Complete Operations Management for Multi-Manager Investors
Cogency provides a unified platform to meet the portfolio accounting and management needs of investors with mixed portfolios of hedge funds, private equity funds, and daily traded instruments. Our clients include marquee Fund of Funds, Endowments, 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.