From Single to Mingle: Evolving from SMAs to a Co-Mingled Hedge Fund

Seven Steps to Operational Readiness

For hedge fund managers looking to transition from separately managed accounts (SMAs) to co-mingled funds, a successful investment strategy is only the beginning. Launching a fund introduces new operational, governance and regulatory requirements that demand careful planning.

Our white paper outlines seven essential considerations to help managers prepare for a successful transition, including:

• Selecting the right fund structure and domicile.

• Establishing governance, valuation and investor servicing frameworks.

• Building the operational infrastructure and service provider relationships needed to scale.

Download the white paper to explore the steps to institutional readiness and long-term growth.