Whilst setting up such a program requires some forward planning and resources, with careful thought it can reap dividends for both the manager and participants
As global markets continue their attempts to adjust to the policies of President Trump’s second term, there is a resounding sentiment of uncertainty and volatility. However, one consistent market theme that appears to have staying power is the strength of the USD compared to other global currencies
Many alternative investment firms such as hedge funds, private credit and private equity firms now understand that fostering a diverse talent pool is not just the right thing to do but also makes good business sense
Not only must firms gain control over their current operations with technology, but they must also be able to onboard new asset classes and strategies as they will inevitably emerge
Investment funds registered with the Cayman Islands Monetary Authority (CIMA) will need to determine whether they will elect to take the "alternative route to compliance" or whether they will establish and maintain a beneficial ownership register
From back-office automation and enhanced decision making to managing risk and portfolio optimisation, fund service providers are increasingly looking at the potential for sophisticated AI tools to help maximise returns and achieve investor goals
For the vast majority of private capital fund managers, a degree of cost rationalisation and revision of their operating model for the future was necessary last year
Your tax compliance data can be leveraged for more than simply filing tax returns and your process should deliver the ability to transform those tax compliance data into actionable decision-support information
There will be industry concern about the prospect of having to overhaul existing SFDR-compliant systems following the investment made over the last few years
Now, as the industry prepares for sweeping new cybersecurity rules proposed by the Securities and Exchange Commission (SEC), it is more important than ever for organisations to understand and manage their security risks