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.

Reporting: There is No Silver Bullet

There is no silver bullet to achieving excellence in reporting. Consider the following three best practices when pursuing improvements to your reporting process.

The Power of Measuring Operational Performance

Investment operations is often measured by “no news is good news”. But even though investment operations isn’t benchmarked against a public index or the median return of its peers, measuring operational performance matters.

Looking to optimize your investment operations?