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.
Transparency—As due diligence becomes extensive, fund managers need to be transparent about what rules are in place to show investors what technology and operational safeguards to expect. Choose a partner with the infrastructure to provide the reporting that investors need.
Compliance requirements—Fund managers need to be able to respond to the continuously changing and increasing regulations across multiple markets. Choose a platform that can adapt as definitions and requirements shift.
Supporting growing assets under management—Large funds and small funds have different needs. Choose an operational partner that can support growth and provide services or requirements for large funds so that you can scale up as needed.
Cyber-security and governance—Technology needs and costs continue to increase as the industry responds to increasing demands from regulators. Choose a partner with a track record of helping funds meet requirements across different markets.