White Papers

The impact of margin requirements for non-cleared OTC derivatives on the fund management industry

To help fund managers understand what is required of them, and how prepared they are by comparison with their peers, the Depositary Trust and Clearing Corporation (DTCC) has published in the form of a White Paper an analysis of the results of a survey it conducted in the closing months of last year.

Posted on: 08 Jan, 2016

Asset management in Europe: The case for reform

Fund managers are estimated to be spending around €1.5 million in regulatory and administrative costs to market and distribute their funds across the EU despite UCITS IV being introduced to make distribution more straightforward, according to a re

Posted on: 22 Jul, 2015
Posted in: White Papers

Take cyber-security seriously or court disaster, a new paper warns smaller managers

Fund managers that fail to invest in cyber-security run multiple risks. They face disciplinary action by regulators, including fines. They risk being blackmailed by cyber-criminals that steak their data.

Posted on: 23 Jun, 2015
Posted in: White Papers

Deutsche Bank releases ODD study

This year Deutsche Bank conducted an Operational Due Diligence study to give Hedge Fund Managers insight into the investor due diligence process.

Posted on: 18 Oct, 2012

Strategic Guidance Form PF - A Guide to Creation, Calculations and reporting for RIAs

Author: Seth Berlin, Performance, Thinking and Technologies

Posted on: 11 Aug, 2012
Posted in: White Papers

Hedge Funds Strengthening Risk Management Practices

New study from the Managed Funds Association (MFA), BNY Mellon, and HedgeMark outlining new data showing that hedge funds are continuing to develop risk management practices that fit the needs of investors and fund managers alike.


Posted on: 11 Aug, 2012
Posted in: White Papers

Capital Introduction Group - Institutional Investor Survey 2012

Author: J.P. Morgan Capital Introduction Group

Posted on: 01 Aug, 2012
Posted in: White Papers


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