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: Risk Comes from Not Knowing What You’re Doing
Warren Buffett made this observation at Berkshire Hathaway’s 2007 annual meeting. Yet for institutional investment offices, an equally important question is who is responsible for overseeing risk and portfolio construction.
Insight: Closing Faster, Closing Smarter—Your Accounting Close Process
An accounting close process is meant to be both efficiently executed and tightly managed so it leads to accurate and timely data.