Cash management is one of the most important treasury management functions for a hedge fund. As a naturally complex process, it involves a routine and detailed examination of systems and core functions. Successful cash management requires time and effort as well as the active management of capital in order to sustain a fund’s ongoing activity, mobilization of cash and optimization of liquidity.
Asset managers looking to achieve success in 2020 will have to conquer three key challenges such as firm-wide operational cost reduction, the broadening of their alternatives and custom solution offerings, and driving tangible insights and innovation through native cloud technology.
A practical comparison of data requisites
Form PF must be filed by private fund investment advisers that are registered with the SEC and have at least $150 million in assets under management (AUM). Depending on the size of the reporting fund and fund type, various sections of Form PF are required to be filed.
Jurisdictional nuances for AIFMD Annex IV reporting
The Alternative Investment Fund Managers Directive (AIFMD) Annex IV transparency reporting requirements pose a significant challenge for EU-based alternative investment fund managers (AIFM) and non-EU-based managers who market alternative investment funds (AIF) within the European Union. Read More
In the age of fee pressure, investor demand for proof of alpha, and constant comparisons to passive funds, active fund managers are turning to technology for help. One area of focus is the traditional research management system (RMS). For many, it is simply a tool for collaboration
and note-taking. But new advances in technology can transform the RMS into something much more powerful—a solution that can take the research process to new heights.