Why portfolio monitoring goes wrong

There is a perception that implementing portfolio monitoring solutions is ‘easy’. Whilst in practice it should be, the reality is often different. Having worked on countless software implementations for clients across the private capital markets, we know that so many previous implementations have simply failed to generate meaningful value for investment teams. Jess Shepherd explores some of the main reasons why these implementations are unsuccessful. And then, as you would expect, offers some suggestions on how to ensure they succeed. You can find the article here.