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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...

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Chasing 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,...

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The 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...

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Mutual 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...

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Fund 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...

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SPAC 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...

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Essential 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...

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ETF 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...

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Private 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...

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An 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...

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The Rise of ESG and the Importance of ESG Data

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The Importance of a Comprehensive and Flexible Service Solution for ETF Fund...

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Trends in Private Equity and Fund Administration

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Overcoming the Interval Fund “Valley of Death”

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Diving into the Private Equity Waterfall Model

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The Economic Reality of Investing in Minority-Owned Businesses

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Exploring Interval Fund Launch Strategies

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Understanding the ETF Structure, Mechanics and Popularity

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4 Technology Innovations for a Better Shareholder Experience

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Is Launching an Actively Managed ETF right for your Investment Strategy?

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