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 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

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