Service Provider News & Perspectives

July 2, 2024

XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend

XAI offers custom product build and consulting services, including development and market research, sales, marketing, fund management and administration.

June 26, 2024

Strategy Is Nothing Without Implementation

By collaborating with a third party like us, you gain access to a broader range of expertise and resources, ensuring that your strategy is not just a document but a dynamic, actionable plan leading to measurable success.

June 21, 2024

AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP

Morningstar Wealth will join the AssetMark platform as a third-party strategist, providing advisors with model portfolios and separately managed accounts managed by Morningstar.

June 19, 2024

Enhancing Collaboration With Compliance: Practical Steps For Success – Part Two

At Marketing Intent, we understand the nuances of navigating the compliance landscape within the alternative investment sector.

June 12, 2024

I Don’t Want To Pay Taxes, There Is An “Alt” For That

Investing in energy partnerships offers benefits such as diversification and the opportunity to take advantage of meaningful tax deductions and investor returns.

June 12, 2024

Kevin Davis Joins XA Investments as Head of Sales & Distribution

Mr. Davis brings a wealth of alternative investment expertise to bear in leading XAI’s distribution efforts in the interval fund and closed-end fund marketplace.

June 11, 2024

Private Equity Rolling Funds

Rolling funds offer an innovative and flexible approach to private equity investment, providing benefits in continuous fundraising, steady capital deployment and greater investor flexibility...

June 5, 2024

Empowering Investors: Fostering Loyalty Through Investor Relations

Six key areas of investor relations outreach serve to empower investors with the knowledge and perspective they need understand and appreciate the performance of fund management.

June 5, 2024

BNY Mellon’s Pershing Launches a New Suite of Products on its Wove Platform

Wove Investor, a one-stop client portal that enables investors to view account info across multiple custodians, and use self-service features to quickly complete simple tasks on their own, such as check balances across all investment accounts, on a single interface.