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In September, we launched email alerts, expanded our people data, and improved search and several other features across the platform.
Email Alerts Launch
We're thrilled to announce the launch of our email alert system. We have billions of data points about managers and allocators in OWL, and email alerts substantially improve the OWL experience by providing proactive updates about events our users care about. Alerts currently include team changes and public equity transactions detected in our global ownership database. Future alerts will include business updates (from Form Ds and ADVs), allocator disclosures, relevant news/articles, and more.
Alerts will begin to go out broadly this week. Users are encouraged to create a "My Portfolio" to start receiving these alerts for the managers on your custom lists. If you have any questions on how to do that, please reach out!
Expansion of Team Data
Our people database has grown significantly and now tracks over 1 million current and former employees at investment managers! On the back end, we have a new process that will enable us to keep our data up-to-date and continue to add new people quickly and easily. Some quick stats on our current data:
- Over 1 million individual profiles with more than 1.7 million unique email addresses
- 10,538 managers with updated people data
- Over 6 million work experiences recorded
The additional data and improved processes will allow for more comprehensive tracking of team movements and industry trends across teams.
User Experience Improvements
We made several improvements to the site’s organization and search functionality to enable users to find and share information more efficiently.
Allocator Tagging and Search Functionality
On OWL’s allocator profiles, we added tags for allocator types, such as Endowments, Foundations, etc. Clicking on a tag will create a filtered list of allocators of that type.
We also added additional ways to filter our database of allocators, which includes over 2,000 allocator profiles today. OWL users can now easily filter based on type of allocator, size, location, and holdings availability. For example, a user can quickly search for endowments with more than $500 million in assets and holdings that are available in OWL:
More Specific Link Sharing
Several sections in a manager’s profile include multiple tabs of data. We improved the structure of the site so that users can now share a specific tab with colleagues via a unique URL, rather than the whole page. As an example, users could share a link for the “Hires” tab below. We plan to add additional sharing features in the coming months, including the ability for colleagues to share directly in the platform.
Enhanced Chart Downloads
We continue to improve download capability across the site. This month, we improved our stock chart downloads, updating the formatting and adding the security name to the download:
Upcoming Features
We're excited about several features in development:
- Expanded email alerts, including Form D data, which will highlight new capital raised by a manager.
- Improved search functionality, including additional filters and tags for managers and allocators.
- Continued improvements to data timeliness and coverage, adding some new data sources (more to come in future updates!)
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