Suite 506
Ardmore, PA 19003
You manage capital
that impacts the world.
We empower you with operations
that achieve its full potential.
You manage capital that impacts the world.
We empower you with operations that achieve its full potential.
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.
Case Study:
College Endowment
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.
Case Study:
Family Office
A newly established family office needed an operational environment built from the ground up. Union Park Consulting was brought in to help.
Union Park was very responsive, excellent at vendor negotiation and at moving many projects forward in real time without missing a beat.
Insight Insight: A Guide to Vendor Selection
Selecting the right vendors is a critical component of building a strong investment operations environment. Despite its importance, vendor selection is an infrequent process—and one that can be costly and difficult to reverse if mistakes are made. That’s why it’s essential to approach it with a methodical, thorough, and objective mindset. Below are three key steps to help guide your approach.
Insight: The Value of a Shadow Book
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.