva spent 13 years at Cambridge Associates where he led the firm's investment technology business, Optica, and started the firm's investment operations division across Singapore, Boston, and Washington, D.C. Mr. Silva also worked as a consultant to The RockCreek Group, an asset manager based out of Washington, D.C. Mr. Silva earned his BA from Fordham University and his MBA from The Fuqua School of Business at Duke University.

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Colin Brunton

As Head of Business Development for IHS Markit's Private Markets business in Asia-Pacific, Mr. Brunton is responsible for driving strategic direction and overall business growth for the PE, VC, real estate, infrastructure, and private debt segments in the region.He joined IHS Markit in 2008 and has held a variety of roles with the firm in New York, London, and Singapore, most recently as the Asia-Pacific business lead for syndicated loans and private debt. Previously, Mr. Brunton was part of our Strategic Alliances group focusing on corporate development and strategy, third party licensing, venture investments and partnerships in Europe and Asia.He holds a Bachelor of Science in Finance, a Bachelor of Arts in Economics, and a Bachelor of Arts in Political Science from Miami University (Ohio) and obtained the Chartered Financial Analyst (CFA) designation in 2012.

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Kevin Guy

Mr. Guy is responsible for operational oversight, strategic growth and process improvement across the managed data services teams supporting our private market clients. Mr. Guy's core focus is on optimizing the flow of data from source to end client use, while growing our capabilities to capture expanded data across the private capital industry.Prior to joining IHS Markit, Mr. Guy spent 11 years at Cambridge Associates, where he launched the first dedicated private capital data operations team and served as co-head of their performance reporting department, serving over 750 institutional investors. He also contributed to data transformation efforts supporting their OCIO business line. Following his time at Cambridge Associates, Mr. Guy managed data operation teams at Solovis and Chronograph.Mr. Guy holds a Bachelor of Business Administration from Babson College.

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Kelly Carter

Ms. Carter is responsible for driving client development and business growth in EMEA for the Solutions segment within our financial services business. She is focused on delivering solutions that specifically help Limited Partners and multi-asset clients manage their portfolios across various strategies for both private and listed assets.Ms. Carter has had a long career within Capital Markets with experience across equities, fixed income, primary issuance and trading. Prior to its acquisition by IHS Markit, Ms. Carter worked for Ipreo within their Global Markets Group. She also spent nearly nine years at BMO Capital Markets where she helped to successfully implement and launch their European Equity Trading Platform in 2007. Ms. Carter started her career at Societe Generale within trade operations before taking on a European equity sales role.

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