Complete Operations Management for Multi-Manager Investors
Cogency provides a unified platform for monitoring the accounting, portfolio holdings and manager communications for investors with mixed portfolios of hedge funds, private equity funds, and daily traded instruments. Our clients include marquee Fund of Funds, Endowments and Foundations, Outsourced CIOs, and Family Offices.
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.