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September 19, 2017

Hedge Funds’ First Line of Defense is the Risk Assessment

Hedge fund managers are some of the brightest‎ professionals in the investment industry. In many cases, after having worked for other firms there are those that choose to set up their own operation because they have reached the point of no longer wanting to be answerable to anyone. In essence, they are the epitome of
September 6, 2017

Hedge Funds Need to Cease Using Benchmarks in their Core Performance Marketing Materials

The investment management industry is fiercely competitive. As such, in order to distinguish oneself managers need to focus on putting their best foot forward across their entire organization – from front-office investment decision-making to back-office documented transparency. Few hedge fund entrepreneurs possess all of the required skills to make their firm a success. The vast
August 14, 2017

The Tug of War Between Portfolio Managers and Analysts – What Investors Want to See

The due diligence process offers managers the opportunity to showcase all components of their operations, from front office decision-making to back office policies and procedures. The dynamic between portfolio manager and analysts is a component that investors prioritize to understand. Clearly there is no “one-size-fits-all” solution as each manager has its own distinct firm culture.
August 1, 2017

Your Compliance Program Must Go Beyond Regulator Requirements

We often encounter managers that do not comprehend the critical role that their compliance culture can play in driving assets under management higher. Rather than embrace their compliance program as an opportunity to offer investors another distinguishing feature about their business, they view compliance as a source of cost-cutting.  In so doing they are unknowingly
June 23, 2016

Empowering Athletes to Achieve Financial Peace of Mind‎

For many professional athletes the world of private wealth management has proven to be a ruthless jungle preying to dish out miserable consequence. Many examples exist of athletes being exploited out of their wealth by predators arriving at their doorstep with impeccable timing disguised in proverbial sheep’s clothing. This article makes no mention of specifics
May 25, 2016

Managers Distinguish Themselves by Implementing Sound Risk Practices

The implementation of sound risk management practices can assist Investment Managers to distinguish themselves in the eyes of investors. Managers should be mindful that investors essentially want two things from them: (1) confidence that manager investment strategies are repeatable, and (2) safety of their capital. With respect to the latter point, this article touches on