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Insights - the Phoenix American Blog
We're dedicated to delivering excellence in fund administration -- as well as insights on the trends that impact the alternative investment fund industry
Straight-Through Processing, Transfer Agent Connectivity and Advisor Adoption
The transfer agent is an important part of the development of the alternative investment into…
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Manager Survey: The Goal of Investor Relations
Phoenix American recently surveyed alternative investment fund managers on their attitudes toward investor relations. Whether…
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50/20/30 is the New 60/40 – but Fund Administration is Key
The traditional investment portfolio allocation, 60% equities/40% bonds, is established wisdom for many investors and…
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Succeeding at Scale: Fund Administration for Growing Funds
As the manager of an alternative fund, if you have done your job well your…
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Tax Season Take-Aways: Handling the Headaches – Part 1
Fund Accounting and Tax Preparation Tax season can be a serious challenge for fund managers.…
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4 Ways a Third-Party Transfer Agent Can Make You Money
In choosing a transfer agent, you have the right to expect a return your transfer…
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The Investor Journey – Twelve Components of Investor Relations
The experience of investors during the life of their investment in an alternative fund goes…
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The Economics of Fund Administration
The overall value of third-party fund administration can be measured in a number of different…
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Sizing Up a Fund Accounting Firm – Part 1: History and Experience
You've already made a significant step toward a productive and compliant back office for your…
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Your Shareholder Database: Maintaining Data Integrity
The most basic function of your transfer agent team is to maintain your shareholder database.…
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Outsourcing Investor Relations: Quality, Effectiveness and Cost
For CFOs and fund managers, back-office efficiency and compliance are crucial. For investors, transparency and…
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Fund Accounting Focus: Financial Reporting for Private Equity
When you begin working with a fund accounting provider, you want to know what to expect…
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Focus on Fundraising: Fund Administration and Straight-Through Processing
Fund administration is an important aspect of the alternative investment industry, as it involves the…
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The SOC 1, Type II Audit of Transfer Agent Processes
Atransfer agent’s clients rely on special systems and procedures to process and store sensitive data.…
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Investor Relations Pitfalls, Part 3 – Communications
Investors are more demanding than ever before, have higher expectations and, because they have a…
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Fund Accounting 101: Reporting Deliverables
You should be aware of what to anticipate from your fund accounting team and what…
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Fund Administration for Debt Funds, Part 2 – Systems & Experience
Increasing investor expectations and new government regulations are just some of the factors driving the…
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Case Study: Transfer Agent Innovation Enables Private Investors in a Public Fund
By its strictest definition, a transfer agent is a neutral third-party organization that processes the transfer of…
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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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Fund Accounting 101: Capital Activities
How to account for your capital flow, manage its movements and report on it with…
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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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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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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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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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Representing Fund Administration
The ADISA Annual Conference and Trade Show 2022 Industry engagement with the major trade organizations…
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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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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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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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Risk, Reputation and the Role of Fund Administration
The world of private investment funds has radically changed over recent decades...
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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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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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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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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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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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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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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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1031 Exchange Series: The Retail Apocalypse
The Biden Administration is not the first to attempt to limit 1031 exchanges.
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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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1031 Exchange Series: Legislative Clarity & Emerging Alternatives
The Biden Administration is not the first to attempt to limit 1031 exchanges.
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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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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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Fund Accounting 101: Distribution Waterfalls
How investment returns are allotted to investors and management must be easy for investors to…
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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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What is Fund Administration?
Fund Administration is the outsourced performance by a third party of back-office functions for an…
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