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In today¿s highly regulated environment, alternative investment managers have also increasingly had to integrate rigorous compliance and cybersecurity oversight into fund operations. Additionally, with recent advances in artificial intelligence and big data analysis, fund managers are devoting larger portions of their information technology budgets towards realizing technology-based operational efficiencies. Alternative investment fund service providers have also substantially increased their scope and breadth of their operations-related services. Furthermore, investors are increasingly performing deep-dive due diligence on fund manager operations at both fund level and management company levels.
This book provides current and practical guidance on the foundations of how alternative investment managers build and manage their operations. While other publications have focused on generalized overviews of historical trading procedures across multiple asset classes, and the technical intricacies of specific legacy operational procedures, Alternative Investment Operations will be the first book to focus on explaining up-to-date information on the specific real-world operational practices actually employed by alternative investment managers. This book will focus on how to actually establish and manage fund operations. Alternative Investment Operationswill be an invaluable up-to-date resource for fund managers and their operations personnel as well as investors and service providers on the implementation and management of best practice operations.
In today¿s highly regulated environment, alternative investment managers have also increasingly had to integrate rigorous compliance and cybersecurity oversight into fund operations. Additionally, with recent advances in artificial intelligence and big data analysis, fund managers are devoting larger portions of their information technology budgets towards realizing technology-based operational efficiencies. Alternative investment fund service providers have also substantially increased their scope and breadth of their operations-related services. Furthermore, investors are increasingly performing deep-dive due diligence on fund manager operations at both fund level and management company levels.
This book provides current and practical guidance on the foundations of how alternative investment managers build and manage their operations. While other publications have focused on generalized overviews of historical trading procedures across multiple asset classes, and the technical intricacies of specific legacy operational procedures, Alternative Investment Operations will be the first book to focus on explaining up-to-date information on the specific real-world operational practices actually employed by alternative investment managers. This book will focus on how to actually establish and manage fund operations. Alternative Investment Operationswill be an invaluable up-to-date resource for fund managers and their operations personnel as well as investors and service providers on the implementation and management of best practice operations.
Jason Scharfman is the Managing Partner of Corgentum Consulting, a specialist consulting firm that performs operational due diligence reviews and background investigations of fund managers of all types, including hedge funds, private equity, real estate, and long-only funds on behalf of institutional investors, including pensions, endowments, foundations, fund of funds, family offices, and high-net-worth individuals. He is recognized as one of the leading experts in the field of due diligence and fund operations. He is the author of several publications including Private Equity Compliance: Analyzing Conflicts, Fees and Risks (2018), Hedge Fund Compliance: Risks, Regulation and Management (2016), Hedge Fund Governance: Evaluating Oversight, Independence, and Conflicts (2014), Private Equity Operational Due Diligence: Tools to Evaluate Liquidity, Valuation, and Documentation (2012), and Hedge Fund Operational Due Diligence: Understanding the Risks (2008). Jason has also contributed to the Chartered Alternative Investment Analyst (CAIA) curriculum on due diligence, has served on the organization's Due Diligence, Risk Management and Regulation Committee, and holds the CAIA charter.
Offers detailed practical guidance on developing and managing an alternative investment operations program and step-by-step analysis of the modern operational mechanics behind hedge fund trading operations
Includes analysis of the unique operational practices employed by less liquid alternative strategies including private equity and fund of funds
Contains current examples of real-world alternative investment specific documentation including a fund operations manual, operations focused service level agreements, and operational committee procedural documentation
Comprises up-to-date case studies and demonstrative examples of operational best practices and failures
1. Introduction to Alternative Investment Operations.- 2. Trade Operations: Execution, Settlement, and Reconciliation.- 3. Cash Management, Oversight, and Movement.- 4. Compliance Operations and Governance Considerations.- 5. The Role of Service Providers in Alternative Investment Operations.- 6. Information Technology Operations.- 7. Additional Operational Functions and Tasks.- 8. Private Equity Operations.- 9. Fund of Funds Operations.- 10. Documenting and Analyzing Fund Operations.- 11. Ongoing Operations Management, Training, Surveillance, and Testing.- 12. Analysis of Fund Operations and Future Trends.
