How does an Investor Family work?


How does an Investor Family work? 

1. Investor Families provide an umbrella for all underlying investors associated to them, making it easier for a fund administrator to view all related investments from within one firm.

2. Within the contact manager, investors can all be associated and viewed as a single investor family.

3. For example, within an investor family named "Allstate" you can group together all of the Allstate investors. Note that you will see the commitments for all investors in the family grouped together as well.



 

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Topic Information
  • Topic #: 650-2174
  • Date Created: 09/24/2012
  • Last Modified Since: 10/18/2016
  • Viewed: 40