{"id":45811,"date":"2026-04-08T08:28:35","date_gmt":"2026-04-08T12:28:35","guid":{"rendered":"https:\/\/www.bloomberg.com\/company\/press\/canoe-intelligence-and-bloomberg-launch-integration-to-automate-private-fund-data-delivery-supporting-a-total-portfolio-view\/"},"modified":"2026-04-08T08:28:35","modified_gmt":"2026-04-08T12:28:35","slug":"canoe-intelligence-and-bloomberg-launch-integration-to-automate-private-fund-data-delivery-supporting-a-total-portfolio-view","status":"publish","type":"press","link":"https:\/\/www.bloomberg.com\/company\/press\/canoe-intelligence-and-bloomberg-launch-integration-to-automate-private-fund-data-delivery-supporting-a-total-portfolio-view\/","title":{"rendered":"Canoe Intelligence and Bloomberg Launch Integration to Automate Private Fund Data Delivery, Supporting a Total Portfolio View"},"content":{"rendered":"
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Integration helps asset owners reduce manual reporting and support cross-asset portfolio analysis<\/i><\/b><\/h2>\n

\u00a0Canoe Intelligence (\u201cCanoe\u201d)<\/span><\/a>, the platform for smarter alts management, and Bloomberg today announced a certified integration that automates the delivery of private fund data directly into PORT Enterprise, Bloomberg\u2019s premium portfolio and risk analytics offering.<\/span><\/p>\n

Canoe automates the collection, extraction, and normalization of private fund data, turning cash flows, portfolio positions, and holdings into validated, portfolio-ready information. Using the Financial Instrument Global Identifier (FIGI), an unchanging, open data standard, as a consistent fund identifier, Canoe delivers data into Bloomberg PORT Enterprise via secure FTP for mutual clients, reducing manual mapping and data entry.<\/span><\/p>\n

With private fund data accessible in PORT Enterprise, asset owners can analyze public and private investments for a total portfolio view, while supporting Investment Book of Record aligned workflows that provide an accurate view of private funds’ cash and position data. Clients can use PORT\u2019s interactive dashboards on the Terminal to visualize portfolios, run cross-asset risk and scenario analysis with <\/span>Bloomberg\u2019s Multi-Asset Class Fundamental Risk Model (MAC3)<\/span><\/a>, assess performance against Bloomberg\u2019s alternative indices, as well as compare private fund metrics alongside traditional portfolio time-weighted returns.<\/span><\/p>\n

\u201cFor far too long, those of us working in private markets have had to manually input data,\u201d remarked Mike Muniz, Chief Strategy Officer at Canoe Intelligence. \u201cThis Canoe and Bloomberg integration is a more systematic and automated solution for clients looking to refocus on true private fund and portfolio analysis. We look forward to continuing to work with Bloomberg and expanding what this integration can do for mutual clients.\u201d<\/span><\/p>\n

\u201cTotal portfolio management requires interoperability across public and private data, from identifiers and positions to the workflows built on top of them,\u201d said Brad Foster, Head of Fixed Income & Private Markets at Bloomberg. \u201cOur integration with Canoe automates the flow of clients\u2019 private fund data into Bloomberg, where they can apply the analytics and tools they use every day to manage public investments, making it easier to compare, monitor, and act across the portfolio.\u201d<\/span><\/p>\n

\u201cThis was one of the easiest integrations that our operations team has managed. Manual data entry for our private fund holdings was consuming significant time each quarter and delaying portfolio reviews. With the Canoe\u2013Bloomberg integration, that data now flows directly into PORT Enterprise, strengthening our total portfolio view and supporting deeper cross-asset risk and scenario analysis using Bloomberg\u2019s data and analytics,” said Lupita Breland, Investment Operations Manager at Arizona State Retirement System. “We\u2019ve eliminated hours of operational work and can close our reporting cycles faster with confidence in the data accuracy.\u201d<\/span><\/p>\n

About Canoe Intelligence<\/b>
\n<\/b>Canoe Intelligence (\u201cCanoe\u201d)<\/span><\/a> is the platform for smarter alts management. We redefine alternative investment intelligence with AI-driven software that directly addresses the core challenges of private markets. Our technology empowers institutions, LPs, and wealth managers to future-proof their alts infrastructure, modernizing systems and providing a scalable foundation for long-term growth and compliance. By automating manual data processing with AI-native precision, Canoe helps clients reduce operational costs and risks, significantly lowering overhead and mitigating errors. Ultimately, our timely, accurate, and comprehensive data enables investment teams to drive superior investment outcomes through deeper insights and more profitable allocation strategies. With Canoe, it\u2019s all about making <\/span>Alts, smarter<\/span><\/i>. Learn more at<\/span> www.canoeintelligence.com<\/span><\/a>.<\/span><\/p>\n

About Bloomberg<\/b>
\nBloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit<\/span> Bloomberg.com\/company<\/span><\/a> or<\/span> request a demo<\/span><\/a>.<\/span><\/p>\n

About Bloomberg PORT Enterprise<\/b>
\nPORT Enterprise is a premium offering that provides more than 800 clients with sophisticated portfolio risk and return attribution capabilities with enhanced customization and batch reporting. Access to Bloomberg\u2019s <\/span>Multi-Asset Class (MAC3) fundamental risk factor models provides clients with the most advanced suite of risk forecasting, including Tracking Error volatility, VAR, and scenario analysis. PORT Enterprise is part of Bloomberg Buy-Side Solutions, which deliver front-to-back technology across the investment lifecycle. <\/span>For more information, visit<\/span> Bloomberg Buy-Side Solutions<\/span><\/a>.<\/span><\/p>\n

Media Contacts<\/b><\/p>\n

Jennifer Molgano<\/b>
\nBloomberg<\/span>
\n+1 212-617-6121 | <\/span>Jmolgano2@bloomberg.net<\/span><\/a><\/p>\n

Betsy Miller Daitch<\/b>
\n<\/b>Canoe Intelligence<\/span>
\n<\/span>+1 443-690-6200 | <\/span>bdaitch@canoeintelligence.com<\/span><\/a><\/p>\n\n<\/div>\n\n\n<\/div>\n\n\n\t\t\n\t<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"Integration helps asset owners reduce manual reporting and support cross-asset portfolio analysis \u00a0Canoe Intelligence (\u201cCanoe\u201d), the platform for smarter alts management, and Bloomberg today announced a certified integration that automates the delivery of private fund data directly into PORT Enterprise, Bloomberg\u2019s premium portfolio and risk analytics offering. Canoe automates the collection, extraction, and normalization of [...]","protected":false},"featured_media":45812,"template":"","format":"standard","categories":[1469,86,17],"press_tag":[2099,110,1918,2431,1377,79,2264,2430],"class_list":["post-45811","press","type-press","status-publish","format-standard","has-post-thumbnail","hentry","category-announcements","category-bloomberg-professional-services","category-press-announcement","press_tag-bloomberg-port-enterprise","press_tag-bloomberg-professional-service","press_tag-brad-foster","press_tag-canoe-intelligence","press_tag-port-enterprise","press_tag-press-announcements","press_tag-private-markets","press_tag-total-portfolio-view"],"yoast_head":"\nCanoe Intelligence and Bloomberg Launch Integration to Automate Private Fund Data Delivery, Supporting a Total Portfolio View | Press | Bloomberg LP<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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