The maxim, “cash is king,” isn’t just true in business. It’s also true in investment management: every one of our CIO clients cares about cash. Pensions, endowments, foundations, and insurance investors can never fall short on cash, no matter what market conditions are. Some investment offices even have a staff member whose full-time job it is to make sure that what’s reflected in their bank accounts is what’s reflected in their portfolio management system. That’s why our latest release deepens our clients’ ability to reflect the cash holdings in their portfolios. We can give CIOs an intelligent and fuller representation of the uninvested cash in their portfolios.
Do you ever wonder how your fellow fund managers keep up with their clients? With so many changes in today’s organizations, it’s easy to lose track, isn’t it? You scout new prospects. You identify the decision makers. You zero in on the points of influence. Who has time to file multiple reports and monitor all this information in multiple places?
If you’re in any aspect of private equity, you understand that technology is a critical component of your deal team’s operations. But how should PE firms decide which technology to select to underpin their deal management processes? This blog post helps private equity firms to bridge the gap by describing the three most important factors to consider, as well as their implications. The three factors are:
By Clint Coghill
Two months ago, I had the opportunity to moderate a panel at Agecroft’s Gaining the Edge hedge fund conference called, “The Arms Race to Alpha.” My co-panelists consisted of asset owners who allocate to hedge funds: Alifia Doriwala of Rock Creek, David Gilmore of The Harry and Jeanette Weinberg Foundation, Karen Inal of The Andrew Mellon Foundation, and Robert Kiernan of Advanced Portfolio Management. We got together on stage to talk about the innovative ways they’re seeing hedge fund managers drive alpha, and I thought I’d share the most illuminating takeaways from our session.
It’s not always what you say, but how you say it that counts. Especially when you’re asking investors to update their personal information via email or worse, mailed paper forms. That doesn’t exactly scream effective and expedient communications.