Individually Managed Funds: investment strategy
We are trying to figure out the best way to group our separately managed investment advisors via financial filter. Since there is a 1:1 relationship between a fund and an investment strategy, the only place we can reasonably point to is adding a financial filter of investment strategy. We have 21 separately managed investment advisors, each with their own corresponding pool. Each pool has multiple charitable funds (73 charitable funds and $42 AUM as of today). The goal is to pull a balance sheet and income statement by investment strategy, so I can identify activities such as how much in gifts, grants, and admin fees are processed through the separately managed investment advisor program. Would welcome your thoughts if there is another solution. I’ve been doing this manually each month “grouping” all 73 funds.
Luis Leon
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