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Nov 23, 2022

How to Benefit from the Retail Alts Explosion

Recent years have seen explosive growth in the retail market for alternative investments, or “Retail alts” in the shorthand of the industry. Once the domain of sophisticated, wealthy qualified investors, the alternatives marketplace is being demystified and democratized. According to RIA Intel, around 45% of private wealth advisors allocate some of their client assets to alternatives.

Nov 17, 2022

Managing Fund Documents with Next-Generation Technology

Asset allocators, whether they invest in hedge funds, private equity, or other managed accounts and comingled funds, have to process a massive number of documents as a byproduct of those investments. Portfolios with 100 private investments receive an average of 4,000 documents annually from fund managers, including transaction and capital call notices, valuation statements and financial statements. These documents need to be immediately categorized and sorted, with their information captured and made accessible as needed. Manually processing these documents—a time-consuming endeavor that carries substantial risk for errors—is a major roadblock to producing a consolidated view of portfolio holdings.

Nov 4, 2022

Liquidity Risk Management: A Case for Broader Data & Model Integration

In the wake of the 2008 global financial crisis, researchers and institutional investors became more interested in liquidity risk modeling at large. As market and funding liquidity assessment have now become key requirements for major regulatory bodies, fund managers and risk specialists have sought to integrate liquidity risk analysis into their daily operations.

Nov 3, 2022

Four Considerations for Launching a Fund

While fund managers are among the most skilled professionals in the industry, their insights can fail to resonate with investors without strong operational support. The increasing cost of compliance and infrastructure, combined with poor fund structure and lax reporting can disrupt the efforts of even the best fund managers. It’s important to focus on four key areas to get the most out of their operational relationships.

Oct 31, 2022

Challenges of Managing Voluntary Corporate Actions

Managing voluntary corporate actions (VCAs) has many challenges, as we covered in our "Middle Office Series - ​Voluntary Corporate Actions" podcast. Processing these corporate actions is operationally risky; if events are missed or elections are submitted late or incorrectly, the consequences can be costly—some institutions have experienced losses in the millions of dollars.

Oct 26, 2022

Gaining Operational Efficiency With Effective Treasury Management

As part of our middle-office podcast series, we hosted a podcast to discuss what clients need in a treasury management platform, and how incorporating real-time data and a range of middle-office operational services into the solution can help optimize returns.

Oct 19, 2022

AI & Robotics: Transforming Modern Business Processes

The use of Artificial Intelligence (AI) and robotics in businesses is increasing rapidly and it’s transforming operations in modern business processes. These technologies have already proved themselves with the advancement in self-driving cars, virtual assistants, machine learning concepts and more.

Sep 23, 2022

What to Look for in a Trade Matching Service Provider

We recently hosted a podcast to discuss the tools investment managers need for an efficient trade matching process, as well as how to respond to changing regulations and what to look for in a service provider.

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