Trustee perspective on collateralized fund obligations (CFOs)
Strong demand for private equity and credit investments has increased the popularity of collateralized fund obligations (CFOs). Here are insights from our work on CFOs.
Interval and tender-offer fund distribution strategies
When it comes to registered products, a solid investment strategy paired with intentional distribution strategies is essential.
Why private equity leaders are moving to outsourced fund administration
Here, we explore why private equity leaders and investment managers continue to outsource private equity fund administration.
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.
Defend against business email compromise fraud
Business email compromise scams are becoming more sophisticated, which is why well-established workflows and systems are critical to prevention.
Generating revenue and cultivating trust: Institutional banking as a UMB pillar
Here, Phil Mason, UMB president of institutional banking, explains how institutional banking fits within UMB’s overall strategy.
Confronting challenges with the availability of data in private equity fund reporting
These tips can help private equity managers to understand the challenges with private equity fund reporting and research data integration.
What is Form PF? – Update on new SEC amendments
Form PF is an important regulatory rule for fund advisors. Here, we explain the new SEC amendments, which mandate the disclosure of additional information.
Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Difference between interval and tender-offer funds and what trips up investment managers during the fund formation process.
New entrants to the registered fund space: Don’t fight the ’40 Act!
The SEC recently issued a risk alert for fund managers, highlighting deficiencies and weaknesses. Learn why you don’t fight the ’40 Act.
