When you read or hear the word ‘omnichannel’ you might be thinking it has something to do with an omnivore and in a way it does. 'Omnichannel' is an approach or strategy that companies use to improve their customer experience.
Our last blog covered the trends for the year 2020, this blog will zoom in on the wealth changes from the year 2019 compared to 2018. The World Wealth Report 2020 from Capgemini is an excellent piece to gain insight in the world’s wealth.
Capgemini published their top trends for 2020 and as a data company operating in the wealth management sector, the report is a must-read. Even though we’re already almost halfway of 2020, we’ve listed the nine trends mentioned in the report. What trends have you already seen?
Topics: "wealth management", "wealth management reporting", data management, data analysis, data visualisation, Client Services, Data translation, interactive wealth management tools, insightful financial reporting
In the yearly Campden Wealth Report on Private Equity Investing and Co-Investment Activity by Family Offices, an interesting overview is given on the current allocation within family offices on direct investments and why these investments are made.
Investment reporting is often seen as a post-trade accountability tool to show performance of an investment portfolio. It’s often mixed with financial reporting, which is the administrative processing of the things happening in the portfolio over a specific period resulting in a balance sheet and P&L account.
Charities and foundations form a special group of entities managing assets. Not only are they managing assets for specific goals they want to support, often it is third party money which is invested and accountability has to be given in a formal matter, both the spending of proceeds and how the assets are managed.
Topics: "wealth management", "wealth management reporting", Client Services, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through, charities, foundations
Think about this question. In a single period, the performance of an asset class is positive, but its performance contribution to the whole portfolio is negative. How could it happen?
The beginning of 2019 has been a busy one at Check6 as we launch updates to our Business Intelligence Tool beta version. The B.I. Tool enables interactive functions to apply multiple filters to specific information for focussed analysis and strategic insights. The video for this blog post is based on test data set and is not associated with any client or third party.
Topics: "wealth management", "wealth management reporting", innovation, data analysis, single family offices, multi-family offices, platform architecture, FinTech, Online Wealth View, Detailed Look-Through, interactive wealth management tools