Cogendi
Portfolio analytics and reporting platform for asset managers, family offices and institutional investors
Highlights
- New on EvolcAdded 2026-11-03
About Cogendi
Cogendi Analytics provides an investment analytics platform for portfolio reporting, dashboards and live monitoring. Users build reports and slides in PowerPoint from widgets in their portal, refresh them across periods, and publish branded dashboards to internal teams and external clients. The calculation engine covers valuations, P&L, TWR, MWR, attribution, risk (including VaR) and scenario analysis, with automated data ingestion from custodians and data providers. It can run on Cogendi PMS or connect to a client's existing portfolio management system.
Its customers are sophisticated investors, including asset managers, family offices and public institutions. The company's website cites clients in London, Switzerland and the Middle East.
Cogendi was founded in 2000 and lists its main office in Maisons-Laffitte, France. The website states 25 years of deployment experience with multi-asset investors.
Product: Cogendi analytics studio for portfolio analytics, PowerPoint and client reporting, dashboards and live monitoring, optionally on Cogendi PMS.
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