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Family Office Sherpa Podcast Series: Episode 3 - The Investment Reporting Infrastructure







I have produced a five part education series on how to structure the investment office. This third episode covers the Investment Reporting.


I cover:


* The main pain points experienced by nearly all family offices

* Performance measurement

* Risk management tools

* ABOR and IBOR - whey they are different and the need for integration

* The growing need for document storage

* Where AI is helping or being noisy.


This is where Hall Road started five years ago and I continue to see the need for thoughtful curation of this sometimes less exciting area of family office structure. I speak to a lot of tech providers in this space, the need to stay ahead of the curve is vital.


This is a new platform for me, hopefully it works as a way of delivering information for those families and advisers seeking practical insight. They're short (30 minutes tops).

 

For more insights into family offices and their investments, operations and technology, subscribe to the Sherpa newsletter at:  hallroad.com.au.

 

Cheers

 

Shaun.

 

“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”

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