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Jul 15, 2022

Choosing a Front-to-Back Solution for Investment Managers and Insurers

Both investment managers and insurance portfolios have grown increasingly complex over the past few years.  M&A activity between the two has also accelerated, forcing the newly combined entities to figure out the best way to integrate disparate, overlapping and redundant systems as well as address redundant or overlapping operations and staff. Legacy technology and inefficient operating models can quickly erode any increase in revenue or margin garnered from such deals.

Oct 15, 2021

Choosing the right hedge fund partner

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?

Oct 7, 2021

Growing trends for ETFs technology and compliance

Trends like exponential growth, new entrants to the space and investor focus on low-cost products have led to an increased interest in front-to-back ETF servicing solutions. These trends are also prompting providers to take a more consultative approach, helping sponsors develop their own internal workflows. In fact, basket services and workflow fees are the most important processes in the ecosystem. However, it’s not a one-size-fits-all situation.

Sep 14, 2021

An advisor’s view: Choosing a series trust over a stand-alone trust

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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