Innovative and Complete

Unique SaaS based Reporting and Expert Advisory

for

Asset Managers and Asset Owners



Investment Data Aggregation

U

Risk Management
&
Performance Attribution



Actionable Data
&
Reporting

CONTACT US

Who We Serve

What Sets GRMA Apart?

Unique Software as a Service (SaaS) Technology

Expert Advisory

Practitioners & Thought Leaders

Unique Technology for Curated Data and Customized Reporting

Innovative SaaS Offering

Cloud based architecture and storage

Leverage artificial intelligence and machine-learning

Choice of curated data or customized reports or dashboard

Meets cyber security best practice standards and regulatory requirements

LEARN MORE

Meeting Today’s Challenges for Investment Data and Reporting

Unique SaaS Offering

GRMA has built a unique Software as a Service (SaaS) offering that employs cutting edge financial technology combined with leading practitioner experience to provide our asset manager, asset owner and partner firm’s clients with a complete and cost effective solution for all of their investment, risk management and performance data and reporting needs.

Integrated and Scalable Platform

We provide a fully integrated, scalable and future-proofed platform to support our clients’ entire workflow including: portfolio management, compliance, risk management and reporting to various internal and external constituencies such as the Board/Investment Committee, Investment team, Regulators and Investors.

Holistic and Enterprise-wide Approach

Our innovative platform will allow our clients to take an enterprise-wide and holistic approach to aggregating investment holdings for both liquid and illiquid investments such as hedge fund and private equity investments. Our clients will possess all of the necessary holdings, risk management and performance data and reporting to have a more sound and actionable investment management process.

Expert Advisory Services

We leverage our extensive practitioner experience as senior management at major global financial institutions, asset management firms and the government to provide expert advisory in areas including:

Investment and risk management governance and process and controls

Investment risk management policies and procedures

Risk management limits and policy guidelines

Marketing decks, PPMs and other disclosure documents

Board and Investment Committee Reporting

Regulatory and Investor Reporting

• Form PF, CPO-PQR
• AIFMD/Annex IV
• Transparency Reporting
• UCITS
• ILPA Reporting
• N-PORT

Why Choose GRMA?



No Software or Data Licenses Needed



No Lengthy Implementation



Actionable Data and Reporting:

All Holdings
Risk Mgmt.
Performance



Complete and Most Cost Effective Solution



Flexible, Scalable and Secure



Illiquid/Alternative Investments:

Hedge funds
Private Equity
Real Estate
Real Assets

Our Team

Extensive Experience with Major Asset Managers and Institutions

Seasoned Practitioners and Recognized Thought Leaders

Award Winning and Best in Class Firm

GRMA Senior Management

Samuel K. Won

Founder & Managing Director

Timothy Wilson

Managing Director
Head of Reporting and Advisory Services

Sandeep Gupte

Managing Director
Chief Technology Officer

Thought Leadership

GRMA is a recognized thought leader in the investment and risk management reporting and advisory space. Our thoughts, views and insights have been published in major publications and our firm is proud to have won numerous awards for being best in class.