Tag: #consolidatedreporting
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Bringing the Portfolio Into Focus
Step 2 – If You Can’t See It, You Can’t Manage It After setting a clear investment strategy with the family, the next question was straightforward, but daunting: What exactly are we working with? The family’s assets were spread across three different investment advisors, each using their own custodians, platforms, and reporting systems. There was…
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Step 2: Evaluate the Portfolio and Create Clarity
Once a family’s financial records are organized and flowing smoothly, we shift our focus to what matters most: to evaluate the portfolio and ensure the investments are doing their job. Often, the issue isn’t a lack of effort—it’s a lack of visibility. Holdings are spread across institutions, account types, and asset classes, with no unified…
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Behind the Reports: How We Set Up Addepar
At Markdale, we believe in meeting you where you are—and organizing your financial life so it’s easy to understand and manage. That’s why we use Addepar as the foundation for our reporting. But before we can generate beautiful reports and dashboards, there’s some behind-the-scenes work that happens first. Here’s how it works: 1. We start…
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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…