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These Were The 5 Hot Topics We Discussed At HFM Europe


By Bob Goldbaum and Craig Rowland

The HFM European Tech Leaders’ Summit, held this year in London, sizzled with energy as senior executives and technology staff engaged in panel discussions and roundtable conversations. A wide range of alternative investment firms was represented, from those who handled $100MM in assets under management (AUM) to those responsible for several billion dollars. As we listened and participated at the summit, we gained many insights:  

1. In the “build vs. buy” debate, “buy” is gaining ground.

Tight budgets and conflicting priorities are driving alternative investment firms to put cost benefits under the microscope in build vs. buy discussions. With the growing availability of off-the-shelf products and third-party service providers, buying is becoming a more and more attractive option, especially when the software or service in question is operational in nature. For example, investor servicing, reporting, and maintaining certain aspects of compliance can all be administered with purchased products or services.

Choosing to buy rather than build cuts development costs and allows alternative investment firms to repurpose their internal resources on strategic business interests and activities such as refining their trading algorithms.

2. Cloud-based solutions: shunned no longer.

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It's K-1 Time. Is Your CRM Up To Snuff?

By Adam Pinkert

The rest of the world is still talking about the just-televised-football-game-that-cannot-be-mentioned-but-starts-with-S-and-ends-with-l. However, if you’re an alternative asset management firm, you've probably already moved on to thinking that it's time to get serious about 2016 K-1s.  This perennial tax requirement can be quite the headache, with K-1s coming from every fund and needing to go to every investor account.  Time is critical and mistakes are unacceptable.  Every investment manager COO should be asking, “Is our CRM up to snuff?” Consider these four critical K-1 deliverables before you answer! 

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