Disrupting the ’40 Act Transfer Agent and Fund Administration Services Landscape
May 19, 2020
Even before the events that have transpired recently with unstable financial markets and worries over the coronavirus, fund sponsors have been increasingly evaluating their current mutual fund transfer agent (TA) and fund administrator relationships due to a few developing factors. Larger bank-affiliated providers, as well as those affiliated with larger and more diversified financial […]
Volatility Reminds Us to Hedge – There May Be a Better Way to Do That
May 5, 2020
Many investment managers and asset owners are struggling with a new reality and working to restructure portfolios, all while trying to shrug off a 10-year bull market euphoria-induced hangover. For the last decade, it seemed like the U.S. equities market knew no limits, with active managers struggling to even come close to meeting their […]