A hedge fund is typically a pooled investment vehicle that manages money for outside investors under a defined strategy and commercial terms. A family office is a private organization that manages one family’s wealth and responsibilities, usually with a much broader scope than investments alone. If you are a high net worth individual deciding “do…
Archives for January 15, 2026
Investment Performance Reporting Software
Investment performance reporting software connects three things: investment data, return calculations, and the reports people rely on. It must collect holdings and transactions from multiple sources, calculate performance in a defensible way, and present results in a format clients, investors, and internal teams can use. This guide compares the platforms teams use for investment performance…
