It is important to stay ahead of the curve in an economic and technological environment where things are evolving so profoundly. Committing to a new accounting software system is a big endeavor. It impacts how you set up your workflow and it requires at least a temporary disruption as your team members transition and get…
How to Choose a Software Suite for Your Family Office
It is important to stay ahead of the curve in an economic and technological environment where things are evolving so profoundly. Committing to a new accounting software system is a big endeavor. It impacts how you set up your workflow and it requires at least a temporary disruption as your team members transition and get…
Valuation Methods for Private Equity Deals
Valuation methods for Private equity agreements are complex. They require extensive study and evaluation of different criteria before making an investment choice. Private equity agreements require identifying the fair market value of the target business or asset. Accurate appraisal is crucial for making informed investment decisions, negotiating agreements, and controlling risks. This article will examine…
Impact Investing (ESG) for Sustainable Returns
Impact investing integrates philanthropy and investing as a promising tool for philanthropists and investors alike. Previously viewed as separate disciplines, philanthropy prioritized social change, while investing prioritized financial gain. Combining the two to deliver a financial return while also doing good seemed unlikely to many, but it is now a reality. Impact investing has emerged…
Risk Management in Hedge Funds
The hedge fund sector finds itself at a critical juncture. Experiencing significant expansion, the industry now faces heightened competition, with a growing proportion of new investments originating from funds of hedge funds and institutional investors. Moreover, regulatory scrutiny has increased. However, information on the actual risk management strategies employed by hedge fund advisers remains scarce….
Importance of Data Accuracy in Investment Management
Data accuracy pertains to records that are free from errors and can serve as a dependable source of information. For investment management, data accuracy constitutes the foremost and essential element of the data quality framework. Jack Olson’s widely referenced work, Data Quality: The Accuracy Dimension, highlights form and content as two crucial characteristics of data…
Alternative Investments for High Net Worth Individuals
High net worth individuals often consider allocating at least some of their portfolio spread toward alternative investments. Diversifying your portfolio with a mix of alternative and traditional investments can help you hedge against market, interest, and inflation risks. Although traditional investment avenues can produce steady returns, they are also subject to increased volatility, especially during…
Overhauling Legacy Systems
Legacy Systems: Is it time for an overhaul? Three words that are sure to give CTOs sleepless nights are legacy system modernization. Most businesses are still using software solutions that are well past their sell-by date. Furthermore, these monolithic systems have become increasingly obsolete due to a lack of vendor support. So, what do you do…
Innovative Wealth Management Software
Wealth management software can be a trusted guide in the financial industry, providing efficiency, accuracy, and enhanced client experience. However, choosing the wrong system can create a major distraction and headache. This article provides a map to navigate through common challenges in wealth management software, leading you to innovative approaches that promote efficiency, security, and…
