Investor Data Sharing Tool

Benefits 

Investors can deep dive into the performance metrics of their investments, allowing for thorough analysis on a like-for-like basis. Plus, enjoy access to enhanced analytics, including portfolio aggregation, new filter options and insightful comparison with the indices.  

Investment managers can feel confident that investors are comparing performance on a like-for-like basis as the platform ensures consistency in performance calculation methodology. And by sharing data already provided to INREV, sharing with investors becomes easy, lightening the reporting burden. Managers remain in full control over their data, deciding which investors can access specific data and for how long.

How to start using 

Are you the person that has been selected within your organisation to handle these data requests?  
If not, discuss this internally. If yes, then follow the below simple steps to get started:  

1. Visit the Data Platform and navigate to the Data Sharing section.  
2. Log in to your account or create one if you don’t have one already.  
3. Select the ‘Investor Manager’ role if you are an investor who wishes to request access to data or the ‘Sharing Manager’ role if you are an investment manager who will provide access to data.  
4. If you have requested access to data await approval from the investment manager. Remember access is at the full discretion of the manager.

Data platform

To help you along the way 

For a seamless experience, utilise our comprehensive manuals tailored for both investors and managers.  
 
Or watch our reference videos below for a visual walkthrough of the platform's functionalities.