Allocators
Research for endowments, foundations, pensions and their advisers, from a manager's largest holdings to a direct investment.
What the job asks of you
An allocator's main work is choosing and overseeing managers, and a small team is responsible for a very large pool of capital.
Checking the managers you hire
A manager's pitch rests on views about specific companies, and you rarely have the time to test those views yourself.
Direct and co-investment decisions
When a co-investment or a direct holding in a listed company comes up, the team needs a properly researched view, and quickly.
A committee and a board to inform
Trustees and committee members want the reasoning in plain terms, with the evidence and the risks laid out.
A working day with Cairn
Cairn gives a lean investment office a research desk it can point at any listed company.
-
Ask about a holding
Research Copilot and Cairn Chat answer questions on any listed company, with sources you can follow.
Research Copilot -
Research a name properly
The Harness opens a case file and researches the company to a set standard, with a gate checking every answer.
Research Harness -
Hear more than one view
AI analysts with different frameworks take the same question, and a challenger argues against the thesis.
AI Analyst -
Follow what changes
News AI reads the wire for the names you care about, and each earnings print reopens the questions it touches.
News AI -
Inform the committee
The research paper puts the bottom line first, with the sources and the open points behind it.
Research Harness
How it fits your business
How your business works
An allocator invests on behalf of a mission or a pension promise, and most of its returns come through the managers it selects. Its own team is small next to the capital it oversees, so research has to help it judge managers and decisions, not replace that judgment.
| What your business needs | What Cairn changes |
|---|---|
| Independent checks on managers | Put a manager's key holdings through the research desk and compare what it finds with the manager's thesis. |
| Ready views on direct opportunities | A co-investment or a direct holding gets a case file researched to a standard, rather than a quick read of the pitch book. |
| Committee material in plain terms | Research papers lead with the bottom line and keep every source, so trustees can follow the reasoning. |