Fund Administration and the Institute for Portfolio Alternatives
Innovative approach to fund administration and representing the priorities of fund administration in the major trade associations in the industry.
Phoenix American innovates in every aspect of the fund administration role for alternative investments and represents the perspective and priorities of fund administration in the major trade associations of the industry.
The Institute for Portfolio Alternatives (IPA) is a major center for education, innovation and advocacy for the alternative investment industry. Fund administration is a significant part of what makes alternative investments available, accessible and appealing to mainstream investors and Phoenix American has represented leading-edge fund administration at the IPA for many years.
The IPA By the Numbers
The IPA is committed to expanding access to alternative funds and creating more opportunities for retail investors to balance their portfolios. Phoenix American’s versatile and innovative fund administration capability has helped to further that goal with broad and deep involvement with the IPA.
Committee Representation for Fund Administration
The IPA supports increased access to investment strategies with low correlation to the broader markets: non-listed real estate investment trusts (REITs), business development companies (BDCs), interval funds, closed-end funds, opportunity zones funds, DSTs/1031 Exchanges, and other private placements. Phoenix American, as a fund administration provider to all these vehicles, shares this commitment.
Fund Administration at the Center of Industry Conversation
The IPA hosts a number of events throughout the year: Due Diligence Symposiums, IPA Vision, IPA Summit & Hill Day, IPA Forums and Direct Insights webinar series, offering Phoenix American visibility to the topics and trends that are driving industry growth and changing the fund administration needs of product sponsors.
Perspective from the Fund Administration Role
The IPA is uniquely positioned to raise awareness of alternative investments among stakeholders and market participants. Phoenix American participates in educational platforms that provide opportunities to develop productive relationships and to speak directly with distribution partners, asset managers and industry partners. Innovations in fund administration for alternatives comes directly from this industry engagement.