Skip to main content
Application · Investment Manager Tracking

Fiducium

Built on Kundi · Deployed in Asset Management

Enterprise-grade investment-manager tracking for heads of investments at banks and multi-manager asset managers. Fiducium tracks external fund managers across both public equities (structured data from SEC EDGAR 13F filings) and private equity (unstructured data from manual uploads and emails) — 1,872 real SEC EDGAR 13F filers covered out of the box.

Capabilities

Multi-manager oversight at scale.

From SEC-filed 13F data to internal email and document streams, Fiducium gives investment leadership a unified view of every external fund manager — with concentration-risk alerts, performance analytics, and search across documents.

  • Manager + Fund Portfolio Tracking

    1,872 real SEC EDGAR 13F filers covered out of the box; tracks both public-equity and private-equity manager relationships in one system.

  • Performance Analytics

    Time-Weighted Rate of Return (TWRR), Sharpe ratio, max drawdown, and benchmarking across the full manager portfolio with interactive performance charts.

  • CIO Dashboard

    Concentration-risk analysis, holding alerts, and unified view of every external manager position — built for heads of investments to spot exposure before it becomes a problem.

  • Automated SEC EDGAR Ingestion

    Live ingestion of 13F filings; full coverage of public-company filings (10-K, 10-Q, 8-K) for every public equity in the portfolio.

  • Document Repository With Search

    Centralized store for IM letters, due-diligence packets, and side documents — searchable across the entire archive.

  • Private-Equity Ingestion

    Manual upload + email ingestion path for the unstructured private-equity side that SEC filings don't cover.

  • Enterprise Security

    SAML SSO ready, role-based access control, audit logging — designed to fit inside the bank's existing IAM and compliance posture.

Quantum-Resilience

Quantum-safe for the records you keep longest.

Fiducium runs on Kundi, which ships with post-quantum cryptography as standard. The manager records, IM letters, and due-diligence archives you retain for years are protected against harvest-now, decrypt-later exposure — ahead of the PQC posture examiners and counterparties are beginning to expect.

  • PQC-Native, No Migration Project

    Post-quantum key establishment and signatures are built into the platform. There is no retrofit for your team to schedule and no cryptographic migration debt to carry.

  • Protects Long-Lived Investment Records

    13F archives, side letters, and due-diligence packets stay sensitive for years. They are encrypted today against the day a quantum-capable adversary can decrypt what was captured now.

  • Crypto-Agile

    Algorithms rotate as NIST standards evolve, so Fiducium stays current without re-architecting the systems your investment team depends on.

Product Walkthrough

See it inside your environment.

Fiducium walkthroughs are available under NDA. Schedule a deployment assessment to see the CIO dashboard, manager scorecards, and SEC-EDGAR ingestion pipeline running against representative portfolio data.

Schedule a Deployment Assessment
Related