Fund Administration and ADISA
Representing the perspective and priorities of fund administration in the major trade associations in the industry. Innovations in fund administration for alternatives.
Phoenix American innovates in every aspect of the fund administration role for alternative investments and represents the priorities of fund administration in the major trade associations in the industry.
The Alternative & Direct Investment Securities Association (ADISA) is the largest U.S. trade association in the alternative and direct investments industry, providing education, networking opportunities, and advocacy for members. For a fund administration provider, ADISA is an essential point of engagement with the alternative investment industry where contacts can be made and insights can be gleaned on the changing fund administration needs of investment fund sponsors.
ADISA works to maintain the efficiency, integrity and reputation of the alternatives industry just as Phoenix American does with our fund administration offering: by promoting the highest ethical standards and operational efficiency and educating industry participants on issues important to fund sponsors and distribution partners. ADISA conferences provide networking opportunities and representation of our industry in the public and political arena.
The Central Role of Fund Administration
Fund Administration and Lobbying Efforts
Keeping up with regulatory changes and the legislative agenda is essential to us as a fund administration provider and to our industry. Regulatory requirements figure strongly in the fund administration role for alternative funds.
Our engagement with ADISA helps us to fulfill this need to monitor and respond to potential regulatory changes to the benefit of our fund administration clients. As a registered lobbyist, ADISA interacts with lawmakers and regulatory agencies not only in Washington, D.C., but in states considering regulatory changes that would impact ADISA members. As a fund administration provider, interacting regularly with fund sponsors, investors, financial advisors and regulators, Phoenix American is able to add an important perspective to ADISA’s governmental lobbying efforts.
We advocate strongly for our fund administration clients. We partner with ADISA and other organizations to submit comment letters on industry issues, put forward important perspective from the fund administration perspective and insist upon clarifications when regulations are unclear.
A fund administration provider should be on the front line of keeping clients up-to-date on any regulatory developments that could affect the way they do business. Phoenix American’s ongoing partnership with ADISA is a key element in this essential fund administration function.