Entries by Designity

A New and Developing Model of Outsourced Fund Administration Services is Gaining Traction

Bill Salus, CEO and Founder of Paddock Consultancy, James Wheatley, president for the Americas at Mainstream Fund Services, Spencer Hoffman, partner at Lovell Minnick Partners, Treabhor MacEochaidh, head of debt services at MUFG Investor Services, and Ryan Burns, head of global fund services for the Americas at Northern Trust speak with Tom Stabile from FundFire about their thoughts on […]

The Fund Administration Business Model is Changing, Driving Firms to Rethink How They Distinguish Themselves

Bill Salus, CEO and Founder of Paddock Consultancy, speaks with Terrance J. O’Malley in TJO Management’s most recent Operational Leaders podcast.  Drawing on three decades working with asset, fund, and investment firms, Bill shares his deeply experienced perspective on the current state of the fund administration business, how he sees the business transforming, how firms […]

Silicon Valley Comes to Investment Operations

Outsourcing fund administration is a big decision, and one that many fund managers have historically been reluctant to make. However, over the past few years, investor needs have driven increased administrative demand on funds of all sizes, and many GPs have begun to realize that in-house fund administration is often a misuse of precious resources. […]

Managers Pressure Hedge Admin Shops for Juiced-Up Tech

Growing investor demands to make the most of all their data is speeding ahead, putting pressure on administrators and causing some hedge funds to re-evaluate their admin relationships. That pressure for upgraded technology is mounting after the busiest year on record in merger and acquisition activity in the fund administration space. Hedge fund managers are looking for […]

Fund Admin Acquisitions Near Record Pace with Apex Deal

It’s full speed ahead for mergers and acquisitions activity in the alts fund administration space with Apex Group making the latest move, acquiring Custom House during a busy summer period that has 2018 already outpacing 2017 in the level of activity. The Custom House acquisition – announced Monday and set to close at end of the fourth quarter – […]

Automation Speeds Up as Hedge Funds Push Admins on Tech

The robots have arrived. They aren’t out of a sci-fi movie, but rather are working on the growing demands from hedge fund managers for their fund administrators to incorporate more technology, automation, and robotics into their processes. Hedge fund managers are increasingly asking for a range of performance information and analytics, including daily net asset […]

NES Financial – October 2017

NES Financial Announced as a Sponsor at the Third Annual Privcap Game Change: Real Estate 2017 Event Silicon Valley FinTech company showcases innovative fund administration solution for private equity real estate industry Silicon Valley, CA, October 24, 2017 – NES Financial, a market innovator in fund administration solutions for the private equity real estate industry, will […]

Strategic Fund Administration – October 2017

Why Having a Sophisticated Private Equity Fund Administration Solution Is More Critical Than Ever NES Financial Private Equity Advisory Board member Bill Salus discusses how shifting dynamics in the PE market are driving managers to seek a more rigorous, more strategic fund administration model. Since the Madoff and 2008 financial crises, there’s been a strong […]

New Fund Admin Acquisitions – October 2017

SS&C, Apex Joust with New Fund Admin Acquisitions Article by Lydia Tomkiw October 25, 2017 | www.fundfire.com   A wave of merger and acquisition activity shows no signs of slowing down in the fund administration space, with Apex Fund Services just last week announcing its acquisition of Deutsche Bank’s alternative fund services business. That’s after SS&C Technologies had its own latest addition earlier in […]