Categorized Insight Articles



Breaking Down Breaking Even in Mutual Fund Operations– Why There is No Blanket Answer to the Break Even Question

By Dave Carson, VP Director of Client Strategies, Ultimus Fund Solutions In the results-driven investment world, it’s common for startup mutual fund managers…

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Five Critical Questions to Help Identify the Ideal Distribution Partner

By Kevin Guerette, VP Director of Distribution Strategies, Ultimus Fund Solutions In the last 15 years, understanding the nuances of fund distribution…

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The 5 Insider Insights Many Liquid Alts Managers Overlook

By Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies of Ultimus Fund Solutions.It seems like everyone is talking about…

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Real World Marketing: Real World Stories

Advice for Investment Advisers of Mutual FundsModerator: Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies at Ultimus…

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The Share Class Creation Conundrum

Tips and Considerations for Making the Right Distribution and Business DecisionsBy Kevin Guerette, VP Director of Distribution Strategies and Bo Howell,…

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Wholesale Changes - Key Considerations for Launching Funds and Building a Sales Structure in the New Distribution Dynamic

By Kevin Guerette, VP Director of Distribution Strategies at Ultimus Fund Solutions, and Keith Brown, Principal, Keith Brown Consulting An investment manager…

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The Truth About Track Record Portability

By Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies of Ultimus Fund Solutions. The number of private funds converting…

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Do Your Distribution Due Diligence

How to ask the right questions to help your fund gain traction and assets By Kevin Guerette, Director of Distribution Strategies, Ultimus Fund Solutions Managers…

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