INTRODUCTION Financial intermediaries conduct various levels of product due diligence to gain a better understanding of the investment firm’s Competitive Edge. Due diligence questionnaires cover two key areas; firm and [...]
Are You Ready For Distribution? The Gemini Companies (Gemini) distributor believes successful marketing strategies require a thorough self-assessment during the distribution planning phase and frequent reviews to adjust accordingly. During strategy [...]
By Paul Wick, Alternative Strategies Specialist The 60/40 investment strategy that is rooted in Modern Portfolio Theory* maintains that diversification among asset classes will help boost returns. But, as investors [...]
Representatives from Gemini Alternative Funds were on hand to accept the award at a ceremony in New York City on 15 September 2016. Institutional investors and fund managers who read Hedgeweek voted online to choose winners of the publication’s annual awards. Gemini Alt’s dedicated managed account offering and its Galaxy Plus Fund Platform offering received...
Alma Piscitello, SVP, Head of Strategic Relationships for Northern Lights Distributors was recently quoted in the Fund Operations article, “Understanding the Nuances of Omnibus Accounts”. The article discusses the rise of omnibus accounts in the mutual fund industry and how that has spurred a new operational role, one that focuses on intermediary relationships and fee...
Gemini Alternative Funds has formed a new partnership with Orion Adviser Services to launch the “Galaxy Plus Managed Account Platform” app within Orion Connect. The Galaxy Plus MAP connects qualified investors with alternative strategies from multiple trading managers. The firm said the options would be inside a fixed-fee structure, would invest in only liquid securities and...
Orion Adviser Services, LLC (“Orion”) today announced it has created an integration with Gemini Alternative Funds, LLC (“Gemini Alt”), which is part of The Gemini Companies. Gemini Alt will launch its new Galaxy Plus Managed Account Platform (MAP) app in the Orion Connect portfolio accounting software platform, delivering one-click, single-sign-on access to the Galaxy Plus...
Northern Lights Distributors, LLC (“NLD”) has unveiled the online Adviser Knowledge Center, which is available on its recently redesigned website. The Adviser Knowledge Center provides interactive and informative content, including [...]
Northern Lights Distributors, LLC (“NLD”) has rolled out a redesigned website (http://www.nldistributors.com) as part of its ongoing effort to help investment advisers navigate the distribution universe. “Heightening the visibility of [...]
A 16-year-old tactical asset manager just entered the mutual fund business, and it already has $1 billion in mutual fund AUM. Egg Harbor Township, New Jersey-based Hanlon Investment Management launched [...]