August 2025 Product Update

August Product Update

In August, we added alerts for disciplinary events, continued to scale our allocator database, and made it easier for users to request managers or allocators to be added to the system.

Disciplinary Alerts

Earlier this year, we added disciplinary data to manager profiles, allowing users to see if a firm has disclosed any lawsuits, regulatory fines, criminal charges, or other disciplinary events.

In August, we added the ability for users to know about a manager's disciplinary events as soon as they are disclosed, rather than having to check the manager's profile. When a manager discloses a disciplinary issue, users now get alerts on their dashboard and via email. These alerts are an important addition to our dashboard and alert system, which already includes team movements, changes in global stock positions, and capital raised.

In August, we also built out the infrastructure for additional alerts for important events, which will soon include new LP allocations to managers, vendor changes (e.g., a manager switching auditors), AUM changes, and several others.

Allocator Data Expansion

One of OWL’s most unique and popular data sets is our allocator holdings data. We now have more than 3,000 profiles of leading allocators in OWL, including details of the manager investments disclosed by these allocators. There are hundreds of obscure and hard to find sources where OWL collects this data. We’ve spent years building the highest quality dataset for large endowments and foundations, allowing our users to track their peers, as well as source and monitor managers.

In August, we added more than 1,600 new allocators, mostly focused on foundations and family offices. Many of the new foundations have publicly disclosed portfolios, increasing the number of LPs we’re able to identify for any given manager. As an example, a few months ago, OWL disclosed ~100 allocator positions in Tiger Global, and that number has now increased to 182. We plan to add thousands of additional allocator profiles of all types in the coming months.

Manager and Allocator Requests

While OWL includes profiles of more than 14,000 managers and 3,000 allocators, users occasionally look for a manager or allocator that we haven’t added yet. Now users can request that the manager or allocator be added with just one click, and our team can typically add it within a few hours:

Other New Features and Improvements

• In our Report Builder function, we increased the number of managers that a user can analyze from 5 to 30 at any given time, allowing users to build more comprehensive reports.
• On our manager search table, we updated the default search criteria and re-ordered the dropdowns to provide a more intuitive search process. As a reminder, we launched AI-powered manager tags in July, allowing users to filter managers by nearly 100 tags spanning asset class, geography, sector, market cap, and sub-strategy.

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