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Alternatives Reporting: From Below the Line to All of the Above

Alternatives are going mainstream. What are their reporting needs?

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Alternatives Reporting: From Below the Line to All of the Above

Alternative investments demand equal-treatment reporting. Hedge funds, private equity, real estate…non-traditional assets have long been a P.S. on financial statements. But today’s wealth owners expect detailed reporting on every asset in their portfolios, from most conventional to least liquid. The good news? There’s technology for that. In this quick but comprehensive guide, we outline four reasons wealth owners today expect and require upgraded alternatives reporting from their family offices and wealth managers.

Download the guide to learn more.