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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…

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 managers aren't…

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 presentations and marketing…

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 other preferences.…

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 the administrative…

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
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