How small-to-midsize firms can not only survive, but flourish, in an age of compressed margins, increasing regulation and tough competition, was a major theme at the HFM Boston Operational Leaders Summit, sponsored by FundCount and other companies. FundCount led a roundtable discussion entitled “Tackling technology: selection, implementation & security.” In all three sessions, participants voiced…
Hedge Fund to Family Office: Continuing Trend or Past its Prime?
How small-to-midsize firms can not only survive, but flourish, in an age of compressed margins, increasing regulation and tough competition, was a major theme at the HFM Boston Operational Leaders Summit, sponsored by FundCount and other companies. FundCount led a roundtable discussion entitled “Tackling technology: selection, implementation & security.” In all three sessions, participants voiced…
Institutionalization Infiltrates the Family Office
The complexity of today’s family office investments calls for more sophisticated, “institutional-quality” accounting systems to ensure wealth preservation. These systems enable the family office to efficiently capture, track and report on the family’s financial activities. Why now? High and ultra-high net worth individuals have always needed to manage numerous investments, homes, art collections and other…
Investors and Private Equity: Making the Relationship Last
Private equity investors saw a 20 percent better return compared to their colleagues who stayed with conventional stocks. And, since private equity investments are illiquid and focused on the long-term, they are less volatile, thereby providing both a hedge against riskier investments and the diversification necessary for a well-balanced portfolio. That’s meant more and more…
How to Mitigate the Risk of a Cyberattack
Cybercrime is on the rise. While data breaches at large organizations from SWIFT to the IRS make front-page news, no company large or small is immune. Hedge funds, fund administrators and other firms whose success is built on trust and establishing strong investor relationships stand a lot to lose from a cyberattack. If data integrity…