Funds and unit trusts are commonly used structures to manage investment of capital. These can be a typical hedge fund, or an alternative investment fund investing in private equity or the agricultural sector by managing real assets.
Unless you’re a large investment manager with deep pockets, it’s likely you don’t have access to the required resources needed to handle all the reporting and complex regulatory requirements of your fund.
The solution? Start by considering how to set up your operations. Decide whether fund administration will be managed internally (in-house) or by external fund administrators (outsourcing). Weigh up the value and drawbacks of each approach.
Conclusion
Even though fund administration has commonalities between trusts, every investment manager has their own objective, culture and style of operating that will affect their decision. Sometimes the right solution is a mix of outsourced and in-house administration. By adopting this approach, investment managers can capitalise on the strengths of both methods while mitigating their respective
weaknesses.
How can we help?
We are flexible and offer tailored fund administration and registry solutions to clients. We are happy to work with all types of investment managers, whether they’re launching their first fund or are more experienced with an established track record.
Contact Priya Sharma today at [email protected] for a confidential discussion and possible solutions for your business.
