The Need for Funds to Remodel Their Cash Management Processes

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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.

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Reporting Under Form PF vs. AIFMD

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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.

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Jurisdiction Nuances in AIFMD Reporting

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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

How technology can transform the research experience

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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.

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