Choosing the right administrator for your Fund is a tricky process. FinServ has a rigorous approach that ensures you make the best choice for your unique needs.
Best Practices for Managing the Compensation Process in the Financial Services Industry
FinServ shares some key considerations and best practices from our hands on experience in developing and reengineering our clients compensation systems and processes. Read More
FinServ Consulting Hosts Focused Industry Roundtables for Hedge & PE Fund Executives
Over the past decade, FinServ has served many of the top players in the alternative asset management industry across a variety of mission critical projects. This has given FinServ the unique perspective of seeing the pressing issues affecting the industry and how technology can be best utilized to meet the needs of the business. FinServ… Read More
Top 6 Reasons to Upgrade Your Management Company General Ledger from Quickbooks
5 Best Practices for Onboarding a New Third Party Administrator
FinServ’s extensive experience in onboarding TPA’s for our clients has uncovered the following best practices for Hedge Funds and Private Equity firms to consider when onboarding a new Administrator Read More
Top 5 Tips for a Portfolio Management System Implementation
As hedge fund technologies grow in depth and breadth, fund managers continue to search for the best technologies to support the structure of their firm. A Portfolio Management System (“PMS”) is a valuable tool that managers are implementing in increasing numbers—with automated features and complex capabilities, it takes care of middle-office functions so managers can focus… Read More
Top 4 Items a Hedge Fund Manager Needs to Consider When Selecting an Administrator
The hedge fund administration space provides countless options for funds of all kinds. With so many options, it is often difficult for funds to sift through the various providers and effectively pick the right provider for their particular needs and budget. When choosing a hedge fund administrator to partner with, a manager may encounter difficulty narrowing… Read More
Top 6 Lessons Learned From Clients Who Have Been Through an SEC Audit
In line with our new tag line, “Don’t be a Target”, FinServ would like to provide some insight we have gained from our clients who have had the unfortunate experience to go through an SEC Audit. In many conversations we have had with our clients over the past year the concern of an audit has been… Read More
The Slippery Slope of Hedge Fund Regulation and Enforcement
In a recent Feb 26th Bloomberg article titled ‘Hedge-Fund Assets Offshore Exempt from Reporting Rule’, the Internal Revenue Service said “with respect to accounts for calendar year 2009 and earlier, U.S. investors don’t have to report large holdings (exceeding $10,000) in offshore hedge funds and private-equity firms this year under disclosure rules designed to detect… Read More
All is Quiet on the Regulation Front…..For Now
After a flurry of regulatory and legislative activity over the past few weeks the holidays saw a slow down and presented some time to reflect and absorb on what we have heard from the Treasury and from the G20. Based on history and the nature of our government, the rule changes and setup of a… Read More
