Service Provider News & Perspectives

May 9, 2023

Marketing Intent: The Power Of The Pivot

Marketing Intent: The Power Of The Pivot May 9, 2023 | Marketing Intent Your fund just closed and you expected it to be open for six more months. Your marketing plan is out the window. So what do you do next? THIS IS WHERE THE POWER OF THE PIVOT IN BUSINESS COMES INTO PLAY. Changing…

May 1, 2023

Zero-Click Content

Zero-Click Content May 1, 2023 | Marketing Intent If something says, “Read Here,” are you apt to click? Or does that call to action make you feel inconvenienced or bored and you move on? LET’S DISCUSS ZERO-CLICK CONTENT, AN EMERGING TREND IN MARKETING THAT REQUIRES – YOU GUESSED IT – ZERO CLICKS TO ACCESS CONTENT.…

May 1, 2023

Expect more from a full-service alternative investment transfer agent

Expect more from a full-service alternative investment transfer agent May 1, 2023 | Computershare Growing your alternative investment portfolio is challenging – there are risks everywhere. Managing complex stakeholder engagement and mitigating risk across board composition, voting, corporate secretarial responsibilities, tax and regulatory reporting, and corporate events can be complex and time consuming. Alternative investments…

April 27, 2023

Automation is critical to modernizing the loan market

Automation is critical to modernizing the loan market April 27, 2023 | Steve Sulecki | SS&C With institutional investors allocating to debt funds in growing numbers, it's not surprising private equity and hedge fund managers are interested in diversifying into this sector. However, they are navigating significant operational and accounting challenges. Despite the growth and…

April 26, 2023

Trend following and the diversification potential of positive skew

Trend following and the diversification potential of positive skew April 26, 2023 | Andrew Snyder | CAIS Investors tend to rely upon well-known risk-adjusted return measures—such as Sharpe and Sortino ratios—when using alternative strategies to build diversified portfolios and extract differentiated returns. But are investors sometimes forgetting about other important properties that may create a…

April 26, 2023

Don’t Be Held Hostage By PowerPoint

Don’t Be Held Hostage By PowerPoint April 26, 2023 | Marketing Intent A client we recently worked with was frustrated with their PowerPoint presentations. EVERY SLIDE WAS AN IMAGE CREATED BY A GRAPHIC DESIGNER APPEARING VERY POLISHED (AND VERY HARD TO UPDATE). Problems with PowerPoint We get it. You want your presentations to be on…

April 11, 2023

UPREITs: Keeping Real Estate Investments in Play

UPREITs: Keeping Real Estate Investments in Play April 11, 2023 | Altigo Asset managers know there’s more than one way to invest in real estate, and many of them manage multiple funds with different strategies and structures to give investors options. Those choices might include either a Delaware Statutory Trust (DST) or a Real Estate…

April 5, 2023

Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing

Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing April 5, 2023 | Marketing Intent Marketing Intent, a marketing firm specializing in alternative investments, announced that it achieved the honor of winning a Gramercy Institute Award for Strategic Excellence in Financial Marketing. Gramercy Institute, an industry think-tank focused on the intellectual needs…

April 4, 2023

Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration

Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Versity Invest. Phoenix American will support Versity’s real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder…