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.
News: 2025 Investment Operations Report
Union Park delivers its 2025 Investment Operations Report to 40+ endowments and foundations who participated in a survey in Q4 2025. The report covered best practices on structuring investment operations including staffing, division of responsibilities between the operations and investment team, and optimal mix of insourcing, outsourcing, and technology.
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.