Alternative investment fund managers reassess their service provider relationships

This INDOS Financial article was first published by HFM Week and can be read here. The latter half of 2018 will be a period of relative contemplation for the fund management industry, having spent the last few years priming itself for compliance with MiFID II and GDPR, both of which have been labour and cost-intensive exercises. The volume of regulations […]

AIFMD marketing proposals threaten reverse solicitation

Four years have passed since AIFMD was introduced, yet inconsistencies in its application still exist across EU member states. Marketing is one area where consensus has been elusive, with different regulators adopting their own separate approaches, thereby sowing confusion among fund managers. Whereas the UK allows some ‘pre-marketing’ – including the sharing of draft fund documentation – to take place […]

Private equity funds: the benefits of an independent depositary

Private equity fundraising is riding high with unprecedented levels of institutional capital rushing into the asset class, frequently due to portfolio reallocations from other fund sub-sets like fixed income and hedge strategies. The investors are institutional and highly sophisticated. Institutions of this calibre expect their managers to adopt best practices around fund governance, a key element of which is the […]

Independent AIFMD depositary INDOS Financial looks back on 2017 for the AIMA Journal

This INDOS Financial article was first published in the latest edition of the AIMA Journal. The depositary model, introduced in 2014 for many funds under the EU’s Alternative Investment Fund Managers Directive (AIFMD), is now firmly enshrined within the industry. The appointment of a depositary was not initially met with support among the alternative investment fund manager (AIFM) community, but […]

Looking ahead to 2018: An independent depositary’s perspective

The last 12 months produced an eclectic range of challenges for fund managers to deal with. Aside from traversing various macroeconomic and geopolitical uncertainties, many were preparing themselves for further compliance obligations, a number of which have been or will be implemented over the course of 2018. INDOS Financial, the leading independent depositary provider to the alternatives industry, looks at […]