{"id":633,"date":"2023-04-24T14:28:02","date_gmt":"2023-04-24T14:28:02","guid":{"rendered":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/"},"modified":"2023-07-11T15:18:03","modified_gmt":"2023-07-11T15:18:03","slug":"iq-eq-cosmos-asset-owners-and-family-offices","status":"publish","type":"case_study","link":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/","title":{"rendered":"IQ-EQ Cosmos &#8211; Asset owners and family offices"},"content":{"rendered":"<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <h2 style=\"text-align: left\">The client<\/h2>\n<p style=\"text-align: left\">A U.S. single family office (SFO) that invests across multiple different strategies including credit, real estate and private equity.<\/p>\n<h2 style=\"text-align: left\">Our solution<\/h2>\n<p style=\"text-align: left\"><a href=\"https:\/\/iqeq.foleon.com\/brochure\/iq-eq-cosmos\/\">IQ-EQ Cosmos<\/a> provides portfolio information on dashboards tailored to suit the needs of an asset owner, allowing the asset owner or family office to manage their exposures, quantify the total performance of the portfolio and forecast future valuations. The dashboards are available on any device, providing actionable intelligence in an efficient manner, and the portfolio metrics can be tailored to that particular user\u2019s role. In the case of family office clients, we provide high-level dashboard information on the family\u2019s entire asset portfolio to the family principal, while providing the chief investment officer with a tailored set of data metrics. For other family members, we can provide information on their individual holdings, all within the same secure platform environment.<\/p>\n<p style=\"text-align: left\">As IQ-EQ Cosmos enables both specific deal multiples and portfolio metrics, our U.S. SFO client gained access to information across all their different consolidated investments. The family office conducts bi-weekly meetings with the principal, exporting the information from IQ-EQ Cosmos to inform conversations around the allocations and performance. On a quarterly basis, the client also exports information directly into PowerPoint for presentations to the principal alongside their investment narrative.<\/p>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":629,"menu_order":0,"template":"","expertise":[33],"service_category":[],"class_list":["post-633","case_study","type-case_study","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>IQ-EQ Cosmos - Asset owners and family offices | IQ-EQ Cayman Islands<\/title>\n<meta name=\"description\" content=\"IQ\u2011EQ\u202fCosmos provides family offices and asset owners with live dashboards for performance, exposure and forecasting. Click to discover how.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"IQ-EQ Cosmos - Asset owners and family offices | IQ-EQ Cayman Islands\" \/>\n<meta property=\"og:description\" content=\"IQ\u2011EQ\u202fCosmos provides family offices and asset owners with live dashboards for performance, exposure and forecasting. Click to discover how.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/\" \/>\n<meta property=\"og:site_name\" content=\"IQ-EQ Cayman Islands\" \/>\n<meta property=\"article:modified_time\" content=\"2023-07-11T15:18:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/iqeq.com\/ky\/wp-content\/uploads\/sites\/17\/2024\/08\/MicrosoftTeams-image-153.png\" \/>\n\t<meta property=\"og:image:width\" content=\"900\" \/>\n\t<meta property=\"og:image:height\" content=\"900\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/\",\"url\":\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/\",\"name\":\"IQ-EQ Cosmos - Asset owners and family offices | IQ-EQ Cayman Islands\",\"isPartOf\":{\"@id\":\"https:\/\/iqeq.com\/ky\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/iqeq.com\/ky\/wp-content\/uploads\/sites\/17\/2024\/08\/MicrosoftTeams-image-153.png\",\"datePublished\":\"2023-04-24T14:28:02+00:00\",\"dateModified\":\"2023-07-11T15:18:03+00:00\",\"description\":\"IQ\u2011EQ\u202fCosmos provides family offices and asset owners with live dashboards for performance, exposure and forecasting. Click to discover how.