Blogs

Although the use of technology can help differentiate investment firms, while gaining a strategic advantage, problems can occur when data and technologies are not implemented, utilized or managed effectively.

To assist advisers considering the unlisted closed end fund wrapper for new products, our whitepaper examines predominant fee structure options and trends across various strategies in the interval fund marketplace targeted to retail and high-net-worth investors.

To help asset managers gain a competitive edge, part one of this two-part article details the current technology and data strategy trends in the private equity industry and the impact on organizational efficiencies via the use of data and technology. Part two of this series covers the common complexities of implementing new technology and mitigating potential challenges.

The SEC and its Canadian equivalent, the Canadian Capital Markets Association (CCMA) recently adopted a rule amendment shortening the settlement cycle of securities transactions to trade date plus one (T+1) effective May 27th/28th, 2024. Currently, settlements within these markets for applicable securities occur on T+2.

In recent years, many private equity and venture fund managers have explored ways to increase adaptability and enhance operational productivity within their management company operations. Forward-looking firms have recognized that fund growth leads to increased operational volume, complexity, and operating expenses.

The 2023 ExchangeETF Conference was an important gathering for the ETF industry and ETF-centric advisers in what may be a pivotal year that could usher in more growth and innovation. With over 3,000 ETFs in this now crowded market, and 2023 set for a possible record year for launches, sorting through the ETF universe and taking advantage of key trends and enhanced business innovation is critical to success. In addition to our active participation in the conference, we wanted to write a review and share our thoughts on this year’s event to give our partners and clients a deeper sense of the trends within the ETF marketplace.