Showing category "Finance" (Show all posts)

Regulatory demands increase, but asset services step up to the plate

Posted by Louie Drake on Wednesday, January 25, 2017, In : Finance

In the past few years, new regulations and reforms have been implemented, adding extra strain on hedge funds and other similar funds or companies. But third party firms offering asset services have been more than ready for this particular change in the financial climate.

Fund managers want to follow these new regulations

In the aftermath of the late-2000s financial crisis and the Bernard Madoff scandal, the U.S. government has done its part to prevent these things from happening again in the fu...
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Working with an outsourcing partner in hedge fund administration

Posted by Louie Drake on Wednesday, November 16, 2016, In : Finance

Hedge fund administration is at the core of any hedge fund operations. But at the same time, much of it can be turned over – and wisely so, most of the time – to the hands of a third party. How does a fund manager ensure that the partnership with an asset servicing firm will work?

Here are a few guidelines when working with an outsourcing partner:

Clearly stipulate the functions to be covered. Hedge fund administration should involve the following functions: Cash and trade reconciliation, ...
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Automating Middle and Back Office Functions to Streamline Investment Operations

Posted by Louie Drake on Wednesday, February 10, 2016, In : Finance

According to a 2014 Asset Management Industry Trends survey conducted by Confluence, 61 per cent of managers were eyeing to replace manual middle and back office operations with automated technology. The factors driving this goal are plain and simple: to provide accuracy of data, and to speed up processes.

"The financial industry has moved from a position of the workload being from something they can cope with to something they need to address," said Confluence’s EVP of global business devel...
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Industry Growth Point Hedge Fund Managers Towards Middle Office Solutions

Posted by Louie Drake on Wednesday, August 5, 2015, In : Finance

Hedge fund managers have been recognizing the importance of middle office solutions to meet the demand of a fast-growing industry. In the first half of 2012, hedge fund assets under management (AuM) passed the $2 trillion mark, for the first time exceeding the pre-financial-crisis peak of $1.9 trillion in the year 2007.

Institutions drive growth

The primary drivers of this growth are institutional investors. This shift in client base, together with increasing regulatory requirements, have pres...
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Influx of Institutional Investment in Hedge Funds

Posted by Louie Drake on Thursday, May 7, 2015, In : Finance

Challenges faced by the financial industry have tipped the table against the heavily regulated mutual fund model and towards the hedge fund model, increasing the need for hedge fund strategy.

Mutual Fund Model Becomes Outdated

The mutual fund model’s strategy is to buy then hold on to investments longer. They take less risks compared to their hedge fund counterparts. This means mutual funds are more vulnerable to the rise and fall of the increasingly unreliable market. Even when a mutual f...
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Hedge Fund News: Hedge Fund Exit Requests Rise

Posted by Louie Drake on Thursday, February 26, 2015, In : Finance

One of the biggest hedge fund news that shook the market early this year involves the rising number of exit requests, both from the US and UK investors. According to Marcel Woo of China Topix, some of the biggest US-based hedge fund managers have unloaded their shares from China’s e-commerce giant Alibaba by the end of last year.

Such a move might be a good decision as the company’s shares fell by about 27.6% on the New York Stock Exchange, landing at USD 86.85 from a whopping USD 120 in N...
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Creating Investor Relationships Through Hedge Funds

Posted by Louie Drake on Tuesday, January 20, 2015, In : Finance

Despite a rather lengthy court battle and some serious opposition, legitimate hedge funds are now able to somewhat freely advertise their services. In the past year since the advertising ban was listed, some hedge fund managers have cited less than stellar growth of new business. Opportunities may be few and far between because of the sluggish market, and because of the seedy reputation that hedge fund managers have earned over the last decade. Although hedge funds do present a high risk inve...
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Benefits of Using A Private Equity Marketing Firm

Posted by Louie Drake on Tuesday, October 28, 2014, In : Finance

Private equity marketing has existed for quite some time. In today’s complex marketing environment, digital marketing plays a major role in the success of equity marketing. Technology has made it considerably easier to communicate, track, and interact with the target market. Private equity marketing is a useful resource to reach target markets. Additionally, these firms attract new capital and increase deal flow. When considering an equity marketing firm, there are certain benefits the firm...
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Top 5 Ways of Marketing Financial Services

Posted by Louie Drake on Friday, August 22, 2014, In : Finance

Without a proper marketing plan, it can be very difficult to find and retain clients for your financial services. While many financial advisers treat marketing as an unnecessary burden that distracts them from their core business activities, it is actually through marketing that you get to build a loyal clientele that is exciting and fun to work with.