\",\"breadcrumb\":{\"@id\":\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#primaryimage\",\"url\":\"https:\/\/iqeq.com\/ky\/wp-content\/uploads\/sites\/17\/2024\/08\/MicrosoftTeams-image-153.png\",\"contentUrl\":\"https:\/\/iqeq.com\/ky\/wp-content\/uploads\/sites\/17\/2024\/08\/MicrosoftTeams-image-153.png\",\"width\":900,\"height\":900},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/iqeq.com\/ky\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Case Studies\",\"item\":\"https:\/\/iqeq.com\/ky\/case-studies\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"IQ-EQ Cosmos &#8211; Asset owners and family offices\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/iqeq.com\/ky\/#website\",\"url\":\"https:\/\/iqeq.com\/ky\/\",\"name\":\"IQ-EQ Cayman Islands\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/iqeq.com\/ky\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"IQ-EQ Cosmos - Asset owners and family offices | IQ-EQ Cayman Islands","description":"IQ\u2011EQ\u202fCosmos provides family offices and asset owners with live dashboards for performance, exposure and forecasting. Click to discover how.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/","og_locale":"en_US","og_type":"article","og_title":"IQ-EQ Cosmos - Asset owners and family offices | IQ-EQ Cayman Islands","og_description":"IQ\u2011EQ\u202fCosmos provides family offices and asset owners with live dashboards for performance, exposure and forecasting. Click to discover how.","og_url":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/","og_site_name":"IQ-EQ Cayman Islands","article_modified_time":"2023-07-11T15:18:03+00:00","og_image":[{"width":900,"height":900,"url":"https:\/\/iqeq.com\/ky\/wp-content\/uploads\/sites\/17\/2024\/08\/MicrosoftTeams-image-153.png","type":"image\/png"}],"twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/","url":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/","name":"IQ-EQ Cosmos - Asset owners and family offices | IQ-EQ Cayman Islands","isPartOf":{"@id":"https:\/\/iqeq.com\/ky\/#website"},"primaryImageOfPage":{"@id":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#primaryimage"},"image":{"@id":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#primaryimage"},"thumbnailUrl":"https:\/\/iqeq.com\/ky\/wp-content\/uploads\/sites\/17\/2024\/08\/MicrosoftTeams-image-153.png","datePublished":"2023-04-24T14:28:02+00:00","dateModified":"2023-07-11T15:18:03+00:00","description":"IQ\u2011EQ\u202fCosmos provides family offices and asset owners with live dashboards for performance, exposure and forecasting. Click to discover how.","breadcrumb":{"@id":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#primaryimage","url":"https:\/\/iqeq.com\/ky\/wp-content\/uploads\/sites\/17\/2024\/08\/MicrosoftTeams-image-153.png","contentUrl":"https:\/\/iqeq.com\/ky\/wp-content\/uploads\/sites\/17\/2024\/08\/MicrosoftTeams-image-153.png","width":900,"height":900},{"@type":"BreadcrumbList","@id":"https:\/\/iqeq.com\/ky\/case-studies\/iq-eq-cosmos-asset-owners-and-family-offices\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/iqeq.com\/ky\/"},{"@type":"ListItem","position":2,"name":"Case Studies","item":"https:\/\/iqeq.com\/ky\/case-studies\/"},{"@type":"ListItem","position":3,"name":"IQ-EQ Cosmos &#8211; Asset owners and family offices"}]},{"@type":"WebSite","@id":"https:\/\/iqeq.com\/ky\/#website","url":"https:\/\/iqeq.com\/ky\/","name":"IQ-EQ Cayman Islands","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/iqeq.com\/ky\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/iqeq.com\/ky\/wp-json\/wp\/v2\/case_study\/633","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/iqeq.com\/ky\/wp-json\/wp\/v2\/case_study"}],"about":[{"href":"https:\/\/iqeq.com\/ky\/wp-json\/wp\/v2\/types\/case_study"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/iqeq.com\/ky\/wp-json\/wp\/v2\/media\/629"}],"wp:attachment":[{"href":"https:\/\/iqeq.com\/ky\/wp-json\/wp\/v2\/media?parent=633"}],"wp:term":[{"taxonomy":"expertise","embeddable":true,"href":"https:\/\/iqeq.com\/ky\/wp-json\/wp\/v2\/expertise?post=633"},{"taxonomy":"service_category","embeddable":true,"href":"https:\/\/iqeq.com\/ky\/wp-json\/wp\/v2\/service_category?post=633"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}