The transfer agent is an important part of the development of the alternative investment into…
David FisherMay 25, 2023
The traditional investment portfolio allocation, 60% equities/40% bonds, is established wisdom for many investors and…
David FisherMay 11, 2023
As the manager of an alternative fund, if you have done your job well your…
David FisherApril 27, 2023
Fund Accounting and Tax Preparation Tax season can be a serious challenge for fund managers.…
David FisherApril 7, 2023
In choosing a transfer agent, you have the right to expect a return your transfer…
David FisherMarch 22, 2023
The experience of investors during the life of their investment in an alternative fund goes…
David FisherMarch 15, 2023
The overall value of third-party fund administration can be measured in a number of different…
David FisherMarch 10, 2023
You've already made a significant step toward a productive and compliant back office for your…
David FisherMarch 2, 2023
The most basic function of your transfer agent team is to maintain your shareholder database.…
David FisherFebruary 9, 2023
