Mutual Fund

>Mutual Fund

Porting Performance

When hedge fund managers or advisers with separately managed accounts (SMAs) consider launching a mutual fund, they often ask similar questions. Can performance be ported over from a hedge fund [...]

By | 2015-08-14T14:11:08-04:00 August 14, 2015|

Switching Fund Administrators

Why do firms delay a move to a stronger service partner as they grow? Most often, it is the fear of a conversion. For mutual funds, a well-planned, comprehensive and [...]

By | 2015-08-14T14:03:48-04:00 August 14, 2015|