In this episode, we are covering Private Market reporting and in the roundup will cover the recent US endowment performance tables and some interesting staffing moves in Aussie family offices.
Topics Covered:
The added admin burden
Added complexity on data management
What should happen before you implement a new fund
The use of intermediaries for heavy lifting
Ongoing maintenance
The new breed of technology solutions to manage the reporting
Portfolio Management challenges and how operational infrastructure can assist
Fortnightly Roundup:
The recent US Endowment league tables
An Aussie family office's new insto hire
For more insights into family offices and their investments, operations and technology, subscribe to the Sherpa newsletter at: hallroad.com.au.
Cheers
Shaun.
“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”
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