Solutions
Being voted Best North American Cloud Services Provider by Hedgeweek readers is a heavy weight to carry, but it hasn’t stopped Eze Castle Integration from continuing to drive growth and innovation across the industry.
In fact, since winning this same award in Hedgeweek’s Global Awards program earlier in 2017, Eze Castle Integration has added to its cloud portfolio – with the addition of Eze Hybrid Cloud.
The hybrid iteration of its cloud platform draws from both the firm’s private cloud infrastructure (email and endpoint security, file auditing and sharing, multi-factor authentication and more) and Microsoft’s cloud (Exchange, OneDrive, Customer Lockbox,
The Duff & Phelps’ cybersecurity services practice takes a leading role in helping financial services companies implement best practices to prepare for, respond to and, if necessary, recover from a cybersecurity attack.
The practice is growing rapidly as Investors and regulatory concerns are top of mind for alternative investment managers. Jason Elmer, Managing Director, comments: “We are helping clients to identify their risks, and put in place cybersecurity controls and practices to help them achieve compliance with regulation, and to address the heightened scrutiny they are subject to from investors. Investors are very much making cybersecurity a top priority.
“At
Maitland is one of the industry’s largest independent hedge fund administrators with USD250 billion in AuA and more than 1,400 employees across 18 offices globally across 13 jurisdictions. Maitland is more than a fund administrator. It is a global advisory group, with its roots as an innovative law firm founded in Luxembourg in 1976 offering cross-border structuring solutions to corporates and some of the world’s wealthiest families.
Benjamin Reid is Senior Manager – Business Development & Client Management (LatAm), overseeing Maitland’s expansion efforts into the Latin American market; an exciting region for growth, in particular Brazil.
“We’ve only been operating
“We’ve been busy in our core operations providing professional independent governance services to the alternative investment funds community. This has involved providing holistic solutions to our clients across multiple different business lines,” comments Daniel Forbes pictured), Executive Director and head of DMS in New York.
Historically DMS solely provided professional independent directorship services, registered office services and board support services. These were, and remain, its three core services. However, post-financial crisis, DMS looked at the market and considered where its clients would most need its help in 10 years’ time. That has led DMS to really expand its suite of
Much has changed in the ’40 Act space over the last five years or more. Far from being the preserve of traditional US mutual funds, as you move down the liquidity curve there are structuring opportunities for registered alternative products like closed-end interval funds, as well as multi-factor ETFs.
“Some managers want to offer highly liquid strategies – maybe long/short equity or market neutral strategies, unconstrained fixed income, managed futures strategies, etc – and we are seeing continued product development in that area. This fits nicely on our series trust platform for traditional ’40 act mutual funds,” explains Tony Fischer,
With 1,500 professionals and 180 partners and over 250 employees dedicated to the financial services practice, EisnerAmper LLP has the breadth to handle global engagements and provide comprehensive guidance and support to its roster of hedge fund clients. It is one of the top 20 largest accounting firms in the United States and the fifth largest in the state of New York, after the Big 4.
EisnerAmper currently services over 1,300 hedge funds and 200 private equity/venture capital sponsors that have over 1,000 funds and special purpose vehicles. Whomever the client, the firm always strives to speak their language and
Multi-award-winning hedge fund administrator Opus Fund Services was established in Bermuda in 2006, subsequently expanding its footprint into the US with offices in Chicago (2008), San Francisco (2009), New York (2013) and Portland (2014). It serves over 250 fund managers and 425-plus funds with a combined AUM approaching USD14 billion.
2017 has been another strong period of year-on-year growth for Opus but of greater importance, says CEO Robin Bedford (pictured), is the establishment of a Dublin office (regulatory licence pending) to support Europe and a new overnight processing office based in Manila, Philippines.
“Those two developments have been real game
Tom Walek is a pioneer in hedge fund PR and communications, having established his first firm, Walek & Associates in 1998. Following the sale of that firm, Walek unveiled a new strategic communications firm, Peaks Strategies, in April 2016, for public and private market companies in capital markets, traditional and alternative asset managers, fintech firms and financial and professional services.
Over the last two decades, Walek has been a driving force behind substantial change in hedge fund PR and communications.
“Recently, I saw a list of PR firms operating in the hedge fund space and it must have been four
Red Deer, a next-generation financial technology company dedicated to enhancing the performance of active investment managers, has announced that alternative investment fund manager Cheyne Capital Management has selected Red Deer’s MiFID II solution to manage its research consumption, valuation and inducement requirements across its investment business, in advance of the 3 January 2018 MiFID II deadline.
“Red Deer demonstrated a fully flexible solution for MiFID II research unbundling that should allow us to manage all our inducement, research consumption and valuation requirements with minimum disruption to the front office. It should also allow us to attribute, forecast and manage budgets
Collateral Exchange platform ColleX has executed its first T+0 triparty collateral loan, bringing improved efficiency to securities finance trading.
The trade was conducted between Bank of America Merrill Lynch and ING Bank NV, with JP Morgan as collateral custodian; it was executed using one of ColleX’s 10 standardised baskets, which have been implemented across the major triparty agents. The transaction enabled the ‘ColleX Trader’ to borrow a triparty basket of collateral and achieve 100 per cent re-use establishing the first true loan of triparty collateral. This transaction type reduces collateral cost and settlement risk as the trade executed and settled
