Insights

Pension Funds and Alternative Investments Africa Conference

Apex Selects AQMetrics for Regulatory Reporting

IRELAND, Dublin, March 19, 2019 – award winning RegTech AQMetrics is pleased to announce that Apex Group Ltd. (“Apex”) has selected AQMetrics as its regulatory reporting technology solution.

EU Confirms Jersey and Guernsey as Being Co-Operative in Sharing Beneficial Ownership Information

The Channel Islands have been reaffirmed by the European Union (ECOFIN) as being co-operative jurisdictions with respect to tax good governance.

Latest ADGM Licensed Manager Selects Apex for Middle Office Services

March 14, 2019, Abu Dhabi: One of the latest managers to be granted an ADGM license, AD Global Investors (“ADGI”), selects Apex Group Ltd (“Apex”) as middle office provider.

ALTS LA

ALTSLA is an educationally focused alternative investment conference designed to bring the professional investor community together for a full day of dialogue and discussion on the most relevant topics facing investors today

Launching a Fund

Launching a fund can be like buying real estate: The process is relatively straightforward, but there are a number of potential pitfalls that could cost you time and money, and possibly scuttle the deal. To make the most of your fund launch, you’ll need to make decisions such as:

The Role of a Mutual Fund Board

In a series trust for unaffiliated investment managers (a Trust), the investment adviser or investment manager (the Adviser) is the sponsor of their fund(s).

Seeding a Mutual Fund with SMAS

Investment advisers who manage client assets in separately managed accounts (SMAs) may encounter challenges scaling their products or executing certain strategies within an SMA. Advisers may want to consider supplementing their product suite with mutual funds, which don’t have these limitations.

Mutual Fund Operating Expenses and Strategies

A mutual fund is an investment company, and similar to other types of companies, incurs expenses related to its operations. 

Determining a Mutual Fund’s Advisory Fee

When it comes to choosing among investment products, a mutual fund is no different than a bag of oranges or a new car: price is key. 

Apex Acquires Atlantic Fund

HAMILTON, Bermuda, March 6, 2019 – Apex Group Ltd. (“Apex”) today announced the acquisition of Atlantic Fund Services (“Atlantic”), a US-based fund administrator serving the traditional and alternative mutual fund market.  Apex is a portfolio company of Genstar Capital.

ESG Factors Driving Change in Asset Management - 2019 Outlook

Environmental, Social and Governance – the three core factors for measuring the sustainability, responsibility and ethical impact of an investment: commonly referred to as ESG, and a hot topic for asset managers in 2019.