How innovation is transforming the investor experience

HOW INNOVATION IS TRANSFORMING THE INVESTOR EXPERIENCE

The launch of Trustview Ardian, our digital investor portal, marks an important milestone for Ardian and will strengthen our traditional, personal service to LPs.

Back to stories

scroll

We have always worked hard to provide excellent service to our investors, but now our long-term investment in technology is enabling us to work smarter as well.

With the launch in July 2020 of Trustview, our online investor portal, we can now offer a world-class, personalized digital experience to our more than 1,000 LPs.

DISCOVER MORE

1,000 LPs

With the launch of Trustview, we can now offer a world-class, personalized digital experience to our more than 1,000 LPs

“Trustview Ardian is an excellent example of how we are using digital technology to become more efficient and improve the service we deliver to our LPs.”

Mathias Burghardt, Member of the Executive Committee in charge of Technology Development

ONLINE DASHBOARD

Trustview provides an online dashboard, showing the performance of each investor’s portfolio spanning all Ardian activities, and allows investors to customize the reporting format to suit their needs. In addition, it displays each fund’s underlying holdings and archives all documents relating to LPs’ investments, allows them to export data to carry out their own analysis.
Having launched our portal with its initial set of functions, soon afterwards we became the first GP in the world to provide our LPs with projected cash calls and returns.

Etienne Allilaire

Investment Director, Groupe Sofival

“We have commitments in 5 funds through Ardian, and Trustview gives us a personalized overview of our holdings in each, both consolidated and in detail. The platform is easy to navigate and allows us to carry out our own analysis, which saves us time and gives us better quality information than we get from other managers. We particularly value the information it includes on underlying companies, the forecasts of cash returns and the projections of lifetime performance for each fund.”

INVESTMENT OPPORTUNITIES AND ONBOARDING

As well as providing a dashboard for investors’ existing holdings, Trustview has been developed to enable the entire fund subscription journey to be completed online. We have put in place virtual processes using video and digital documents to enable investors to conduct due diligence on prospective fund investments and complete the subscription process online using digital signatures.

“Our LP base is expanding very quickly and Trustview Ardian is crucial in enabling us to preserve the human touch as we continue to grow. ”

Edouard Boscher, Chief Operating Officer of Investor Relations

How digitalization transforms the investor experience

With the launch of Trustview Ardian, our online investor portal, LPs have gained much greater transparency, convenience and control over their portfolios.

READ THE ARTICLE

REMOTE WORKING CAPABILITIES

Our ability to launch Trustview on time, despite the Covid-19 crisis, was also a testament to the resilience of our IT team during a period when their resources were severely stretched. Within days of the outbreak, they had upgraded our remote working capabilities to enable our staff to operate from home with full security measures in place – and continue to deliver the service our LPs expect.

“We are the first GP in the world to provide our LPs with cash flow projections through our digital portal.”

Vincent Joly, Head of IT

In a nutshell

ARDIAN IN 2020

1,000+

investors

$11Bn

raised in 2020

$8,7 Bn

distributed to our investors in 2020

$5,7 Bn

invested through our Fund of Funds platform across 44 primary commitments and 7 secondary transactions in 2020

$8,8 Bn

invested across our Direct, Infrastructure, Private Debt and Real Estate activities in 92 transactions, of which 50 were build-ups in 2020

+24,500

employees of 34 portfolio companies have benefited from profit-sharing at exit by Ardian since 2008, receiving the equivalent of 1 to 6 months’ salary

A YEAR OF CALAMITY SHARPENS OUR SENSE OF PURPOSE

Listen to the podcast with
Florian Stellwag, Chief Executive Officer of Saal Digital

scroll