In the new normal, outsourcing presents the opportunity for strategic partnerships that provide solutions to investment managers experiencing increasingly formidable fund administration requirements and challenges. The pandemic of 2020-2021 [...]
Why do exchange-traded funds (ETFs) make sense for today’s investors? Maybe it’s tax efficiencies, availability, lower fees, diversification, or a mixture of all of these and more. Today’s ETF [...]
In the world of investment company compliance, one can have all of the essential elements of a great compliance program, but without the intangible ingredient of a highly-experienced and [...]
SPACs, also known as blank check companies, are not a new concept; they have been around for more than 30 years. However, 2020 was a record year for SPACs [...]
Savvy asset managers regularly re-evaluate their business and the market to identify acceleration or pivot strategies that will preserve or enhance their business model. Recently, we’ve seen an increase [...]
With 2021 well underway, fund boards will inevitably meet to consider insurance renewals at some point in the near future. Here are a few items for fund boards to [...]
Modern portfolio theory was introduced in the early ’50s and until the financial crisis in 2008 it was widely regarded as the optimal way to manage risk in a [...]
At the end of 2020, there were more than 2,390 ETFS listed in the U.S., with a record of nearly $5.5 trillion in assets. Actively managed ETFs set new [...]
Interval Funds have enjoyed a meteoric rise in recent years, and despite a challenging year, assets now top $35b as of December 31, 2020, according to Interval Fund Tracker¹. [...]
You’ve likely heard the expression: “Innovate or die” (often attributed to Peter Drucker, an influential thinker on business management). The saying holds true for investment advisers, as well. To [...]