Canoe Intelligence and Bloomberg launch integration
08 April 2026 US
Image: WorkingMoments/stock.adobe.com
Canoe Intelligence and Bloomberg have announced a certified integration that automates the delivery of private fund data directly into PORT Enterprise, Bloomberg's portfolio and risk analytics offering.
Canoe automates the collection, extraction, and normalisation of private fund data, turning cash flows, portfolio positions, and holdings into validated, portfolio-ready information.
Using the Financial Instrument Global Identifier (FIGI), an unchanging, open data standard, as a consistent fund identifier, Canoe delivers data into Bloomberg PORT Enterprise via secure funds transfer pricing (FTP) for mutual clients, reducing manual mapping and data entry.
With private fund data accessible in PORT Enterprise, asset owners can analyse public and private investments for a total portfolio view, while supporting Investment Book of Record aligned workflows that provide an accurate view of private funds' cash and position data.
Clients can use PORT's interactive dashboards on the Bloomberg terminal to visualise portfolios, run cross-asset risk and scenario analysis with Bloomberg's Multi-Asset Class Fundamental Risk Model, assess performance against Bloomberg's alternative indices, as well as compare private fund metrics alongside traditional portfolio time-weighted returns.
Brad Foster, head of Fixed Income and Private Markets, Bloomberg, notes: “Total portfolio management requires interoperability across public and private data, from identifiers and positions to the workflows built on top of them.
“Our integration with Canoe automates the flow of clients' private fund data into Bloomberg, where they can apply the analytics and tools they use every day to manage public investments, making it easier to compare, monitor, and act across the portfolio.”
Lupita Breland, investment operations manager, Arizona State Retirement System, adds: “With the Canoe-Bloomberg integration, that data now flows directly into PORT Enterprise, strengthening our total portfolio view and supporting deeper cross-asset risk and scenario analysis using Bloomberg's data and analytics.”
Canoe automates the collection, extraction, and normalisation of private fund data, turning cash flows, portfolio positions, and holdings into validated, portfolio-ready information.
Using the Financial Instrument Global Identifier (FIGI), an unchanging, open data standard, as a consistent fund identifier, Canoe delivers data into Bloomberg PORT Enterprise via secure funds transfer pricing (FTP) for mutual clients, reducing manual mapping and data entry.
With private fund data accessible in PORT Enterprise, asset owners can analyse public and private investments for a total portfolio view, while supporting Investment Book of Record aligned workflows that provide an accurate view of private funds' cash and position data.
Clients can use PORT's interactive dashboards on the Bloomberg terminal to visualise portfolios, run cross-asset risk and scenario analysis with Bloomberg's Multi-Asset Class Fundamental Risk Model, assess performance against Bloomberg's alternative indices, as well as compare private fund metrics alongside traditional portfolio time-weighted returns.
Brad Foster, head of Fixed Income and Private Markets, Bloomberg, notes: “Total portfolio management requires interoperability across public and private data, from identifiers and positions to the workflows built on top of them.
“Our integration with Canoe automates the flow of clients' private fund data into Bloomberg, where they can apply the analytics and tools they use every day to manage public investments, making it easier to compare, monitor, and act across the portfolio.”
Lupita Breland, investment operations manager, Arizona State Retirement System, adds: “With the Canoe-Bloomberg integration, that data now flows directly into PORT Enterprise, strengthening our total portfolio view and supporting deeper cross-asset risk and scenario analysis using Bloomberg's data and analytics.”
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