Fund Administration

Firms with the means and resources can access the US retail market via the 1940 Investment Companies Act, which them to raise non-institutional capital.

As remote work becomes the norm, a new model for fund administration emerges, writes Robert Caporale of Gen II Fund Services.

Talent retention and succession strategies are gaining greater weight in due diligence processes as gripes over key person clauses grow.

New guidelines clear away a web of no-action letters and provide new guidance, possibly opening up the opportunity for private funds to innovate, but coming with their own complexities.

The global fund administrator has acquired Strata Fund Solutions, bringing the firm’s global presence to $1trn in assets under administration.

Commonfund CFO Celeste Barone has been named president and chief client officer of 4Pines Fund Services.

The fund administrator has acquired Ovation Fund Services, bolstering the firm’s US offering and setting up its seventh office.

We examine how the Los Angeles pension’s program to back diverse and minority-owned PE managers has performed and evolved over more than a decade.

Throgmorton, an Apex subsidiary, has launched a platform to outsource CFO and COO functions, shortly after debuting a similar service for the compliance function.