Category: Reporting
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Managing Multiple Investment Managers: Best Practices for Efficiency and Clarity
Diversification with Purpose Diversifying your portfolio by asset class and investment manager is a sound strategy. It spreads risk and provides exposure to various management styles and market perspectives. However, many investors inadvertently over-diversify within the same asset class. For instance, having multiple managers handling Canadian equities can lead to inefficiencies and hidden risks. Strategic…
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What Role Does Technology Play in Your Wealth Management?
Technology is reshaping the way family offices operate, streamlining financial management, enhancing security, and improving decision-making. But what role does technology play in your wealth management? Not everyone embraces digital transformation at the same pace. And, some family members may express concerns about the complexity of new platforms and whether they’ll need to adjust to…
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How Do I Stay Involved While Stepping Back?
Transitioning wealth to the next generation is key to your financial legacy. But, staying involved in your family wealth while “stepping back” doesn’t mean losing control—it means having a more strategic role. Reducing administrative burden allows you to focus your time on fostering the success of the next generation. And, helping your kids understand your…
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Top 10 Reports Our Clients Are Using Right Now
Understanding how to evaluate your portfolio and make informed decisions requires access to the right tools. Below, we highlight the top 10 reports that our clients rely on, from evaluating manager performance to understanding asset allocations. Each report provides critical insights into different aspects of investment strategy and risk management. 1. Manager Evaluation What it…
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Customized Reports Tailored to Your Specific Needs
If you regularly report to SHARE Canada, you’re familiar with their specific requirements for a detailed list of holdings, including security ISINs and quantities. This post describes how we leverage Addepar to create customized reports tailored to investors with shareholder advocates. Manually pulling this data together is not only time-consuming, but it also introduces room…
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How to Evaluate Investment Managers: A Guide to Making Informed Choices
When choosing an investment manager, many investors rely on personal connections. Someone they know, like, or trust. Often, these managers are passed down through generations of family, creating a sense of familiarity. While this desire for comfort is understandable, it can lead to a lack of objective evaluation. Potentially, risking your financial future. Some investors…
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Outsourced Consolidated Reporting
Outsourced Consolidated Reporting can be critical to successful investment management. The problem is most investors don’t know what they’re missing. When, they’re often missing the big picture and can only estimate their portfolio value and performance. Instead of knowing the facts. The reasons are obvious. One investment advisor gives you a statement showing the investments…
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Family Office Software: Evolving Reporting Solutions
Family offices, entities that manage the wealth and investments of affluent families, occupy a unique position in the financial world. Their role transcends wealth management, evolving into a bridge that connects successive generations. Ensuring the smooth transition and preservation of wealth over time. But, the complexity of managing varied assets necessitates family office software systems…
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Consolidated Reporting Service: Streamlining Wealth Management
The benefits of organized, comprehensive, streamlined reporting cannot be overstated. Wealthy investors and charitable foundations require a bird’s eye view of their finances to make informed decisions and achieve their financial goals. That’s why our family office offers a meticulously designed Consolidated Reporting Service tailored for this sophisticated audience. Our service stands out by offering…
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How Often Should Investors Review Their Portfolio?
How often should investors review their portfolio? And, when does it become too much or too little? Researchers have discovered that acting on a schedule with surprisingly long intervals is more sensible, even when transaction costs are low. In other words, excessively fussing over your portfolio is counterproductive, regardless of its affordability. Before we begin,…