October 2024 Update

In October, we introduced new features including new ways to monitor employee changes, more detailed Form D dashboards, and over 24,000 manager investments disclosed by public pensions.

Employee Dashboard

We’re excited to launch the Employee Dashboard as a new top-level feature. This addition provides a comprehensive overview of notable employee movements across the 11,000+ fund managers tracked in OWL. Users can access this by clicking on “Employees” on the main navigation bar on the left of OWL.

Here is what is in the new dashboard:

• Global and Custom Views: By default, users can see key changes across all managers in OWL’s custom groups if they click the new Employee link on the navigation bar. For a more customized view, users can switch to “My Managers” to see all employee changes associated with managers in their custom portfolios.
• Improved Interface and Filters: We consolidated tabs into a single table view for streamlined navigation, enhanced by filters for job level, team, and type of change.
• Enhanced Email Integration: We added direct links to email alerts for seamless dashboard access.
• CSV Export: All data is available for download for more in-depth analysis.

Form D Updates

Form D Fund-Level View

In August, we launched an initial version of Form D data. As a reminder, companies and managers must file a Form D with the SEC when they raise capital for a fund. In October, we introduced a new view for Form D data, making it simpler to access key filing information and giving users access to more detailed fund info:

• Top Info Card: Displays the latest filing details with tags that can be filtered.
• Entity and Fund Levels: See data at the individual fund and vehicle (e.g., offshore and onshore) level, rather than at the manager level.
• Comprehensive Historical Data: Track number of investors and total capital raised over time by fund.

This detailed data is accessible through the “Funds Managed” section of the manager summary page and also under the “Funds” option on the lefthand manager navigation bar

Email Integration

We continue to add crucial information to our email alerts. This month we added Form D data to go along with position and employee alerts. OWL users will now receive alerts when managers in their portfolios file a Form D, disclosing incremental capital raised.

Search Enhancements

Searching for filings on the Form D feed is now faster and more informative, thanks to the addition of new filtering options and a column showing the incremental capital raised by the fund.

Public Pension Data Expansion

We’ve expanded our public pension dataset, adding 24,097 manager investments across approximately 230 public pensions. New pension profile pages now feature:

• Asset Allocation Details
• Performance Metrics
• Historical Assets Under Management (AUM)
• Complete Holdings Data

At OWL, we have always prided ourselves on having the best data on endowment and foundations, and are excited to continue to build out our pension data.

Other Improvements

Improved ADV Data Processing

We upgraded our process to update ADV data, improving the speed at which OWL will collect new launch information and other one-off updates that sometimes occur during the year.

Info Card Redesign

We simplified the layout of the info cards, which are on the top of each manager and allocator profile page. We removed redundant information, and tags are now displayed below descriptions. Stay tuned in future months for improvements to our manager tags!

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