Service Provider Perspectives- Page 6 of 10

Service Provider Perspectives

June 26, 2023

Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles

Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a registered mutual fund–such as an interval fund, tender fund, or a daily NAV fund— the topic of custody can sometimes lead to confusion. Private fund managers…

June 14, 2023

Due Diligence Events

Due Diligence Events June 14, 2023 | Marketing Intent Let’s talk about due diligence events. The majority of asset managers are holding them – especially now that in-person events are back in full swing. But not all firms are delivering a high-class experience to advisors. READ ON FOR TIPS ON DESIGNING AN EVENT ADVISORS WILL…

May 16, 2023

Private Credit Funds: Challenges and Opportunities

Private Credit Funds: Challenges and Opportunities May 16, 2023 | SS&C Changes in the mainstream lending landscape and the market's less volatile nature drive more fund managers toward the private credit space. Preqin recently estimated the market's growth rate is accelerating to 17.4% annually, with private debt becoming the second largest private capital asset class…

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…