We believe that information and analysis can be key to seeking attractive performance. We combine pools of data with tools from academic finance, data science and machine learning to evaluate opportunities with competitive strength.

To put this belief into practice, we have developed a suite of quantitative tools that we call Ares IQ. We intend these tools to help Ares’ investment teams and our limited partners to construct more holistic portfolios, to model scenarios more comprehensively, to better assess investment performance, and to help shape better decisions.

Our Core Objectives

1

Enhance Investment Performance

by working with Ares’ portfolio management teams.

2

Be a Trusted Thought Partners for our LPs

by producing actionable content, conducting joint research, and providing customized analyses.

3

Develop New Investment Products

by working with LPs and our Strategic Partnerships, Corporate Strategy, and Wealth Management Groups.

The Ares Advantage

Some of the tools that we provide to our investment teams and LPs include:

Alpha Analysis

Our Alpha Analysis Tool is designed to identify the sources of return of a private investment.

Valuation Rollforwards

Our Valuation Rollforward tool is designed to give an early read on private-market valuations, months before they are released.

Factor Analysis

Our Factor Analyses estimate the sources of systematic and idiosyncratic return of private asset classes.

Featured graphs for illustrative purposes.

Ares' quant teams regularly produce research to benefit our investment teams and LPs, often in partnership with internal stakeholders, LPs and academics. Performance measurement is a core focus area for us. Together with external partners, we developed both the Direct Alpha and Excess Value methods for evaluating private market performance relative to a benchmark.