Many investment managers and asset owners are struggling with a new reality and working to restructure portfolios, all while trying to shrug off a 10-year bull market euphoria-induced hangover. [...]
Market interest has increased rapidly in the last few years regarding two types of registered closed-end funds – interval funds and tender offer funds. These structures represent a [...]
In 2018 Ultimus published a variety of educational and insightful blog posts to help investment advisers manage various aspects of their firm. Written by subject matters experts at Ultimus, [...]
In part 1, we reviewed the considerations for long-term success when launching a fund, not just the immediate costs to organize and operate a fund. In the next two [...]
[Dave Carson, Director of Client Strategies, recently spoke with Bill Hortz, Dean of the Institute for Innovation Development, to discuss his perspective on the growing interest in interval funds. Is the investment product [...]
Has the idea of converting a private fund into a mutual fund ever crossed your mind? Or, are you worried that there are too many complexities involved in a conversion? [...]
The wide acceptance of operational outsourcing among fund managers combined with the continued pressures to reduce fund expenses have led to an increasing preference for the multi-series trust (“series trust”) [...]
How Launching a Mutual Fund Can Help Advisers Manage More Effectively - While the mutual fund asset pool continues to grow, fund managers are also seeing increases in money put [...]