Fund Administration

Apex Group is set to announce its acquisition of Israeli fund services firm Tzur Management

Celeste Barone, president and chief client officer of 4Pines Fund Services, explains the importance of playing offense in the CFO role today.

The legal document technology provider has announced the launch of Insight, a centralized platform designed to provide fund managers with the capabilities to track and monitor fund obligations and ensure audit compliance.

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.