Family Office Succession Planning

June 23, 2023 by Don Harder

For four seasons, HBO’s “Succession” has captivated fans with the Roy family’s darkly comedic yet tragic power struggles, betrayals, and fighting. Even at its most ridiculous, the show is a startlingly accurate depiction of what succession can do to a family office. From the standpoint of a family business, the reason why this show is…

Filed Under: Uncategorized

Theorem Fund Services wins Best Administrator Award

June 21, 2023 by Don Harder

FundCount client Theorem Fund Services has won the “Best Administrator – Technology” category at the Hedgeweek US Emerging Manager Awards 2023. This is a great achievement for Theorem Fund Services, and we are proud to partner with such an innovative and forward-thinking team! This hedge fund award means that Theorem Fund Services provides the best…

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“FundCount’s Front Office Offerings” Conference in Cyprus

June 21, 2023 by Don Harder

FundCount recently hosted a live event in Cyprus to showcase the latest trends in front- and back-office automation for fund administrations, hedge funds, and private equity firms. The conference was held on Monday 12 June 2023 at the Hilton Nicosia. The event was attended by many prospects and clients who have sought an end-to-end solution…

Filed Under: Uncategorized

Initial Coin Offering Guide

June 12, 2023 by Don Harder

In the area of cryptocurrencies and blockchain, a fundraising strategy known as an ICO, or initial coin offering, is used. It is comparable to an IPO (Initial Public Offering), however there are some significant variations. Startups frequently use ICOs to acquire capital, and the major benefit is that it does it without the need of…

Filed Under: Uncategorized

Multi-Currency Reporting Complexities

May 30, 2023 by Don Harder

Businesses having subsidiaries, franchises, holding corporations, or other arrangements in multiple countries absolutely must have multi-currency consolidations. You might already be doing business, keeping accounts, and reporting in multi-currencies as a developing company. You might even think of founding a foreign company at some point. While establishing local subsidiaries might have many advantages, it can…

Filed Under: Accounting, Reporting

Establishing a Foreign Invested Enterprise (FIE)

May 29, 2023 by Don Harder

A corporation can conduct business in a foreign economy by using a legal framework known as a foreign-invested enterprise (FIE). At crucial phases, establishing a Foreign Invested Enterprise means being subject to stringent government controls, which may limit their ability to make a profit. Furthermore, the FIE operating in the foreign nation may be subject…

Filed Under: Private equity, Wealth management

Addressing the Challenges of ESG Investing

May 24, 2023 by Don Harder

Environmental, Social, and Governance, or ESG, are the three main criteria used to assess an investment’s sustainability and social impact. ESG investing considers the effects of investments on society and the environment in addition to financial gains. The rising concern over social injustice and climate change has led to an increase in the popularity of…

Filed Under: Asset management

Building Resilience in Investment Management

May 18, 2023 by Don Harder

Building robust portfolios is essential for investors in today’s unpredictably and quickly changing financial environment. In a recent video, the international investment management company BlackRock offered insightful advice on how to accomplish this objective. We’ll review the most important points from the film and talk about the value of portfolio resilience in the present market…

Filed Under: Asset management

Asset Allocation for Mutual Funds

May 18, 2023 by Don Harder

Money market funds, bond funds, stock funds, and target date funds are the four categories into which mutual funds fall. Each of these fund types has a unique set of qualities, dangers, and advantages.  Types of Mutual Funds   For instance, money market funds are renowned for carrying little risk. This is because they are obligated…

Filed Under: Risk management

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