Inside the Data: When Total Return Hides Sector Risk
Juan Gris - Still life and urban landscape (Place Ravignan) A portfolio may report a 12% equity return against an 8% target, appearing to have delivered a strong result. Yet sector attribution …
Inside the Data: When a 0.5% Limit Stops Being Useful
Lyubov Popova - Portrait of a Philosopher A portfolio can remain within a ±0.5% monthly performance deviation limit while its rolling tracking error rises over several quarters. In plain terms, the manager …
Inside the Data: When Probability Becomes a False Signal
Juan Gris - The Sunblind In one of our client reports, a Monte Carlo analysis showed that several equity positions had less than a 10% probability of recovering their book value within …
Inside the Data: The Illusion of the “Average” Credit Rating
Juan Gris - The Breakfast - Musée National d'Art Moderne In one analysis of our Executive Reports, a fixed income portfolio reported an average credit rating of A and a duration of …
Inside the Data: Is Your Manager Taking Unauthorised Risks to Chase Yield?
Why “Compliant” Dashboards Fail Families and What to Do About It Fernand Léger - The City The Reporting Gap Most financial reports are written by the very people managing your money. By …
A Case Study: The Succession of Rupert Murdoch
Lessons in Governance, Power, and Family Alignment Rupert Murdoch’s recent succession settlement marked the end of one of the most closely watched family business stories in modern history. After decades of speculation and internal …
The Costs of Misalignment in Family Advisory
Most family offices manage assets, but more importantly, they manage legacies. And legacies aren’t built on numbers alone: they’re built on trust, alignment, and the ability to bring the right conversations into the open. …
Cultural and Global Considerations in Family Governance
Family enterprises are shaped as much by relationships and values as they are by financial results. Decisions often reflect a mix of tradition, personal dynamics, and long-term vision. Governance, in this context, provides a …
A Comprehensive Guide to Portfolio Valuations
Portfolio valuations are critical yet often misunderstood tools in investment management. When executed consistently and interpreted correctly, they become one of the most powerful decision-making tools for investors and family councils. Whether you’re a …
Making Sense of Financial Data with the Right Visualisation
Financial data is the foundation for smart decisions, regardless of whether you’re running a family office, advising clients, or managing your own investments. But let’s be honest: long tables of numbers and dense reports …