Insights

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December 1, 2022 in Insights

Case Study: Transfer Agent Innovation Enables Private Investors in a Public Fund

The strictest definition of a transfer agent is a neutral third-party organization that enables the…
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November 22, 2022 in Insights

Investor Relations Pitfalls, Part 2 – Controls

T here is more variety and competition among investment funds than ever before. Investors have…
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November 17, 2022 in Insights

Fund Accounting 101: Capital Activities

How to account for your capital flow, manage its movements and report on it with…
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November 9, 2022 in Insights

Fund Administration for Debt Funds, Part 1 – The Back-Office Partner

The trend toward outsourcing fund administration to a third party is growing across all asset…
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November 2, 2022 in Insights

Fund Accounting 101: The Way Tax Season Should Be

For alternative investment funds, tax season can be an onerous and distracting chore. With an…
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October 28, 2022 in Insights

The 4 Qualities That Matter In a Transfer Agent

Operational efficiency in your back office and full oversight and control over your investor and…
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October 25, 2022 in Insights

Investor Relations Pitfalls, Part 1 – Systems

More opportunities than ever before exist for investors. Many fund sponsors are vying for the…
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October 20, 2022 in Insights

Representing Fund Administration

The ADISA Annual Conference and Trade Show 2022 Industry engagement with the major trade organizations…
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October 18, 2022 in Insights

Fund Accounting 101: Why Experience Matters

Private equity funds have unique fund accounting challenges, the more so because no two private…
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October 11, 2022 in Insights

Transfer Agent Services Through the Life of Your Fund

A solid relationship with a quality transfer agent throughout the life of your fund is…
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October 6, 2022 in Insights

Investor Relations 101: 10 Aspects of the Investor Experience

Once you have sold your investment product to a new investor, for years thereafter you…
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October 4, 2022 in Insights

Risk, Reputation and the Role of Fund Administration

The world of private investment funds has radically changed over recent decades...
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September 28, 2022 in Insights

10 Ways Third-Party Fund Administration Saves You Money

The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services,…
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September 23, 2022 in Insights

Fund Accounting 101: What is Fund Accounting?

Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment…
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September 22, 2022 in Insights

What Is a Transfer Agent?

In its most limited sense, a transfer agent is an agnostic third-party entity required to…
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September 14, 2022 in Insights

Investor Relations for Private Equity & Venture Capital

An effective investor relations team is an integral part of the back-office architecture of any…
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September 12, 2022 in Insights

8 Reasons to Use a Transfer Agent

Many new investment fund managers little consider the back-office needs of a fund
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September 8, 2022 in Insights

Fund Administration, FactRight and Industry Engagement

As part of our commitment to providing top-quality fund administration for alternative investments Phoenix American,…
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February 27, 2022 in Insights

Fund Accounting 101: Reporting Deliverables

What information to include, how to present it and for whom is worth considering when…
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October 6, 2021 in Insights

1031 Exchange Series: Life Science Properties & Opportunity Zone Investing

As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…
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September 17, 2021 in Insights

1031 Exchange Series: The Retail Apocalypse

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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August 18, 2021 in Insights

1031 Exchange Series: Preserving history while building for the future

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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August 4, 2021 in Insights

1031 Exchange Series: Legislative Clarity & Emerging Alternatives

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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July 21, 2021 in Insights

1031 Exchange Series: Biden’s American Families Plan and 1031

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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July 14, 2021 in Insights

1031 Exchange Series: What is a 1031 Exchange?

As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…
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March 11, 2021 in Insights

Fund Accounting 101: Distribution Waterfalls

How investment returns are allotted to investors and management must be easy for investors to…
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October 29, 2020 in Insights

4 Ways Third-Party Fund Administration Can Make You Money

In choosing a fund administrator, you have the right to expect a return on fund…
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September 2, 2020 in Insights

Fund Accounting 101: Financial Reporting for Private Equity

The nature and frequency of your financial reporting is important to consider closely upon account…
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July 20, 2020 in Insights

New Report: Venture Capital & COVID-19 Trend Outlook

We have published a new white paper examining the initial impacts of the COVID-19 pandemic…
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July 17, 2020 in Insights

What is Fund Administration?

Fund Administration is the outsourced performance by a third party of back-office functions for an…
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July 1, 2020 in Insights

What is the Impact of Covid-19 on CRE?

Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial…
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April 17, 2020 in Insights

How to Emerge From COVID-19 Stronger

The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for…
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