Dear all,
I am currently involved in a newly established single family office of which AUM >80m are handled by various fund managers (5-7), comprising different custodians.
I would highly appreciate your advice as to what would be the most cost efficient and simplistic way of aggregating the portfolio managers’ results on a monthly basis. Furthermore, is there any specific software you suggest that will assist in the performance attribution. I believe this can be done either through automatic feeding of data (more expensive) or manually importing results.
Any help/guidance would be very much appreciated.
Thank you in advance