Aligning Family Office Costs with Investment Objectives UBS recently released its 2018 Global Family Office Report covering a range of topics queried from 311 family offices from around the world.  Both investment performance and operational topics are examined, with particular insights into current and future private equity allocations along with what costs are being incurred across a wide range of
Blog, Family office  

November 28, 2018

Case study: SOSV

Case study: SOSV One of the things we love to see here at AltaReturn is the efficiencies our clients gain in their back office once up and running on the AltaReturn platform.  Case in point: venture capital firm SOSV.  (click here to download a PDF of this case study) SITUATION SOSV is a multi-stage venture capital firm that invests through their
Accounting, Blog, Investor Portals, Venture capital  
Note: Our own Manny Villavicenio leads the team responsible for AltaReturn’s Management Company Accounting solution.  His profile can be found at: https://www.linkedin.com/in/manuel-villavicencio-a3333a/   There are three things in life that will never go away: taxes, information demands from investors and the need for GPs to manage their own firms’ financials.  While there have certainly been advancements on the fund accounting side,
Accounting, Blog
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In or Out? Tackling back office complexitiesAltaReturn whitepaper details new approaches to running the back office By Fraser Irving Download a pdf of this article here. The age-old back office dilemma of working out what to outsource and what to keep in-house rumbles on for many CFOs and COOs. However, could private equity be entering an age where the decision
Blog, Sales news  ,
Family offices tackle reporting challenges  AltaReturn was quoted in a recent Private Asset Management article on the challenges family offices face in reporting.  You can download the full article here. The rise of multi-generational client families and the growing interest in direct investments has increasingly made reporting a challenging area for the family office space. Andre Boreas, the former chief investment
Blog, Family office  
Letter from Rey and Custodio This year we are celebrating the 10 year anniversary of AltaReturn.  It has been an incredible journey and we could not have done it without the best team, clients and partners in the business.  For this we are truly grateful. Ten years ago, we realized that GPs did not have access to the proper technology
Blog  
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European PE returns highlight continued strong performance The final returns are in for 2017 for private capital strategies.  LPs are seeing strong IRRs from both distributions as well as valuations (a double-edged sword no doubt.) European private equity has shown no signs of Brexit trepidation as portfolio company exits continue to look strong.  Venture Capital struggled somewhat in terms of
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Case study: Socius Family Office One of the things we love to see here at AltaReturn is the efficiencies our clients gain in their back office once up and running on the AltaReturn platform.  Case in point: Socius Family Office. Socius is a growing multi-family office managing significant assets for a number of successful individuals and their families.  Socius came to
Blog, Family office, Performance  
Why VDRs are a poor choice for LP reporting In the beginning… …there were envelopes, stamps and the U.S. Postal Service to send out notices and statements to LPs.  Not quite efficient nor cost effective, but it worked.  Then came email, and investor’s inboxes became full of attachments that had to be download and organized somehow to keep track of
Blog, Investor Portals  
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February 19, 2018

Small Bumps, No Potholes

Small Bumps, No Potholes You have to think there are some very happy LPs out there. Despite calls for the end of the most recent bull cycle for the private capital markets, performance continues to chug along, despite some bumps in the exit road.  Returns across private equity, venture and real estate remained strong through the third-quarter of 2017 according
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