Bringing you live news and features since 2006 

The professionalisation of the family office

RELATED TOPICS​

Advent’s main mission towards family offices is to help professionalize their investment processes, in particular by giving them greater insight into their balance sheets and helping optimise their data analysis processes, says Martin Engdal (pictured), Director of Product Marketing at Advent Software EMEA…

What it’s really all about is technology, processes and people. When you have the right systems and data and the right processes to find the information you need, then with the right people in place you can truly start managing the family’s expectations, as well as your real portfolio risk.

After the upheavals of the last few years, family offices cannot just rely on their custodians’ statements anymore. To understand their total exposure, family offices need a system that will enable them to do shadow accounting and to consolidate all the assets they have across their custodians, including non-financial ones. Only then will they be able to monitor and manage the wide variety of risks that need to be considered such as counterparty, market or liquidity risks.
 

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by