Acclimetry comes from over 15 years in the financial industry, on both the buy side and the sell side, and from seeing how hard it is to keep an investment policy and the portfolios it governs in step without the right tools.
Founder
Founder, Acclimetry
Over 15 years in the financial industry, on both the buy side and the sell side, with a central role in both vendor-based and internally developed investment platforms. That dual perspective shapes Acclimetry: technology built around how investment teams actually work.
LinkedInAcclimetry is investment policy and allocation software. Its investment workspace holds the allocations, portfolios and analysis; its control workspace turns approved policies, mandates and committee decisions into versioned rules, monitors every portfolio against them, and keeps the cases, waivers, attestations and evidence that follow.
It is built for multi-asset and multi-manager portfolios, funds of funds, family offices, trustees, charities, foundations and asset managers. How it works.
We publish what we learn in the resources library (how limits are worded and measured, what an investment policy must settle, a glossary and free tools) and in the journal.
Acclimetry is operated by Foreranger Ltd, a company registered in England and Wales (company number 10535686). Registered office: c/o Mulberry & Co, Eastgate House, Dogflud Way, Farnham, Surrey GU9 7UD.
Monitoring runs produce immutable results, and a past result can be reproduced.
A rule that cannot be evaluated returns a not-evaluated state with its reason, never a pass. A rule may choose a conservative breach instead.
Every rule version is approved by someone other than its author, and its materiality sets how many distinct approvers it needs.
Evidence packs and reports are generated from the system of record, and every change sits in an append-only, hash-chained audit history.
Tell us about your policies and portfolios, or book a walkthrough on your own policy.
