There are numerous ways that a third-party transfer agent can increase the efficiency of your…
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Investor relations for a private equity or venture capital fund is an intricate business. There…
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In the early days of private equity and venture capital funds were small face-to-face partnerships…
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The manager of a venture capital fund has one top priority, generating strong returns for…
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There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications…
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An effective investor relations team is an integral part of the back-office architecture of any investment fund…
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There are many choices when considering a fund administration provider for your private equity or…
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Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so…
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When forming a new investment fund, many managers little consider back-office considerations and dismiss the…
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You may not interact personally with all of your investors but building and maintaining investor…
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Increasing investor expectations and new government regulations are just some of the factors driving the…
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Private equity funds have unique fund accounting challenges, the more so because no two private…
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When you consider a working relationship with a transfer agent, the obvious considerations are the…
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New investment processing is all about efficiency and accuracy and an essential part of investor…
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The trend toward outsourcing fund administration to a third party is growing across all asset…
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Tax season is a challenge for fund managers. There are often multiple unexpected headaches with…
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The transfer agent is an important part of the development of the alternative investment into…
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Phoenix American recently surveyed alternative investment fund managers on their attitudes toward investor relations. Whether…
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The traditional investment portfolio allocation, 60% equities/40% bonds, is established wisdom for many investors and…
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As the manager of an alternative fund, if you have done your job well your…
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Fund Accounting and Tax Preparation Tax season can be a serious challenge for fund managers.…
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In choosing a transfer agent, you have the right to expect a return your transfer…
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The experience of investors during the life of their investment in an alternative fund goes…
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The overall value of third-party fund administration can be measured in a number of different…
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You've already made a significant step toward a productive and compliant back office for your…
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The most basic function of your transfer agent team is to maintain your shareholder database.…
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For CFOs and fund managers, back-office efficiency and compliance are crucial. For investors, transparency and…
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When you begin working with a fund accounting provider, you want to know what to expect…
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Fund administration is an important aspect of the alternative investment industry, as it involves the…
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Atransfer agent’s clients rely on special systems and procedures to process and store sensitive data.…
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Investors are more demanding than ever before, have higher expectations and, because they have a…
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You should be aware of what to anticipate from your fund accounting team and what…
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By its strictest definition, a transfer agent is a neutral third-party organization that processes the transfer of…
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T here is more variety and competition among investment funds than ever before. Investors have…
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How to account for your capital flow, manage its movements and report on it with…
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For alternative investment funds, tax season can be an onerous and distracting chore. With an…
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Operational efficiency in your back office and full oversight and control over your investor and…
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More opportunities than ever before exist for investors. Many fund sponsors are vying for the…
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The ADISA Annual Conference and Trade Show 2022 Industry engagement with the major trade organizations…
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A solid relationship with a quality transfer agent throughout the life of your fund is…
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Once you have sold your investment product to a new investor, for years thereafter you…
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The world of private investment funds has radically changed over recent decades...
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The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services,…
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Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment…
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In its most limited sense, a transfer agent is an agnostic third-party entity required to…
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An effective investor relations team is an integral part of the back-office architecture of any…
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As part of our commitment to providing top-quality fund administration for alternative investments Phoenix American,…
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As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…
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The Biden Administration is not the first to attempt to limit 1031 exchanges.
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The Biden Administration is not the first to attempt to limit 1031 exchanges.
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The Biden Administration is not the first to attempt to limit 1031 exchanges.
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The Biden Administration is not the first to attempt to limit 1031 exchanges.
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As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…
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How investment returns are allotted to investors and management must be easy for investors to…
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We have published a new white paper examining the initial impacts of the COVID-19 pandemic…
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Fund Administration is the outsourced performance by a third party of back-office functions for an…
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Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial…
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The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for…
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