Interval Fund Proration – Turning Product Features into Functionality
Interval Funds have enjoyed a meteoric rise in recent years, and despite a challenging year, assets now top $35b as of December 31, 2020, according to Interval Fund Tracker¹. The COVID-19 pandemic...
View ArticleChasing the ‘Active’ Trend in ETFs – Upfront Considerations
At the end of 2020, there were more than 2,390 ETFS listed in the U.S., with a record of nearly $5.5 trillion in assets. Actively managed ETFs set new records in 2020, as well. According to the NYSE1,...
View ArticleThe Expansion of ‘Model Portfolios’: Gaining Ground & Providing Efficiencies
Modern portfolio theory was introduced in the early ’50s and until the financial crisis in 2008 it was widely regarded as the optimal way to manage risk in a client portfolio. Even prior to that the...
View ArticleMutual Fund Board Considerations for Insurance in 2021
With 2021 well underway, fund boards will inevitably meet to consider insurance renewals at some point in the near future. Here are a few items for fund boards to consider and ask about heading into...
View ArticleFund M&A Activity is Booming. Things to Know Before You Go.
Savvy asset managers regularly re-evaluate their business and the market to identify acceleration or pivot strategies that will preserve or enhance their business model. Recently, we’ve seen an...
View ArticleSPAC Primer. Workings and Terminology.
SPACs, also known as blank check companies, are not a new concept; they have been around for more than 30 years. However, 2020 was a record year for SPACs in the U.S., and 2021 is continuing on that...
View ArticleEssential Elements of a Fund Compliance Program
In the world of investment company compliance, one can have all of the essential elements of a great compliance program, but without the intangible ingredient of a highly-experienced and attentive...
View ArticleETF Market Drivers. Why fund managers are launching exchange-traded funds.
Why do exchange-traded funds (ETFs) make sense for today’s investors? Maybe it’s tax efficiencies, availability, lower fees, diversification, or a mixture of all of these and more. Today’s ETF market...
View ArticlePrivate Equity: Outsourcing Fund Administration in the New Normal
In the new normal, outsourcing presents the opportunity for strategic partnerships that provide solutions to investment managers experiencing increasingly formidable fund administration requirements...
View ArticleAn Alternative Fund Solution for RIAs
Today there are about 6,000 companies that trade publicly on the NYSE and Nasdaq. Public listings surged recently from a 2016 low of 3,600, benefitting from a wave of SPAC mergers. However, in total...
View ArticleThe Rise of ESG and the Importance of ESG Data
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View ArticleThe Importance of a Comprehensive and Flexible Service Solution for ETF Fund...
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View ArticleTrends in Private Equity and Fund Administration
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View ArticleOvercoming the Interval Fund “Valley of Death”
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View ArticleDiving into the Private Equity Waterfall Model
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View ArticleThe Economic Reality of Investing in Minority-Owned Businesses
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View ArticleExploring Interval Fund Launch Strategies
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View ArticleUnderstanding the ETF Structure, Mechanics and Popularity
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View Article4 Technology Innovations for a Better Shareholder Experience
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View ArticleIs Launching an Actively Managed ETF right for your Investment Strategy?
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