Business Consulting for Hedge Funds and Family Offices

What exactly is the value proposition you are selling to investors? Your competitive advantage in picking investments. We’ll help you expand and streamline the methods you use to conduct thorough and compliant research through process improvements and quantifiable decision-making techniques.

Risk is an ongoing challenge you must not only identify in your firm, but seek to mitigate. Your methods, how you articulate those to investors, and your ability to effectively control risks specific to your asset class will help you build trust with your clients.

Data: It can undermine the entire investment process if it lacks integrity or quality. Let us help you implement cost-effective approaches to data vendors.

Avenues for trade execution, particularly technology innovators, are constantly evolving and have a direct impact on your ability to source liquidity, achieve best execution, and generate alpha. How you manage the trading process is critically important to investors and regulators.

In recent years, the number of SEC cases and enforcement actions related to firm research and investment practices has increased. Control measures are crucial to ensure that you are meeting all legal and regulatory requirements, particularly as it relates to material non-public information and the use of expert networks. The goal: to protect your firm from costly violations.

The PM manages two portfolios: People and investments. By far, the most important portfolio is the team, but leaders often struggle to invest time in creating a cohesive unit by establishing a process for hiring, compensation, performance measurement, and termination.

Balancing financial reporting, budgeting, risk management, and investor relations can be daunting. Streamline these processes, ensure accurate financial information, enhance operational efficiency, and get assistance in regulatory compliance with our advisory services. We facilitate effective communication with investors, supporting your fund’s financial health and steering it toward success.

Capital-raising is one of the most daunting tasks that any firm faces. There are effective ways you can position your team for success in raising assets and securing investors, while making sure you comply with all marketing and distribution requirements.

Your ability to effectively communicate with investors is critical in fostering long-lasting relationships. Referrals only come from well-informed and satisfied clients; they are your best marketing tool.

Set a tone-at-the-top commitment to compliance by establishing processes and control measures that help your firm prevent legal trouble and regulatory violations. Do it reputably from inception so you can focus on success and avoid unwarranted scrutiny.

Whether you process records in-house or outsource them, you need to have a system in place to oversee the accounting, financial reporting, annual audit, and tax preparation requirements of the fund and its clients. The accuracy of your books and records is critical to daily operations as well as your contact with clients and regulatory agencies.

Set your team up for productivity by ensuring they have the tools and technology needed for success, whether they’re working remotely or in-office.

The number of cybersecurity attacks continues to steadily rise. Guard your firm’s data against the ongoing threat of cyberattacks, identity theft, and system outages.

Meeting the wealth, tax, asset, and liability management needs of the principal(s) and their estates requires specialized attention. Protecting the interests of the firm’s owner(s) ensures their peace of mind and business continuity. Learn about our Family Office Advisory.

A business cannot function without the proper behind-the-scenes support, resources, and services. Don’t ignore the importance of an efficient and cost-effective infrastructure to meet the ongoing needs of your clients and employees.

Focus on your most important resource—human capital—by establishing and implementing procedures for talent acquisition, diversity and inclusion, training and professional development, and benefits. Employee dissatisfaction and turnover cost organizations valuable time and money.

Conducting exhaustive research and analysis on investment opportunities or potential counterparties can be a painstaking process. Get expert support that illuminates potential risks and rewards, enabling you to make informed investment decisions. We assist in evaluating financials, strategies, and legal and regulatory compliance, safeguarding your investments and boosting your fund’s potential.

Operations lie at the heart of a well-managed hedge fund, handling pivotal functions such as trade settlement, reconciliation, performance measurement, and compliance. With attention to detail, the right operations guarantees accurate record-keeping, efficient risk management, and stringent adherence to regulatory requirements. These essentials empower your fund to operate at its best, boosting efficiency and overall effectiveness.