Rocaton Investment Advisors has formed a partnership with SAF Platform, a New York City based financial technology firm to offer offer private capital and hedge fund research to institutional investors.

Potential clients include endowments, foundations, insurance companies, pension funds, family offices, and registered investment advisors.


"Rocaton is singularly focused on our clients' success, and a cornerstone of that success is objective investment research. Our experienced and dedicated team of research professionals analyse investment themes, managers and strategies to deliver a comprehensive evaluation of each opportunity," says Robin Pellish, CEO, Rocaton. “We see the growing need for high quality, unbiased investment research in the marketplace, and are excited to leverage SAF Platform’s robust technology to deliver our intellectual capital to a broad range of investors.”


The technology partnership is dedicated to reducing the friction of the fund discovery and investment processes while providing a greater ease-of-use for participants within the alternative investments ecosystem. Investors will have digital access to Rocaton’s manager research, an electronic investment process, centralised investment communications, and position and tax reporting. Managers on the platform will be able to offer all their investors a centralised investor portal.


"Positioning our investment technology platform to enhance Rocaton’s client engagement embodies our vision to power alternative investments and improve the way they are made," says Rafay Farooqui, CEO, SAF Platform.