Complete Operations Management for Institutional Investors
Cogency provides a unified platform to meet the partnership accounting and portfolio management needs of investors with mixed portfolios of hedge funds, private equity funds, and daily traded instruments. We solve the complex operational challenges faced by sophisticated institutional investors.
Taxonomy for Multi-Asset Class Portfolios
In a Multi-Asset-Class portfolio, the taxonomy you use is the palate for the picture you paint for your investors and board with your performance reports.