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Family offices now manage complex, multi-asset-class portfolios, with fragmented data sources that comprise disparate, non-standardised data sets. How can these data sourcing challenges be overcome?

Discover the top 7 things you should consider when assessing risk management service providers.

Discover the top 5 data challenges fuelling the adoption of technology by trustees.

Trustees are under more pressure than ever. To fight back against the squeeze on margins, find out why trustees are choosing Sesame to automate bookkeeping and digitalise monitoring. 

For risk management, the ability to demonstrate extensive expertise alongside a deep understanding of the investment side of the business is crucial. But what best practices do firms need to follow to achieve an institutional-level standard of risk management? 

As family offices deliberate on how best to navigate the choppier waters ahead, here are five ways that data and technology can help you stay on the front foot in volatile markets.

Through conversations with asset and private wealth managers our Client Operations Director, Kathleen Henrick, has identified six key requirements for creating investment reports that clients love.

Across the investment management spectrum, the need for a radically different approach to investment reporting has never been greater.  

In this shifting landscape, implementing a data-driven, agile approach to investment reporting can help asset and wealth managers get back ahead of the game. 

As fast, sophisticated data management becomes business critical, what are the benefits data APIs can offer your organisation?

In a world of rising client, regulator and staff expectations, portfolio and risk management capabilities quickly become outdated. Cloud-based platforms offer the solution.

Implementing a fit-for-purpose risk management and reporting function is expensive. But for asset managers, the cost of sub-standard risk capabilities is even higher.

So you know you need a robust, institutional-grade risk management capability to attract investor allocations and meet clients’ ongoing demands. But what does a fit-for-purpose risk management and reporting function entail in practice?

Enrichment is an important element of the consolidated reporting process. This is because it adds colour and granularity to the raw data that the family office sources from its custodians and stores in its database. It does this by appending to the raw data descriptive metadata from secondary sources. So, what should your family office know about enrichment?

For downstream reporting, disparate information needs to be transformed into a single standardised schema, which can be processed systematically. And once the data is harmonised, it has to be stored – in a database. Discover the four key database considerations for family offices.