Events

Financial events are a broad set of instances which can be both the result of or the reason for a transaction, and usually the capture both economic & non economic information which is useful for investors and advisors to make decision. 

Within our system, Portfolios will be built by these events and to make things simpler, the events can be created from any source along the spectrum of structured to unstructured. Our framework enables us to take the natural financial related inputs and refine them into a clear and consistent format. We think that after we've accomplished making it simpler to make sense of all financial events, the chances of using this data to take advantage of opportunities and manage risk across a growing array of alternative assets.

Examples

• Capital calls and distributions are really corporate actions which materially change the liquidity profile and cashflow within a portfolio
• New issuance of securities by a Company affects ownership, rights and value 
• Conversion or option expiry triggered by the investor also affects cashflow and potentially has tax and other control implications
• An Email conversation containing transaction or strategic instructions

Distributary has built a robust classifications to automate these processes and make life simpler for the average investor - you'll simply upload event documents and have them interpreted!