Union Park is an investment operations consultancy that equips asset allocators and asset managers with the operations platform, set of processes, and people that enable you to be more effective in your stewardship of capital – now, and into the future.
An endowment wanted to move from an outsourced CIO to an insourced investment office model. Union Park Consulting was hired to design and implement a complete end to end, tech-enabled operational environment.
A newly established family office needed an operational environment built from the ground up. Union Park Consulting was brought in to help.
Why have two datasets rather than one? The above is a frequently asked question we receive from clients. But, if the recent market turmoil has highlighted anything, it’s the importance of maintaining a shadow book alongside your administrator’s records. A shadow book has a myriad of benefits. Below, we’ve distilled our top three reasons for you to consider incorporating a shadow book into your investment operations.
We’ve found that an RMS is often underutilized, becoming little more than a storage container. Below you’ll find three examples of how your RMS can transform and enhance your research management processes.