Driven By Results

An established international family office sought a strategic review of its investment operations to understand the gaps between the current state and industry best practices across each function.

A single family office was generating reporting in a manual and time consuming manner that did not facilitate effective oversight of the current portfolio. UPC was hired to build a more systematized reporting process.

A college endowment wanted to replace manual data entry of transactions and valuations in its IBOR with a feed from a data extraction tool. In addition, the office wanted to enhance the content and format of its investment committee reporting. UPC was hired to redesign a monthly and quarterly reporting package and build a more systematized reporting process.

A private equity manager decided to implement a system that could systematize investor reporting and be an enabler to its deal management process. UPC was hired to provide subject matter expertise, surge capacity, and project management leadership.

A multi-family residential real estate manager decided to replace its legacy accounting system with a fully integrated software solution. UPC was brought in to provide subject matter expertise and additional capacity to the team during implementation.

A college endowment decided to set up its own internal investment office. UPC helped migrate all operational functions from an OCIO to an internal team.

A philanthropic foundation was experiencing reporting issues due to reliance on an outsourced investment advisor. UPC was brought in to help.

A newly established family office wanted to start investing capital but lacked sufficient operational support and controls. UPC built an operational environment from the ground up.