portfolio reporting

Market Volatility – 4 Ways Better Portfolio Reporting Technology Can Help

Sharp, unpredictable market changes and the potential of a looming recession have ultra-high net worth (UHNW) investors and advisors on their toes. Inflation is widespread, interest rates have dramatically increased and an economic recession looks imminent. This level of market volatility and economic uncertainty makes it difficult for UHNW individuals, family offices and banks accurately …

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The Ultra-High Net Worth Portfolio Challenge

Ultra-high net worth portfolios are large and complex, containing multiple asset types and currencies. Investment data is delivered in different formats at different times, making it difficult for UHNW individuals and family offices to get an accurate view of their portfolio. This leaves investment teams with an inaccurate view of their liquidity and risk and …

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Portfolio Reporting Accuracy in the Age of High-Dimensional Big Data

By Craig Pearson, CFA – CEO of Private Wealth Systems Portfolio reporting accuracy for family offices and ultra-high net worth (UHNW) individuals is a significant challenge. Family offices and wealth owners are often shocked when they learn the magnitude and consistency of data errors from custodial bank feeds, private investment manager statements, and even large, …

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