Leveraging Technology to Manage Endowments Back Office Operations

Foundations have diversified investment portfolios which include private equity, hedge funds, commingled accounts, fixed income, real estate, etc. Managing a multi-asset class portfolio poses various challenges to both large and small foundations. The solution is to produce a consistent process which consolidates data in a meaningful manner to deliver actionable results. This session will show participants how to produce consistent process which consolidates data in a meaningful manner to deliver actionable results across your Foundation.

leveraging tech to manage endowments back office operations presentation