We bring you the final part of our three-part series on the many use cases of Form ADV data within the asset management industry. In this Whitepaper '8 Ways Fund Service Providers Are Using Form ADV Dataset', learn how fund service providers use information to navigate client prospects, maintain compliance, and evaluate risks. Few highlights of the Whitepaper: 1. Business development and growth strategy: Select potential asset manager prospects by their location, AUM, etc. identify industry partners, or research new target client segments. 2. Due diligence and compliance: Examine disclosures closely and assess compliance with regulations. 3. Competitive benchmarking: Identify market share of your firm vs. competition, review competitors' business profile, and analyze league tables. Download the whitepaper and learn how fund service providers integrate the Form ADV dataset into their business strategy and diligence framework. https://lnkd.in/dsfaErdV #FormADV #ADVFilings #FormADVFilings #PrimeBrokers #FundAdministrators #Fintech
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🚀 Join us for an insightful webinar on Regulatory Realities in Asset Management – happening in just 2 days! 🚀 The asset management industry is navigating unprecedented regulatory changes. How can firms stay ahead? 📅 Date: Wednesday, July 31st, 2024 🕒 Time: 11am BST | 12pm CEST Gain crucial insights into regulatory shifts, operational model rethinking, and strategic advantages. 👉 Register now! https://lnkd.in/eNk6wfZ8 #InvestmentManagement #WealthManagement #RegulatoryCompliance #Webinar #FinancialServices #AssetManagement
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"To fee, or not to fee?" That is the question on the minds of many fund and syndicate managers in our community. Our upcoming Sydeletter addresses whether to charge management fees for your SPVs, balancing operational needs with incentive alignment, and much more. If you're wondering about... The optimal range for management fees and how they support your firm's backbone? How carry fees align your goals with your investors' success? The fine line between necessary other fees and maintaining trust with your investors? ...then sign up for our monthly Sydeletter to receive this guide in your inbox on Tuesday, 4/9. Link in comments 👇 📊 Plus, don't miss our "Pros & Cons" table that breaks down the nitty-gritty of management fees - designed to help you make informed decisions for your fund's strategy and growth.
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Factsheets are often the first port of call for a potential investor, so vital you get them right. In addition to all the points Laura makes below its also important in this digital age to consider digital versions, although the good old pdf isnt going away either.
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