Key factors to consider when selecting CLO trustees and collateral administrators
Here, we explore the key areas for investment managers to consider when selecting CLO trustees and collateral administrators.
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.
Understanding fund custody: Private versus publicly offered fund vehicles
Fund custody can be a confusing topic. Discover the differences between private fund custody and registered fund custody.
Public, nontraded business development companies (BDCs) vs. tender-offer funds
Recently, we have seen increasing interest in public, nontraded BDCs among our clients who offer interval funds or tender-offer funds.
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.
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.
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.
