Allocating a client’s assets into the tech sector is often part of the family office investment strategy. But that’s not the only way your office can invest in technology that benefits clients. You can also do so by upgrading legacy systems with new technology. Top Four Reasons to Invest in New Technology 1. Increase efficiency…
Using the Fear and Greed Index Crypto
A better understanding of the fear and greed index crypto follows from the review of several important studies. According to recent research conducted by Bank of Canada, most crypto retail investors lack adequate financial literacy despite their medium/high income. Therefore, they are unable to conduct proper fundamental financial analysis and they allocate their funds following…
Should Your Family Office Use Big Data for Analysis?
Family offices offer an advantage over traditional wealth managers in that they can quickly pivot when circumstances, trends and technology change. Yet, the very factors that help family offices remain nimble—serving the interests of single-family or multiple family offices—may be blinding them to the benefits of gathering and analyzing big data. What is Big Data?…
A Surprising Difference Between Hedge Funds and Private Equity
Hedge funds and private equity are two types of investment funds, but with very different strategies. Both offer a very different approach to making money, so it’s essential to know the difference between them if you’re considering putting your hard earned money in one of these vehicles. What is Private Equity? Private equity involves buying…
Will Crypto Ever Recover?
At its peak in early January 2018, the total market cap of the crypto economy was valued at about $830 billion—and then it all came crashing down. This year has seen a massive wave of new investors fall victim after FOMOing in (fear of missing out), where they bought cryptocurrency at prices significantly above 1st…
Crypto Accounting: Does Your Back Office Software Support Crypto Investments?
Your choice of accounting and investment analysis software is critical for your hedge fund, family office or private equity firm. The right selection can mean more control, better visibility and significant time savings. Make the wrong choice, however, and you can see inefficiencies, frustrations and less ability to keep a handle on your business and…
The Role of NFTs in Your Family Office
For a family office to fulfill the needs of its clients, advisors often look beyond the constraints of traditional investment vehicles and explore evolving assets to determine their potential benefits. Non Fungible Tokens (NFTs) are one such evolving asset class many family offices are considering. With 75% percent of family offices either investing in or…
5 Top Ways You Can Benefit from the Crypto Market Crash
From a high of nearly $70,000 late 2021, Bitcoin’s price plunged below $20,000 by the following summer, marking the crypto market crash of 2022. Contributing to the weakness was the demise of the ‘stable coin’ associated with the blockchain Terra, which plunged to near zero after losing its dollar peg. The crypto market was roiled…
