The First Step in Improving Investment Operations: Managing All Those Fund Documents

Asset allocators who invest in managed accounts and co-mingled funds—hedge, private equity, long only and others—typically do so in search of returns that are higher than or uncorrelated to the market.

While the ultimate returns and characteristics of each allocation are not guaranteed, one certain by-product of those investments is the plethora of documents that will make their way—or even worse, fail to make their way—into the email boxes of the allocator’s investment operations team. In this whitepaper, we examine what is needed to make document management easier.