How To Choose A Fund Administration Firm
Innovative approach to fund administration and representing the priorities of fund administration in the major trade associations in the industry.
A buyer’s guide to fund administration services for alternative investment funds
Your Fund Administration Partner – What to look for and what questions to ask
If you have decided to partner with a fund administration provider, you’ve taken an important step. Outsourcing fund administration: transfer agent services, fund accounting, investor services and other back-office processes so you can focus on sales and assets is a smart decision but one to be approached seriously.
Choosing the right fund administration provider is key. Here are the most important qualities to consider when evaluating a fund administration firm and the questions you should ask about their offering.
“Having the right fund administration support enables us to keep our primary focus on sourcing assets to acquire with which to provide maximum value to our investors.”
The History and Experience of the Firm
Your fund administration partner will manage all your most essential data. The option of integrating other related services with that single provider may be valuable. A fund administration firm that can manage all fund data and back-office process promotes compliance, data security, consistency and timeliness as well as controlling costs.
Breadth of Service Offerings
Your fund administration provider should be able to set up your fund and provide services according to your requirements, your workflow and the way you do business.