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CASE STUDIES

Driven By Results

See how our high-touch approach and experienced team have delivered results for new and established investment offices around the globe.

FEATURED

Family Office

A single family office was generating reporting in a manual and time consuming manner that did not facilitate effective oversight of the current portfolio. Union Park redesigned the monthly and quarterly reporting package and built a more systematized reporting process, which provided more valuable and timely reporting to the family.

3x faster
Time Spent to Generate Monthly Reporting
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Data Management & Migration
Operational Maintenance
Operations Transformation & Optimization
Project Management
Vendor Selection & Implementation
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Endowments
Family Offices
Foundations
Real Estate Managers
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Family Office: Strategic Review

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.

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Family Office: Multi-Entity Reporting

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.

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College Endowment: Data Extraction and Reporting

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.

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Private Equity Manager: Deal Management and Investor Reporting

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.

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Real Estate Manager: Replacement of Legacy Accounting System

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.

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College Endowment: Insourcing Operational Functions from OCIO

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.

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Foundation: IBOR Implementation

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

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Family Office: Setup of Family Office Operations

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.

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Union Park Consulting has been an invaluable partner, advisor, and liaison with the vendor as we implemented our new investor accounting platform and continues to optimize the software for growth, automation, and efficiency.

Director of Corporate Finance Systems, Real Estate Manager

Effective results start with effective execution.

Looking to optimize your investment operations?