Read the latest insights for the institutional marketplace, from community banks and municipalities to some of the largest corporations, broker-dealers and fund companies in the U.S. and abroad.
The fund audit off-season: Fall planning meeting checklist
Holding a fall planning meeting is a valuable way to capture lessons from the last fund audit experience and to plan for the next.
Institutional Topics
Pre-need trusts vs. Pre-need insurance for funeral planning
Read how funeral homes help customers plan for future funeral costs with different payment options, such as pre-need trust and pre-need insurance.
Not just dollars: Why U.S. firms should consider transacting in foreign currencies
Many executives at U.S. firms recognize the advantages of conducting trade in foreign currencies. Here, we share the benefits, risks and costs.
Launching a private fund with plans to convert to a registered fund
Here, we explore how some alternative-investment managers launch private funds expecting to convert them to registered funds.
Why do most mutual funds make year-end distributions in December?
Investors can be wary of making new mutual fund investments with upcoming year-end distributions. Here, we cover why that may be good advice.
Alternative investment back-office themes for the remainder of 2025
Here are thoughts on three major themes for back-office operations managers in the alternative investment industry.
What does a custodian do for private funds?
Discover how an institutional custodian ensures security for all parties and enables managers to run their businesses efficiently.
