For non-US fund managers wishing to tap into the US retirement marketplace, setting up a Collective Investment Trust (CIT) could be an attractive proposition, given the growth of defined contribution (DC) assets. Thanks to their ease of set-up, speed to market, and share class flexibility, CITs are enjoying a renaissance
Attend almost any financial industry event today and the chances are a panel discussion will refer to blockchain and the transformation opportunities it could afford the industry. It has become a buzzword, a term that one has to pretend to understand and nod sagely whenever it comes up in conversation.
Increasingly, the search for alpha is pushing asset managers into the furthest corners of financial markets. New asset classes, new instruments and new geographies are conspiring to place huge pressure on pre-existing operating models as managers struggle to cope with the volume of investment data. Whereas previously the front office
The life of the Chief Compliance Officer is not getting any easier with respect to the many regulatory and compliance demands placed on today’s alternative fund management community. Dealing with diverse issues ranging from tax compliance (in the form of FATCA and Common Reporting Standards) to cybersecurity developments and upcoming
Alternatives have become a more mature option for institutional allocators, yet the reporting obligations fueled by the constantly evolving regulatory landscape has become a challenge for a large number of alternative fund managers. Whereas a decade ago, alternative fund managers could get away with basic investor reporting, delivered almost as
One of the persistent pain points for alternative fund managers is finding a way to streamline the investor onboarding process by automating the subscription document process. To date, this has remained a notoriously inefficient and error-prone set of processes, stymieing the ability for managers – both hedge funds and PERE
Meaningful conversations create value. With the proliferation of information sharing and communications platforms, ranging from Vine and Instagram to Snapchat, Dropbox, Pinterest and, of course, Twitter, individuals and businesses (think fashion houses, advertising agencies, media organisations) have many ways to connect and interact across the globe. As the Internet of
Sat here writing this article in one of London’s many coffee shops there are at least half a dozen others tapping away on their MacBooks. By 2020, it is estimated that 40 to 50 per cent of the global workforce will work for themselves, in a freelance or independent consultant
By James Williams (pictured) – The private equity secondary market has experienced significant growth in deal volumes and investor interest in recent years. According to Cogent Partners, secondaries volume was USD22.5 billion in 2010. This rose to USD27.5 billion in 2013, and reached USD42 billion in 2014. Last year, deal flow was estimated to have
One of the clear benefits to the increased proliferation of platforms, which offer infrastructure-as-a-solution, is that it is helping start-up and emerging fund managers compete on a level playing field with larger entities. In some ways this gives them a competitive advantage given that established institutions find it hard to
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