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How Private Equity Firms Optimize Portfolio Operations

How Private Equity Firms Optimize Portfolio Operations

linkedintwitterWhen a private equity (PE) firm invests in a business, for example, a start-up, that company becomes part of the firm's portfolio. The key reason a private equity firm would buy a stake in a portfolio company is to increase its value, then sell the company for a profit mostly within five to seven years. For a private equity firm to get the...

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10 Commandments for Achieving Operational Excellence

10 Commandments for Achieving Operational Excellence

FacebookLinkedInDownload full white paper here Over the past 20 years the investment management industry, and specifically hedge funds, has achieved tremendous growth. As assets under management increased, so did diversification in strategies and investments. During that time investors have become very sophisticated in their selection of investments as...

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Understanding and Reducing Operational Risk

Understanding and Reducing Operational Risk

Facebook LinkedIn Although financial organizations have known about operational risk since business began, it’s only been an independent discipline for the last two decades. It still took a financial crisis and the ensuing flood of regulatory and enforcement fines and actions to propel operational risk into the spotlight of the financial industry's...

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A Solid Compliance System Mitigates Risk

A Solid Compliance System Mitigates Risk

Facebook LinkedIn Does your company have an integrated compliance system in place? In today's rapidly evolving business environment, compliance management is essential for ongoing success. Compliance is a multi-faceted issue, depending on the industry, but most businesses exist under the watchful eye of a regulatory body. Nowhere is this more apparent than...

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What is Consulting in Workflow Management?

What is Consulting in Workflow Management?

Facebook LinkedIn Businesses have been moving toward more automation of administrative processes for some time now. The Covid-19 pandemic has served to complicate the upgrading of systems in unexpected ways. With the blizzard of articles, studies, and recommendations across the internet, sorting through what’s credible and–more importantly, necessary–for...

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Digital Trends in Fintech for 2021

Digital Trends in Fintech for 2021

Facebook LinkedIn There's no question that the Covid-19 pandemic has permanently altered the way we do business. Regardless of what tomorrow holds, the financial asset management industry has had to implement new policies and procedures that will continue into the future. Obviously, an unprecedented event, the pandemic, has forced firms to activate their...

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Digital Transformation in the Financial Sector

Digital Transformation in the Financial Sector

Facebook LinkedIn Success and change in the financial industry have always been driven by three major forces: client demands, business competition, and innovation. With the advent of the internet, these pressures increased dramatically as clients and customers demanded fast quality services and regulators and auditors expanded asset managers' obligations....

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The Challenge of Alternative Investments

The Challenge of Alternative Investments

FacebookLinkedInAlternative investments are no longer the sole domain of cocky, hedge fund dynamos. Mainstream firms have moved into the potentially lucrative market, lured by the promise of high returns. The downsides, of course, are the high-risk issues that can arise that traditional investors are not as familiar or comfortable with. The financial...

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Tips to Effectively Manage Remote Employees

Tips to Effectively Manage Remote Employees

Facebook LinkedIn   At this point, you have heard much about the productivity value of remote working environments and the need to develop processes that support them. With the recent work slowdowns, the "why" of remote working is indisputable. The question for many financial asset management firms is "how" do they go about establishing remote work...

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How Workflow Increases Asset Management Firm Productivity

How Workflow Increases Asset Management Firm Productivity

Facebook LinkedIn Asset management firms across the industry are scrambling to maintain business continuity during the current crisis. While disaster recovery plans are critical and required, they cannot anticipate every potential business threat. Even three months ago, no one could have imagined that the US economy would be thrown into the turmoil it is...

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How to Get Better Control of Your Asset Management

How to Get Better Control of Your Asset Management

Facebook LinkedIn As the Covid-19 crisis continues, maintaining operational control and oversight has become more critical than ever for asset management firms. With staff spread over multiple locations or working remotely, there must be a heightened sensitivity to cybersecurity to enable firms to project trust and stability in these trying times....

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