SUMMARY In February 2023, Bob Ohanesian, Investment Operations Manager, from the University of Southern California (USC) Investment Office, participated…
Learn how Canoe and Bipsync are providing the ideal tech stack for document and data management for the University of Southern California Investment Office.
Learn how Lake Street Advisors centralized its alternatives data and document management with Canoe and Addepar.
This paper explores some of the reasons behind the continued growth in alternatives, the challenges it has created and how technology, standardization and industry expertise can provide a solution.
Align Impact, anticipating significant client growth, desired a technology solution to bring scale and structure to its complex alternative investment workflows.
Learn how Canoe helped AdvicePeriod scale its manual workflows by providing a technology solution to streamline and automate these repetitive tasks.
