Seeding a Mutual Fund

Seeding a Mutual Fund with SMAs

Investment advisers may encounter challenges scaling their products or executing certain strategies within an SMA. Advisers may want to consider supplementing their product suite with mutual funds, which don’t have these limitations.

Launch a Fund

Launch a Fund

Launching a fund can be like buying real estate: The process is relatively straightforward, but there are a number of potential pitfalls that could cost you time and money, and possibly scuttle the deal.

Tax

US Tax Requirements for Fund Managers

In the United States, tax developments have led to some asset managers shifting their operations and looking to outsource to specialists in order to stay abreast of changes and ahead of the competition. It is critical as regulation across the funds industry increases in complexity and US tax laws evolve, that both onshore and offshore…

EU Flags

Europe as a Centre for Offshore Investors – 2019 Outlook

Asset managers today continue to face intensified regulation, through both global standards and regional directives, resulting in a complex cross-jurisdictional compliance landscape. Yet the rise of the global manager, and for those that embrace compliance and get a head start on understanding the regulations, returns are up and new technologies mean plenty of opportunity. There…