FinMason for Asset Owners & Plan Sponsors

Asset owners & plan sponsors carry the responsibility of delivering long-term performance while upholding fiduciary standards, data governance, and ensuring alignment with plan/stakeholder goals. We help you rise to that challenge with clarity, confidence, reconciled data and the “golden source of truth”.

FinMason Delivers

Enterprise-Grade Analytics

Get deep investment insights without needing a quant team. FinMason simplifies complex financial analytics so you can focus on strategic decisions.

Scalable Oversight Across Portfolios

Whether managing a single plan or overseeing dozens of managers, FinMason lets you analyze thousands of portfolios instantly from the plan down to the security level — with consistency and accuracy.

Flexible, Custom Reporting

Tailor reports to meet the needs of internal stakeholders, board members, auditors, and consultants — all from a single platform.

Seamless Tech Integration

Easily embed our analytics into your existing dashboards, governance tools, or internal systems with modern API architecture.

Shape Drive Better Oversight, Insights, and Accountability

From public pensions and endowments to corporate retirement plans, asset owners and sponsors need a clear, data-driven understanding of how investment strategies perform — and how they serve their beneficiaries’ goals. FinMason delivers the tools to:

Monitor Portfolio Risk & Return with Precision

Stay on top of exposures, stress scenarios, and performance attribution across managers, asset classes, and strategies.

Improve Governance with Clear Reporting

Create standardized, transparent reporting frameworks that support better board communication and informed decision-making.

Reconciled & Validated Data Across Asset Classes

We provide the connectivity to pull data from various disparate sources and aggregate and reconcile it. We provide consistent, verified, and reconciled data across all asset classes.

Evaluate Managers with Objective Metrics

Benchmark performance, fees, and risk characteristics consistently — ensuring alignment with your policy objectives and guidelines.

Do you need an analytics and data partner?

FinMason empowers asset owners and plan sponsors to fulfill their missions more effectively — with trusted analytics, streamlined oversight, and the tools to make well-informed decisions.

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