We recently sat down with industry experts in the investment management space in Ireland to talk about the direction of the market and the industry. Arun Neelamkavil and John Madigan are independent directors and consultants. We asked them about the post-COVID landscape, and they discussed trends that seem likely to continue.
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Public companies and investment firms tend to operate in a way that is in keeping with the preferences of their shareholders. More recently, an increasing interest in environmental, social and governance (ESG) concerns has prompted companies to include those practices in their investment decisions and principles.
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Launching a hedge fund involves planning for operations as well as overall strategy. A strong operational setup positions you to get up and running smoothly and ready to start growing. One option to launch quickly is to partner with a front-to-back solution, but how do you choose the right provider for your needs?
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Fund managers are facing liquid and illiquid market challenges. As a result, fund firms are increasingly looking to active treasury management as a way to drive value directly to the bottom line through incremental performance and profitability gains. This requires a shift in thinking to view the treasury function as a profit center rather than an operational hub.
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While hedge fund side pockets are typically used by hedge fund managers to manage liquidity and reduce risks around sudden redemptions, managers are increasingly viewing side pockets as a path to opportunities outside of a fund’s core strategy or mandate, as they can be used in pursuit of asset classes like private equity and real estate, derivatives or cryptocurrencies.
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Whether managing endowments, pension plans, trusts, foundations or family offices, asset allocators need a consolidated view and analysis of their complex portfolios. Disparate systems, outdated technologies, data security and rapid growth in the industry can create significant challenges for asset allocators. As organizations look for ways to increase efficiency, one approach is to find a platform that consolidates all data in a single location.
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Since the onset of the COVID-19 pandemic early last year, we’ve all had to navigate many changes in our personal and professional lives. From working remotely to integrating new technology into our day-to-day routine, we continue to adapt.
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We recently sat down with Jeff Hakala, CPA, CFA, Chief Executive Officer and Co-Chief Investment Officer at Clarkston Capital, and David W. Rumph, CPA, Director of Institutional Operations, Marketing & Strategy for Clarkston Capital to discuss their experiences selecting a series trust partner. Clarkston Capital Partners, LLC was looking for an efficient—and comprehensive—solution.
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