Filter by category: Asset Allocation • Tools and Processes • Threat Modelling
TJ’s talk on automating accounting and investment reporting at Singapore dbt Meetup event
On Thursday, August 29, 2024, TJ gave a talk on automating accounting and investment reporting with dbt at a Singapore dbt Meetup event. 🍕🍺🤖
Standardising disparate data feeds for investment reporting and accounting
TJ P discusses some challenges of handling data from banks and brokers, then explains our standardisation and automation processes for streamlining bookkeeping and creating accurate financial statements.
Portfolio accounting and investment reporting
Peter Burchhardt discusses Titanium Birch’s approach to solving challenges in accounting and investment reporting consolidated across multiple entities.
Correlation
“Nothing is more useful than water: but it will purchase scarcely anything.”
— Adam Smith
50% of companies we know have domains that are vulnerable to email spoofing
We’ve been running due diligence on the various companies we interact with, including vendors and investment targets. One element of our process has been to assess a firm’s email security risks.
Our family office’s cyber threat model
Peter Burchhardt shares insights about the cyber threats facing our firm and our mitigation strategies for a few particularly relevant ones. We hope what we share here will help others reduce their risks.
Our chain of IT tools
In this blog post, you’ll find a list of IT tools we use to run Titanium Birch