RIA clients can experience automated reporting for private sustainable investment strategies managed by Clear Sky, leveraging technology powered by AltExchange.
Today, AltExchange and Clear Sky Advisers announce a partnership to modernize and digitize sustainable private investment reporting for family office partners, RIAs and their clients. Clear Sky Advisers manages sustainable investment strategies (e.g. California Carbon Allowances) for some of the largest institutional investors, that are designed to be free of conflict with fossil fuel or energy mandates.
This strategic partnership solves a number of the challenges RIAs face with alternative investments: The ability to provide unique private investment access, aggregate clients’ entire portfolio of alts, differentiate with transparency, provide an unmatched investor experience, and easily report on private investment performance.
With AltExchange, RIA partners and their clients can now experience:
– Real-time reporting and consolidation of Clear Sky Advisers’ investment strategies.
– Historical reporting on existing investments.
– Automatic collection of investment tax documents (K-1s, 1099s).
– Fully-managed capital calls (automated reminders & notifications).
– Integrations with existing wealth management systems.
Aaron Edwards, Managing Director at Clear Sky Advisers said:
“We are excited to partner with AltExchange to offer RIAs the simplest way to access sustainable private investment strategies with automated reporting technology. At Clear Sky, we pride ourselves in providing RIAs and family offices with quality and unique private investment opportunities. Now, through our partnership with AltExchange, we have the ability to have a transparent, seamless digital reporting experience for both RIAs and their clients.”
Zak Boca, CEO of AltExchange said:
“AltExchange is proud to partner with Clear Sky Advisers to provide the simplest way for RIAs to manage their sustainable alternative investments offerings. Working with Clear Sky, we’ve eliminated many of the barriers and manual back-office tasks associated with managing private investments. We’re thrilled to make managing all private investments simple for RIAs with our automation technology, and allow them to provide the best client experience possible.”
For more information on Clear Sky Advisers investment strategies, please contact Aaron Edwards at aaron@clearskyim.com.
To begin automating alternative investments for your clients or yourself, please reach out at hello@altexchange.com.