Insights

Best Practices: Delivering Your Alternative Investment Data Into Reporting, Accounting, and Analytics Systems

As an OCIO or Investment Consultant, institutional investors hired you to outsource much of their investment decision making, and ultimately optimize performance...

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Challenges and Tactics to Scale Your RIA, OCIO, or Institutional Investment Firm

Growing an RIA, OCIO, or Institutional Investment business is becoming increasingly complex, especially as allocations to private and alternative investments continue to...

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Time Optimization Calculator: Quantify the Time and Money Spent on Alternative Investment Workflows

Allocators, institutional investors, administrators and others who allocate to alternative investments spend between $9,000 and $4 million a year on manual data...

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Institutional Investor and Wealth Management Operations: Three Big Trends to Watch

One quarter into 2019 and the nearly decade-long bull market seems to be back in gear after a fourth quarter stock market...

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4 Ways Investment Operations Professionals Can Boost Productivity

“The true price of anything you do is the amount of time you exchange for it.”  – Henry David Thoreau As an...

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How Much is Alternative Investment Data Entry Costing You?

Calculate and Gauge Your ROI The operational costs of managing your employees and processes can be high. In alternative investment operations, simply...

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Takeaways from Canoe’s Client Roundtable on Operational Challenges and Technology Best Practices

Our Client and Prospect Roundtable on Operational Challenges and Technology Best Practices was hosted in December 2018. In attendance were prominent Multi-Family Offices...

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Family Office Fintech Trends: Takeaways from the 4th New York Family Office Fintech Summit 2019

On Thursday, March 21, several hundred investment, operations, and compliance leaders at private and commercial family offices, and other wealth management firms,...

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Manual Data Entry is Costing Investment Firms up to $4 Million a Year. Why?

How many documents are regularly managed by institutional investors or wealth managers? The number could easily reach into the hundreds of thousands,...

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Canoe CEO Letter

As 2019 gets underway, I want to take a moment to review Canoe’s eventful 2018 and look ahead to the new year....

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