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Comprehensive Software Solutions for Family Offices: Managing Portfolios with Precision

Comprehensive Software Solutions for Family Offices: Managing Portfolios with Precision

Introduction Family offices manage a diverse array of assets, from listed and unlisted securities to digital assets. To streamline operations and deliver…

Arman Salavitabar, CFA 18 July 2024
Software Solutions to Optimize Institutional Portfolio Analysis

Software Solutions to Optimize Institutional Portfolio Analysis

Introduction Institutional capital advisors managing portfolios with a mix of public investments and private funds face significant challenges. The complexity…

Arman Salavitabar, CFA 16 July 2024
Understanding the Difference Between an Exchange and a Marketplace

Understanding the Difference Between an Exchange and a Marketplace

In the financial industry, the terms "exchange" and "marketplace" are often used interchangeably, but they serve different purposes and cater to different needs.…

Arman Salavitabar, CFA 14 July 2024
Why Feeder Funds Are So Expensive

Why Feeder Funds Are So Expensive

Feeder funds provide a conduit for investors to access larger master fund structures. However, setting up and managing feeder funds can be notably expensive. This…

Arman Salavitabar, CFA 6 July 2024
5 Strategies for Alternative Investment Firms to Grow

5 Strategies for Alternative Investment Firms to Grow

Alternative investment firms face unique challenges in their quest for growth. Unlike traditional investment vehicles, alternative investments require specialized…

Arman Salavitabar, CFA 27 June 2024
Finding Private Market Opportunities in a Fragmented Market

Finding Private Market Opportunities in a Fragmented Market

Introduction Private markets are notoriously fragmented, posing significant challenges for both investors and investment managers. In this article, we'll explore…

Arman Salavitabar, CFA 27 June 2024
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