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Nov 18, 2021

Transparency and data management for family offices

Data management and transparency go hand in hand. Family offices rely on quality data to maintain the level of transparency expected by clients and regulators alike. A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.

Sep 24, 2021

Improved transparency in commercial lending: Wish granted

Transparency is not a recent addition to the commercial lending stakeholder’s wish list. Since the global financial crisis of 2008, transparency has become an even more urgent, yet seemingly unachievable need.

Apr 30, 2021

Regulatory changes coming for family offices?

As recent headlines flooded in about another meltdown, we have a sense of deja vu. Like Madoff and the resulting impact on hedge funds many years ago, an unfortunate and highly publicized collapse will lead to more operational scrutiny for family offices. Over-leveraged positions, especially in illiquid investments, can lead to significant losses.

Aug 11, 2020

Is your cultural foundation strong enough for the disruption ahead?

New regulations, break-through technology, changing consumer behavior, another global pandemic—what will be the next big disruption for the asset management industry? Because there will certainly be one.

In our new "After the storm: Charting a new course through uncertainty" whitepaper, we talk about how a well-defined culture is critical to thriving amid disruption. It keeps a company united in the face of challenges, with employees aligned and working toward a common goal. And it acts as a reliable compass to guide employees’ decisions and actions, so they can accomplish their goals faster and more effectively. In fact, research shows companies with a strong culture generate four times the revenue growth of companies without one.


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