The SPC Advantage: Streamlining Family Office Wealth Management
For family offices, navigating the complexities of wealth management across generations requires a robust and…
Category: Blog
Tapping Into the Potential of Analytics Partnerships
Despite the proliferation of powerful data analytics and advanced portfolio tools, many investment firms still…
Selling US Funds in the EU Is Not Nearly As Complicated as It Seems
There is common misconception among US and other non-EU investment managers that selling their funds…
How To Improve Your Fund’s Marketing By Summer’s End
For some decades, as Spring gets ready to turn to summer, I get calls from…
What to Look for in an Outsourced Management Company Accounting Provider
The majority of investment managers in the US are actually small to medium sized companies…
Is Private Equity Interest in the NFL Really All About the Real Estate Play?
The talk of the town in private equity circles at the moment is the potential…
Pitfalls in Cyber Insurance Coverage and How to Avoid Them
Cyber insurance serves as an effective safeguard against a cyber attack by providing time-critical resources…
What This Family Office Survey Means for Your Fund’s Marketing
Fidelity Investments produces a bi-annual investment survey of family offices about how they are investing.…
Merchant Cash Advances Strategies a Growing Corner of US Private Credit Market
Private credit strategies have been the growth story in the private markets in the past…
The Series LLC: A Boon for Asset Management Firms
It’s been a while since I’ve written about the Series LLC structure – back in…
Creating Institutional Visibility
Starting fresh For emerging managers not coming from big-name firms, grabbing investor attention can be…
Are You Clearly Differentiating Your Fund Product?
Each year it grows more challenging for an emerging hedge fund manager to attract investors.…
Why Your Startup Private Equity Firm Needs to Hire a Fund Administrator At Launch
Many who start a new private equity firm have some investors lined up for their…
Continuation Funds Providing New Solutions for Private Debt GPs and LPs
Before founding Fundviews Capital, I helped wealth managers to create customised portfolios of alternative investment…
Consultant Database Reporting: How Managers Can Increase Their Visibility and Avoid Missing Out on Search Activity
Managers are often challenged with the demands of consultant database population due to a lack…
Marketing Collateral Format Should Fit Function
When you’re tasked with creating print materials for presentations, one of the first decisions to…
Financial Technology as a Strategic Advantage
The asset management industry stands at a crossroads, where the largest firms are leveraging technological…
Justified Optimism for Better Year in Alternative Investment Industry
Like many of you reading this, I’ve just returned from the annual hedge fund week…
Why Your Private Equity Firm Needs an Outsourced COO: Unlocking Efficiency and Growth
In the fast-paced world of private equity, where deal flow and maximizing returns reign supreme,…
Why Emerging Hedge Fund Managers Should Consider First Loss Allocations
Whenever a hedge fund manager hears the term ‘first loss’ at a conference, they have…
Marketing Roadblocks To Asset Raising Success
Could your money management firm do better in its selling efforts? It is as important…
The Importance of a Robust Cybersecurity Program for Fund Administrators
US regulator the Securities and Exchange Commission (SEC) announced its cybersecurity plans for RIAs and…
Will 2024 Be the Year When Distressed Commercial Real Estate Finally Gets Going?
If you read the news, you’ll know that the commercial real estate (CRE) market has…
Helping Your Hedge Fund Attract Investors
There are thousands of hedge funds; more than enough to clutter the competitive landscape. With…
Some Advice for Those Looking to Launch a New Fund Next Year
At EFSI, we are fortunate that we have a good presence in the emerging manager…
Optimism for Alternative Investment Industry Rebound in 2024
Most subsets of the private markets – private equity, venture capital, real estate – have…
Beneficial Ownership Reporting: Promoting Transparency and Combating Illicit Activities
Beneficial Ownership Information reporting (BOI) is a critical tool in the global fight against financial…
Brand Or Commodity: Which Will Your Firm Be?
