Evolution revolution: How tech is leveling the playing field for alternative investment firms

For alternative investment organizations -- foundations, endowments and family offices -- it’s not easy keeping pace with larger competitors with deeper pockets and a lot more personnel. Perhaps the most critical problem facing these small to mid-sized investment offices is an ever-present lack of confidence in the quality of diverse portfolio investment streams, coupled with an inability to view and manage data across multiple views. This is the result of a hurdle that has long stood at the intersection of investing and accounting. Every day, these professionals try to assemble data that’ll enable their firms to effectively manage a range of… [Continue Reading]