| Erscheinungsjahr: | 2021 |
|---|---|
| Fachbereich: | Einzelne Wirtschaftszweige |
| Genre: | Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Taschenbuch |
| Seiten: | 216 |
| Inhalt: |
xvii
198 S. 7 s/w Illustr. 198 p. 7 illus. |
| ISBN-13: | 9783030466312 |
| ISBN-10: | 3030466310 |
| Sprache: | Englisch |
| Ausstattung / Beilage: | Paperback |
| Einband: | Kartoniert / Broschiert |
| Autor: | Scharfman, Jason |
| Auflage: | 1st ed. 2020 |
| Hersteller: | Springer International Publishing |
| Maße: | 235 x 155 x 12 mm |
| Von/Mit: | Jason Scharfman |
| Erscheinungsdatum: | 30.08.2021 |
| Gewicht: | 0,335 kg |
Jason Scharfman is the Managing Partner of Corgentum Consulting, a specialist consulting firm that performs operational due diligence reviews and background investigations of fund managers of all types, including hedge funds, private equity, real estate, and long-only funds on behalf of institutional investors, including pensions, endowments, foundations, fund of funds, family offices, and high-net-worth individuals. He is recognized as one of the leading experts in the field of due diligence and fund operations. He is the author of several publications including Private Equity Compliance: Analyzing Conflicts, Fees and Risks (2018), Hedge Fund Compliance: Risks, Regulation and Management (2016), Hedge Fund Governance: Evaluating Oversight, Independence, and Conflicts (2014), Private Equity Operational Due Diligence: Tools to Evaluate Liquidity, Valuation, and Documentation (2012), and Hedge Fund Operational Due Diligence: Understanding the Risks (2008). Jason has also contributed to the Chartered Alternative Investment Analyst (CAIA) curriculum on due diligence, has served on the organization's Due Diligence, Risk Management and Regulation Committee, and holds the CAIA charter.
Offers detailed practical guidance on developing and managing an alternative investment operations program and step-by-step analysis of the modern operational mechanics behind hedge fund trading operations
Includes analysis of the unique operational practices employed by less liquid alternative strategies including private equity and fund of funds
Contains current examples of real-world alternative investment specific documentation including a fund operations manual, operations focused service level agreements, and operational committee procedural documentation
Comprises up-to-date case studies and demonstrative examples of operational best practices and failures
1. Introduction to Alternative Investment Operations.- 2. Trade Operations: Execution, Settlement, and Reconciliation.- 3. Cash Management, Oversight, and Movement.- 4. Compliance Operations and Governance Considerations.- 5. The Role of Service Providers in Alternative Investment Operations.- 6. Information Technology Operations.- 7. Additional Operational Functions and Tasks.- 8. Private Equity Operations.- 9. Fund of Funds Operations.- 10. Documenting and Analyzing Fund Operations.- 11. Ongoing Operations Management, Training, Surveillance, and Testing.- 12. Analysis of Fund Operations and Future Trends.
| Erscheinungsjahr: | 2021 |
|---|---|
| Fachbereich: | Einzelne Wirtschaftszweige |
| Genre: | Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Taschenbuch |
| Seiten: | 216 |
| Inhalt: |
xvii
198 S. 7 s/w Illustr. 198 p. 7 illus. |
| ISBN-13: | 9783030466312 |
| ISBN-10: | 3030466310 |
| Sprache: | Englisch |
| Ausstattung / Beilage: | Paperback |
| Einband: | Kartoniert / Broschiert |
| Autor: | Scharfman, Jason |
| Auflage: | 1st ed. 2020 |
| Hersteller: | Springer International Publishing |
| Maße: | 235 x 155 x 12 mm |
| Von/Mit: | Jason Scharfman |
| Erscheinungsdatum: | 30.08.2021 |
| Gewicht: | 0,335 kg |
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