4Pines CRO Michael Gull: Manual Sub Docs Are Not A Necessary Evil 4Pines Fund Services’ CRO Michael Gull recently nailed why 45-page fund subscription documents and manual data-entry are still tolerated at more funds than an outsider would imagine. “It’s just being...
Impact Investing Requires Fund Administration Data Ops Changes in finance and fund administration mean leveraging unused data with better data operations Kevin Walkup, CEO at Harmonate – Fund administration services are going through slow but inexorable upheaval....
When ‘Know Your Client’ Becomes High Maintenance Work If investing were a romance, Know Your Client rules would require a first date. Fund managers need to confirm the basics about their clients — name, birthday, employment status and financial situation — to make...
Clean Data: Where Fund Administration Data Ops Fit in the Fight Against Money Laundering When federal lawmakers passed the annual defense bill in January, they also set into motion new anti-money laundering rules designed to weed out bad players in the U.S. financial...
How CFOs Find Growth On The Frontlines The best chief financial officers both at the private capital level, and within private equity portfolio companies, are spending more time in the trenches this year. And they’ll need to maintain that frontline stance next year...
Have You Embraced The Death Of Fees As We Know Them? Fees aren’t coming back. Margins aren’t rising. The competition that brought them down isn’t going anywhere. In data operations for funds, the trick now is learning to evolve and adapt to the new normal. That task...
