Flexible and Aligned Solution

With several changing managers and investments, this old English Endowment was looking for a new reporting set-up for monitoring the changes and for making the reporting process to the Investment Committee easier and more streamlined – focusing on their investment universe and portfolios.

It was important for the Endowment that the reporting could be flexible and be aligned with the Investment Committees ideas and expectations. With PandaConnect they got all their needs fulfilled also covering the reporting process towards the governing body.

PandaConnect Welcomes Newly Started Nordic Multi Family Office

A newly started Multi Family Office in the Nordics has chosen to work with PandaConnect. Starting up a family office is not easy. A start-up is often associated with large initial costs and long implementation time.

The client wanted a solution that fits the stage of the business now as well as the business within a couple of years. It was easy for the client to team up with PandaConnect as we offered a start-up friendly business-model, where we share the interest in growing the business. PandaConnect concentrates on administration while the client focusses on developing the business. It was of great importance for the client, that they could grow without should be worried to be able to give their clients the reporting needed – also in the future

City based Charity

A large old Charity based in City of London has selected PandaConnect as their reporting partner concerning the charity’s investment portfolio. The reporting covers both the needs of the Investment Committee regarding the risk profile of the portfolios and the performance measurement and the portfolio accounting. PandaConnect was amongst others selected due to our experience with working with the Investment Committee. We are very proud working together with such a well established institution and look forward to our corporation in hopefully many years to come.

Reporting for Special Clients

PandaConnect enters into a collaboration with a leading Nordic independent asset manager. With a wide range of investments, it is important for the client being able to report on all investments to their clients across their entire investment universe. Besides all the needed functionalities, it was of great importance, that PandaConnect is 100% independent from other advisors, banks e.t.c.

For the client this solution also means that the client can migrate their clients to the new platform in a pace not disturbing the focus on creating long term returns for their clients.

Board Meeting Reporting

Nordic diversified Family Office

A Nordic family office with a diversified asset portfolio has chosen PandaConnect to help with daily administration and board meeting reporting through the platform. The CFO managed solely the administration part which had become extremely complex and too dependent on a single individual. Therefore, the family office started a process of investigating a system that could support the CFO with consolidation of their holdings. Initially looking for a “software only” solution, the family office was hesitant moving forward with PandaConnect, however after a number of demonstrations and a POC it was clear that PandaConnect could enhance the existing investment administration significantly and match everything that a sole software solution could provide the family office.
We are happy to start the collaboration, covering both software, the data gathering and processing, delivering valuable output to base the future investment decisions upon.

SFO with a complex structure 

Danish Single Family Office with a wide investment universe has chosen to work together with PandaConnect. The decision was based on a solid knowledge to PandaConnect’s system, services and organisation. Based in a complex portfolio structure, the purpose of having the services is to keep the overview over all investments as a whole, but also being able to report on each entity and sub entity. In the chosen solution it has been very important that the investment reporting (risk and performance) and investment accounting is based on the same data. All of us says welcome.

After a short process of investigating PandaConnect’s skills and capabilities within portfolio administration and performance reporting we are proud to say we are now cooperating with the endowment. Amongst others, the quick process was possible due to the very fine referrals from our existing clients nearby – a large thanks from us. The goal for the client is to establish a smooth reporting process, giving the Investment Committee a solid insight in their portfolios – on a total level as well as on individual managers, funds and properties.

Clients in Luxembourg

We are happy and proud. The past week has been fantastic. The week has brought us 3 new clients, based in Luxembourg independent of each other.  The new clients are all within the Family Office business. Two of the clients are professional Single Family Offices and the third a newly started Multi Family Office. One of the SFO’s (with a background in construction and properties) found us through an independent advisor rooted in Belgium. The SFO has a long history within investments. The other SFO (with a background within retail) has +100 years history with a very modern philosophy, focusing on sustainability in their investments in all aspects. This SFO is also represented in Italy and UK. The MFO is quite new and operates out of Luxemburg and Belgium. As a newly established MFO it has been crucial, that the pricing model follows the development of the client base. Even more important – the selected solution shall strongly support the growth of the client base – both when it comes to handling a number of clients with very diversified investments as well as signaling control of their infrastructure and strong governance. We welcome our clients from Luxemburg, and look forward to a long and warm cooperation.

A brand new fund has been established on PandaConnects platform. The people behind had a great investment process, the right people and the funding – but…needed an infrastructure. With the PandaConnect solution it is possible for the fund to live up to their responsibilities from day one.

Having an established and recognised solution also tells the future investors that the people behind will be able to focus on value creation and performance. With the PandaConnect solution they can easily add another fund when it becomes applicable. We look forward join you.