Portfolio monitoring
Track valuations, cash flows, returns and operating metrics in one consistent view, with performance measured against the targets that matter to your mandate.
AFI Intelligence Platform
One view of portfolio performance and risk.
Connect asset, financial and market data to give teams a current, explainable view across every holding.
Core capabilities
Built around the questions investment teams ask every day
A focused analytical layer for monitoring change, investigating performance and preparing consistent stakeholder reporting.
Risk indicators
Identify shifts in asset quality, market exposure and concentration through configurable indicators and prioritised attention lists.
Performance drivers
Connect changes in portfolio results to asset-level factors and market movements, with source data available for review.
Forecasting
Compare base, upside and downside scenarios to understand potential portfolio outcomes and inform capital planning.
Representative portfolio
From a portfolio view to the underlying asset
Move from an overall performance summary to individual holdings without losing the context behind each measure.
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Northbridge Logistics Fund
€34.2m valuation • +11.4% YTD
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Orion Renewable Infrastructure
€29.8m valuation • +9.2% YTD
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Westhaven Commercial Property
€21.6m valuation • +2.1% YTD
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Atlas Equipment Finance
€18.9m valuation • +6.8% YTD
Portfolio composition
Infrastructure
Renewables and transport
31%Renewables and transport
Real assets
Logistics and commercial property
29%Logistics and commercial property
Private credit
Equipment and specialty finance
24%Equipment and specialty finance
Other
Diversified holdings
16%Diversified holdings