Proximity® is Aurum’s portfolio knowledge sharing platform.
Proximity® has been designed with your needs in mind to deliver detailed information on your investments.
Dynamic and customisable
“I love having the ability to view statistical information and metrics over different time periods in a single click.”
Relevant and up to date
“Using Proximity® gives a significantly better understanding of what is going on in the funds we are invested in.”
Elegantly designed
accessible from anywhere
Proximity’s® interface is clear and intuitive. Our software has been optimised for all major web browsers on desktop and mobile.
Analysis on the go
Detailed analysis on individual holdings or on your overall portfolio
Institutional investors will have access to intuitive tools linked to our powerful database; giving those with more than $10m invested quick and easy access to data, content and statistics on your Aurum investments.
Comprehensive resources at your fingertips
Data, analytics and insights shared with total transparency.
Historic performance and attribution
Underlying manager newsletters*
Risk and performance analytics
Customised charting
Data refreshed throughout the day
Portfolio modelling
Industry data
Monthly commentary on all underlying managers*
Messaging with Aurum analysts
*Where available
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See which products are available in your jurisdiction.
Explore our performance and risk metrics.
Designed to help you analyse the performance metrics that matter to you.