Marketing financial services is in fact much simpler than cold calling. Marketing activities, such as networking, PR and emailing can also lead ...
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How to Qualify for a Hedge Fund Investor Relations Job

Posted by Louie Drake on Tuesday, July 1, 2014, In : Finance

For many college graduates with degrees in finance or business administration, their dream job is to work on Wall Street managing multi-million dollar accounts. One of the most exciting jobs in the financial industry is working with hedge funds, where each day brings a new challenge and offers the opportunity to turn millions of dollars into several million dollars. While hedge fund positions are very competitive, those who have a knack for face-to-face communication and the ability to gain t...
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All About Hedge Fund Investor Relations

Posted by Louie Drake on Wednesday, May 28, 2014, In : Finance

Hedge fund investor relations rely upon alternative investment opportunities capable of explicitly pursuing total returns upon different investments. Overall, hedge funds have served as umbrella terms for absolute return fund investing throughout financial markets, including bond markets, stock markets, currency markets, commodity markets and derivative markets. Non-traditional management for portfolios, too, has become a useful tactic of hedge fund investors, and it grants users increased le...
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Growing a Hedge Fund with a Consultant's Help

Posted by Louie Drake on Tuesday, April 1, 2014, In : Finance

Many individuals are using a hedge fund consultant to their advantage because of how risky this type of account can be. When a hedge fund is opened, you are putting your own assets into the fund as an investment. This can also be done as a business partnership so that the fund grows faster than before. Because of its high-risk nature, a lot of individuals are finding that it helps to get assistance before actually using this type of fund and opening one for themselves.

By making use of a hedge...
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Hedge Funds: How Software Runs the Company

Posted by Louie Drake on Thursday, February 27, 2014, In : Finance

Hedge funds manage millions of dollars of investor capital. They generate profits for their clients using high-risk/high-payout strategies and complex algorithms to find optimal trades while simultaneously limiting risk related to profit target. Due to the sensitive nature of their work, hedge funds have gradually evolved their core business with cutting edge software infrastructure to achieve precision and efficiency. The use of mechanical systems and software packages are now commonplace at...
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Getting Help with Running a Financial Company

Posted by Louie Drake on Friday, January 17, 2014, In : Finance

If you own a financial company that provides assets and loans to customers, there are many things you should know in order to make your company a true success. Many people attempt to start up their own finance companies and try their best to make everything work. Unfortunately, without the right financial marketing agency and business coaching, it can be difficult to know where to start and what to do in certain times throughout running the company. Having a marketing agency working for you a...
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Hedge Fund Success: Employing Hedge Fund Consultants

Posted by Louie Drake on Thursday, December 12, 2013, In : Finance

Hedge funds, aggressively managed collective investment schemes, invest private capital with the goal of maximizing the return on investment. Unlike mutual funds, hedge funds are generally unregulated. To be successful, a hedge fund requires two parties, investors and managers; however, managers will often employ a third party, consultants, to ensure that the fund is profitable.

Investors

Normally, hedge funds are open to a select number of investors, requiring a large preliminary investment. ...
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Investing With Hedge Funds

Posted by Louie Drake on Tuesday, October 15, 2013, In : Finance

Many individuals believe that in the wake of the dual financial and housing crisis of 2008, the entire hedge fund industry is not to be trusted. As a matter of fact, only a very few hedge funds were actually involved in the fraud that brought down the world markets. Most of them were actually involved quite heavily in trying to protect the assets of their clients from the ravages of the few companies that were trying to defraud the rest of the industry.

What this means is that any person who i...
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