Articles

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…

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…

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…

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…

There’s no escaping it.  The regulatory tsunami that followed the financial meltdown continues to ripple throughout the industry.  No financial sector or region is spared.  While asset managers are over the hump implementing the mandates of several directives such as UCITS V, there’s still more on the table for 2017.  MiFID II, AIFMD, MLD4, CRS…