Share
What Alternative Investment Firms Should Look for in Turnkey Software Solutions

What Alternative Investment Firms Should Look for in Turnkey Software Solutions

Introduction Alternative investment firms face unique challenges, from complex regulatory requirements to intricate fund structures. As the industry continues to...

Arman Salavitabar, CFA 26 July 2024
Why Digital Factsheets Are a No Brainer for Fund Managers

Why Digital Factsheets Are a No Brainer for Fund Managers

Digital factsheets represent a significant leap forward from the traditional manual processes of creating PowerPoint presentations and PDFs. If fund...

Arman Salavitabar, CFA 25 July 2024
The Benefits of Automated NAV Retrieval for Fund Managers

The Benefits of Automated NAV Retrieval for Fund Managers

Introduction For fund managers, the process of obtaining Net Asset Value (NAV) data from administrators and manually integrating it into...

Arman Salavitabar, CFA 14 July 2024
Why Managed Accounts Lack Scalability: Key Challenges and Alternatives

Why Managed Accounts Lack Scalability: Key Challenges and Alternatives

Managed accounts are investment portfolios managed on behalf of individual clients, tailored to their specific investment objectives, risk tolerance, and...

Arman Salavitabar, CFA 2 July 2024
The Administrative Nightmare of Private Fund Investing

The Administrative Nightmare of Private Fund Investing

This paper explores the various steps involved in investing in private funds (e.g., hedge funds, private equity/credit funds, etc.), highlighting...

Arman Salavitabar, CFA 1 July 2024
The Operational Demands of Feeder Funds: Why They Require Significant Resources

The Operational Demands of Feeder Funds: Why They Require Significant Resources

Introduction Despite their benefits, feeder funds are notorious for being operationally resource-intensive. This paper explores the intricacies of feeder funds,...

Arman Salavitabar, CFA 29 June 2024
Why Wealth Advisors Need a Powerful Tool for Managing Alternative Investments

Why Wealth Advisors Need a Powerful Tool for Managing Alternative Investments

Wealth advisors face increasing operational complexities in managing alternative investments. As the demand for these investment vehicles grows, logistical and...

Arman Salavitabar, CFA 25 June 2024
Why Feeder Funds are Outdated and Bankable Products are the Future

Why Feeder Funds are Outdated and Bankable Products are the Future

Historically, feeder funds have been the primary vehicle to open access to alternative investments. However, the traditional feeder fund model...

Arman Salavitabar, CFA 22 June 2024
The Challenges of Using Alternative Investment Databases to Identify Opportunities

The Challenges of Using Alternative Investment Databases to Identify Opportunities

Written by: Alternative investment databases are widely used to streamline the search for investment opportunities in hedge funds, private equity,...

Arman Salavitabar, CFA 6 June 2024
The Dual Challenges of Real Estate Operators: Regulation and Capital Raising

The Dual Challenges of Real Estate Operators: Regulation and Capital Raising

Written by:Real estate is a unique asset class that presents distinct challenges for operators, primarily because many of them are...

Arman Salavitabar, CFA 5 June 2024
The Pain Points of Investment Fund Distribution: Challenges and Solutions

The Pain Points of Investment Fund Distribution: Challenges and Solutions

Written by:Investment fund distribution, especially in the alternative investment space, is a complex process that comes with numerous challenges. From...

Arman Salavitabar, CFA 1 June 2024
Overcoming Challenges in Launching a Digital Asset or Crypto Fund

Overcoming Challenges in Launching a Digital Asset or Crypto Fund

The digital asset and cryptocurrency market has experienced substantial growth, attracting increasing interest from investors. Despite the lucrative potential, launching...

Arman Salavitabar, CFA 28 May 2024
Unlocking Value Through Innovation: Insights into Fund Tokenization

Unlocking Value Through Innovation: Insights into Fund Tokenization

1. Definition and Overview What is Tokenization in Investments? Tokenization in the context of investments refers to the process of...

Arman Salavitabar, CFA 20 May 2024
Key Considerations for Fund Managers in Launching ESG Products

Key Considerations for Fund Managers in Launching ESG Products

Introduction Environmental, Social, and Governance (ESG) investing has become a significant trend in the financial industry. With growing awareness of...

Arman Salavitabar, CFA 13 May 2024
Crafting a Marketplace for Alternative Investments: An Institutional Guide

Crafting a Marketplace for Alternative Investments: An Institutional Guide

Crafting a Marketplace for Alternative Investments: An Institutional Guide The alternative investment marketplace provides investors access to a plethora of...

Amin Naj 8 May 2024
Navigating the Creation of an Alternative Investment Index: A Comprehensive Guide

Navigating the Creation of an Alternative Investment Index: A Comprehensive Guide

Introduction The creation of an alternative investment index can be a vital tool for tracking the performance of these unique...

Amin Naj 5 April 2024