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If you find IT project planning and initiation daunting (and who doesn’t), then help is at hand – in the shape of a humble shopping list. Project planning and initiation are much like going to the supermarket (without the wonky-wheeled trolley). You know you want food, but if you just trawl the aisles with little […]

Why private funds’ administration technology is now a major competitive differentiator Fund administration was once viewed as the boring relative at the family get-together: they had to be there, but no one paid them much attention and they added little to the party. Today, fund administration may still not be the life and soul of […]

Funds are getting more complex. Hybridisation of the open- and closed-fund worlds continues as traditional managers and hedge funds tap opportunities in private markets, and private market firms seek to ‘democratise’ access with vehicles targeting high-net-worth investors. Regulatory compliance responsibilities are intensifying (not least with the global uptick in anti-money laundering requirements and Securities and […]

Money market funds are back in favour, and we’ve been enhancing the functionality in our transfer agency solution to make money market fund support that bit easier. Investors have ploughed $1 trillion into global money market funds so far this year, drawn by a surge in yields to more than 5%, continued economic uncertainty, and […]

Two commentaries on the fund administration industry recently caught my eye. Together they speak to the key capabilities investment managers need from their service providers, the opportunities and challenges that presents for administrators, and the IT infrastructure they need to deliver them. Rapid technology advances, investor service expectations, cost pressures, evolving investment structures and rising […]

Whether the US Securities and Exchange Commission’s (SEC) new private fund advisers rules eventually go ahead, and in what form, may still be a matter for the courts. But given mounting regulatory concern around the private market industry’s systemic importance, and the risks that may lurk there, greater transparency for the sector is coming. Further […]