Corporate Blog

The Dynamo Software blog, beyond providing the latest company news and product developments, features exclusive commentary on issues impacting the alternative asset industry. Dynamo Software staff, supported by their in-depth and diverse experience in alternative assets, are joined by independent thought leaders and executives in sharing their insights on critical topics such as the latest compliance initiatives, optimizing deal management, due diligence best practices, and effective investor relations.

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Blog Archive

A Top 10 Foundation and a Multi-Billion Dollar Pension Reveal Their Secrets for Automating Data & Document Collection

The Problems: Like many asset allocators with exposure to alternative investments, the City of San Jose Office of Retirement Services and Kamehameha Schools are inundated with emails and documents, especially from their private investments, prospective managers, and direct deals.  High-value staff were spending a large percentage of their time collecting and organizing these communications but

Solving the Security Concerns of Family Offices

Cyberattacks are taking over news headlines and large corporations are prioritizing securing their information. With the frequency of data breaches increasing, securing Family Offices from cybersecurity threats should be a top priority. In Citi Private Bank's Family Offices and Cybersecurity Report Edward V. Marshall, Director in the Global Family Office Group at Citi Private Bank,

How to Safeguard Your Endowment Operations Future

The endowment is the lifeblood of the higher education institution. While only 5% of total asset value is typically spent by the endowment annually, the size of that 5% impacts tuition rates, staff salaries, campus programs, new construction, and other initiatives that directly impact a college or university’s reputation, student experience, and potential enrollment. The

Master a New Frontier: How Asian Investment Firms can Mitigate Risk with Alternative Asset-Specific Investment Management Software

While the geopolitical landscape is never static, the uncertainty around the coming year may be unprecedented. The ongoing Brexit process is uncharted economic territory for the European Union, and while the outcome of the 2016 US presidential election will surely have an enormous impact on international investment markets, the type of impact remains unknown. As

How Investment Management Software Can Make You the Office Hero

Often, Dynamo Software clients are required to substantiate the business case for adopting an investment management software platform. Given a full understanding of the issues that they face in their role, often times articulating the benefits that will impact their colleagues will be taken under greater consideration. Below are five benefits that can carry across

Dynamo Software Releases New Research on Multi-Asset Class Portfolio Tracking Challenges

Whitepaper Highlights Limited Partners’ Perspectives on Portfolio Management Technology WATERTOWN, MA – Dynamo Software, Inc., a premier provider of industry-specific investment management software for alternative asset firms and asset allocators, has released the findings of a quantitative survey focused on the difficulties faced by limited partnerships that are monitoring and reporting on a multi-asset class

Owning Your Implementation – Insight from an Industry Technologist

Russell Leupold is the Director of Project Management at The Riverside Company. A project management Professional certified by the Project Management Institute, he leads projects at Riverside that encompasses teams, regions, and technologies across the global organization. Mr. Leupold’s expertise in driving efficiency through strategic development and technology initiatives has established Riverside as a leader

Win with Rapid Intelligence: The Value of Data Connectors to Your Investment Management Software

David Frank, the CEO and Managing Partner of Stonehaven LLC published a list of the “Top 16 Alternative Investment Trends for 2016” in January that carries heavy implications for firms’ long term futures. Two trends on Frank’s list were particularly striking, and directly related to each other. The first is that “asset managers will increasingly

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