32 Parking Plaza
Suite 506
Ardmore, PA 19003

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.

Increased Efficiency in Document Retrieval and Data Entry
10 Months
Full Setup of All Operational Functions

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.

CIO of Family Office

Perspectives that help you deliver better outcomes.

Insight: Effectively Overseeing Your Exposure/Transparency Dataset

The problem with an exposure/transparency dataset is the sheer volume of unstructured datapoints collected. Below you’ll find our three core tenets for overseeing this important dataset.

Insight: Three Keys to a Successful Technology Implementation

We are proud to announce that we recently surpassed our 20th successful technology implementation. In celebration of this milestone, we would like to share our key ingredients for success.

Looking to optimize your investment operations?