ULTIMUS’ TOP BLOG POSTS OF 2018
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 2 – LAUNCHING A ’40 ACT MUTUAL FUND: TOP 5 FAQS
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 parts, [...]
A MUTUAL FUND STRUCTURE WHOSE TIME HAS COME? LET’S TALK ABOUT INTERVAL FUNDS
[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 [...]
CONVERSION CONSIDERATIONS FOR INVESTMENT MANAGERS – 5 REASONS TO CONVERT FROM A PRIVATE FUND TO A MUTUAL FUND TODAY
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? [...]
IS YOUR SERIES TRUST THE WRONG FIT?
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”) [...]
GAINING SCALE AND EFFICIENCY IN YOUR SMA STRATEGY
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 [...]