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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.

Sep 21, 2022

The State of ESG Investing in 2022: Trends and Regulations

Amid a variety of global events, 2022 has been a challenging year for many ESG investment strategies. Energy companies, most often associated with encouraging fossil fuel dependency, have performed well given the spike in energy prices driven by supply chain issues and the war in Ukraine. However, many ESG strategies screen out energy companies over concerns about their impact on climate change. At the same time, many ESG-related investment strategies have been overweighting allocations to technology stocks, which have performed relatively poorly for most of the year.

Aug 16, 2022

Key Inflation Concepts Impacting Your Portfolio

As the Federal Reserve raises rates to combat rising inflation, the consumer price index soared to another 40-year high as prices rose 9.1% in June. Inflation has investors worried, so let’s take a step back and review key related concepts and debunk an important myth.

Jul 27, 2022

Inflation 101: What It Is and What It Means for Your Portfolio

Ronald Reagan once said, “Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hitman.”

But what do we actually mean by inflation? By the same token, how confident are you of defining deflation, disinflation and hyperinflation?

Reagan was elected US president in 1980. At the time, the price of a gallon of unleaded gas was about $1.13. By the end of May 2022, the same commodity costs $4.61—an increase of 308%.

Aug 12, 2021

Navigating the complexities of 18f-4 compliance

Last year as capital markets shifted across the globe, it became clear that stronger risk management is needed to protect investors. With equity markets seeing deep downside and extreme volatility, the use of derivatives would either become a safe haven for the hedges they provided, or a curse for those who were using them for leverage and got caught on the wrong side. 


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