As a money manager your ability to survive and thrive is as dependent on your…
Private Equity Industry Ending 2023 on Something of an Uptick
Back in May I wrote about the private equity industry and how deal activity in…
Accessing Medium to Longer Term Capital a Growing Trend in Hedge Fund Industry
Recently, I saw on Bloomberg that Eisler Capital is locking up client capital for a…
Selling To Prospects Who Don’t Already Know You
There are more hedge funds than there are stocks in the U.S. stock market. As…
Cyber Insurance Pitfalls in Wire Transfer Fraud Coverage
Wire transfer fraud is on the rise and has become a grave concern for businesses…
Hedge Funds Q4 Outlook Uncertain Amidst Market Blur
Equity market performance still has outsized influence on the hedge fund industry
New SEC Private Fund Adviser Regulations Fuelling Increased Demand for Middle and Back-Office Platforms
One interesting trend we’re seeing at Fundviews Capital is that of mid-sized fund managers, particularly…
New Form PF Amendments – Key Operational, Compliance and Investor Considerations
The most recent Form PF amendments are intended to further enhance the ability of the…
The Fund Audit That Could Improve Your Asset Raising Potential
Using an audit to learn what not to do (and stopping) and what to add…
Residential Real Estate a Private Markets Bright Spot in 2023 So Far
Commercial real estate challenges not spilling over to residential real estate market just yet
Private Debt Growth Attracting Wealth Managers, Smaller, Opportunistic Funds
Private debt investing boom attracting the attention of RIAs, smaller funds
Making The Most Out Of Your Cap Intro Presentation
To be successful at your presentation it's as important to understand what not to do…
Venture Capital Upturn Difficult To Predict After Tough First Half
Record levels of dry powder has to find a home somewhere, but when?
Equity Hedge Strategies Will Always Be The Most Common Among New Launches
Investor understanding a key driver of equity hedge strategies
Does Your Fund Need To Overcome The Top Complaint Of Investors And Consultants?
Gaining recognition as being a firm that does a good job of differentiating itself will…
Being a Good Dealmaker
Ultimately, a great dealmaker is someone who is able to effectively negotiate and close deals…
Persistent and Growing Challenges for Regulatory and Investor Reporting That Asset Managers Face Today
Given that both the breadth and depth of required regulatory reporting and investor disclosures continues…
A Difficult First Half in the Alternative Investment Industry but Green Shoots Remain
Overall, the general sentiment is becoming more positive, a welcome trend when compared to the…
Platform Models Can Be a Tailwind to Private Equity Asset Raising
Launching a new private equity fund via a platform provider isn't just about saving middle…
Roadblocks to Selling Success: Examples To Learn From
Is your communications sufficient for out-marketing the competition, or could it be a roadblock preventing…
Hedge Funds Need a Solid Second Half To Deliver Industry Asset Growth
Hedge fund redemptions in H1 2023 a setback despite generally positive performance
Addressing Tax-Efficiency through IDFs
How can tax-sensitive investors allocate in a more “tax savvy” fashion? One alternative is to…
Will US Commercial Real Estate Really Have a Hard Landing?
An explosion of negative news has emerged in recent months, predicting defaults on billions of…
Who Will Be Telling And Selling Your Story?
If you, the fund manager, are going to be handling your own sales there is…
US PE Deal Activity Enjoys Strong Start But Is It Sustainable?
Buyout firms in the US have had a strong first quarter, but challenges lurk for…
The Fed Giveth and the Fed Taketh Away
Private debt faces challenges, but opportunities still remain for those deploying capital
Cap Intro Presentations — The View From the Audience
If you run a hedge fund, at some point you may have the opportunity to…
High Dry Powder Levels Could Drive Strong Venture Capital Market Rebound
High dry powder levels in the venture capital industry could drive quick rebound
Importance of Strong Middle and Back Office Critical for Successful PE GP-Led Strategies
Private equity firms that have a robust middle and back-office support infrastructure will be best…