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Aug 2, 2021

Showing performance advantages through active tax management strategies

Investment in US exchange-traded funds (ETFs) broke new records in 2020, with inflows exceeding $500 billion for the first time and topping the previous year’s record by 55%. Last year’s advance capped more than a decade of steady growth for passive mutual funds and ETFs, many built to track indices. Much of that growth came at the expense of actively managed mutual funds, which saw outflows virtually equivalent to passive fund inflows over the same period.

Nov 13, 2018

SMAs for hedge funds: customized solutions or "just a huge side letter?"

How can hedge fund managers profitably answer the growing demand for liquidity, transparency, and increased control on the part of investors?

That question sparked a lively panel discussion moderated by SS&C Advent’s Katherine Pearce, vice president of Product Management and Solutions Consulting, at GAIM Ops West. The panel comprised of a mix of investment, legal, and compliance officers from leading US hedge funds.

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