The evolving dynamics of the institutional investment industry form a complex dance. Everything adds to the intricate pattern: market changes, investment managers, investor needs, institutional partnerships, economic patterns ... and, yes, regulatory and compliance controls around security and data privacy.
As part of the investor relations team for an equity long/short, Rob wears many hats. Among them are capital raising and sales and marketing, so he spends a lot of time with his broker-dealers, mining them for introductions.
Austin, Texas, is one of the fastest growing cities in America – but that growth is causing a real estate affordability crisis for the middle-income residents who compose the city’s core workforce. In 2016, a non-profit organization, Affordable Central Texas (ACT), founded the Austin Housing Conservancy (AHC) Fund to meet this crisis. AHC is an investment fund that buys multifamily apartment properties in neighborhoods throughout Austin and preserves their long-term affordability for people who are the backbone of the city. AHC therefore bridges two worlds: the investment world and the non-profit world.
With more than $4.8 billion in assets under management and offices in Seattle, Portland, San Francisco, and Santa Barbara, Freestone Capital is one of the larger wealth management companies on the West Coast. It’s also one of the most progressive. Backstop Solutions has been a partner in that progressive advance for ten years, boosting operational efficiencies and supporting investment management in innumerable ways.
The maxim, “cash is king,” isn’t just true in business. It’s also true in investment management: every one of our CIO clients cares about cash. Pensions, endowments, foundations, and insurance investors can never fall short on cash, no matter what market conditions are. Some investment offices even have a staff member whose full-time job it is to make sure that what’s reflected in their bank accounts is what’s reflected in their portfolio management system. That’s why our latest release deepens our clients’ ability to reflect the cash holdings in their portfolios. We can give CIOs an intelligent and fuller representation of the uninvested cash in their portfolios.