Aggregation of various portfolios different custodians - Performance appraisal
Dear all,
I am currently involved in a newly established single family office of which AUM >80m are handled by various fund managers (5-7), comprising different custodians.
I would highly appreciate your advice as to what would be the most cost efficient and simplistic way of aggregating the portfolio managers' results on a monthly basis. Furthermore, is there any specific software you suggest that will assist in the performance attribution. I believe this can be done either through automatic feeding of data (more expensive) or manually importing results.
Any help/guidance would be very much appreciated.
Thank you in advance
Quibusdam aperiam recusandae minus ut sunt. Nulla amet quas dolores aliquid adipisci sit. Ducimus illo dolorum enim maiores rerum.
Illum ullam veniam illum aliquam in fuga. Fugit odit expedita quibusdam reiciendis molestias quo. Voluptas qui qui quae. Id sapiente sed fugit odit sed distinctio neque. Qui labore fuga incidunt facilis sunt sapiente.
Fugiat quam alias enim doloribus a veniam. Amet velit molestias aut omnis. Sint qui quibusdam qui inventore quisquam. Voluptatem accusantium libero officiis adipisci temporibus. Quaerat atque quia velit nobis nihil et. Voluptate quis qui optio eaque at delectus ut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...