Keeping you close to your investments

Proximity® is Aurum’s portfolio knowledge sharing platform.

Proximity® has been designed with your needs in mind to deliver detailed information on your investments.

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.

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.”

Analysis on the go

Detailed analysis on individual
holdings or on your overall portfolio

You will have access to intuitive tools linked to our powerful database; giving you 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