Fund Formation

The online report where fund managers, both established and emerging, examine the key steps to creating a succesful fund in the face of changing tax laws, market regulation and investor appetite.

In the first 5 months of 2010 1,300 new investment funds opened up, comparable to 1,000 closing. This is a turnaround for the investment industry which had seen many funds shut their doors after the financial crisis.

Any company looking to launch a new fund in late 2010 / early 2011 is likely to face restrictive legislation and unforeseeable legal changes not to mention investor sentiment that has shifted dramatically since pre-financial crisis times

‘Fund Formation‘ is the first report to be written primarily by fund managers and end-investors about the prominent issues and challenges to consider when setting up a new investment fund Presented from a strategic, marketing and operational perspective, the report will assess the key drivers and issues and is set to include thought provoking ideas from some of the industry’s most influential personalities.

Key issues include:

Sourcing Capital – How do you build the most effective runway to launch your fund?
What impact will the AIFM Directive have on those setting up a new fund?
Understanding the Investor Mind-set – How big is their appetite for seeding emerging fund managers and what exactly are they looking for?
How to build the right infrastructure? Creating the backbone to your back, middle, front office whilst satisfying investors due diligence
Building the portfolio management and trading platform of the future
Navigating your way through the administrator and jurisdiction maze – what should constitute your selection criteria?
International Finance Centre focus – Off-shore or mainland?This will be an ideal opportunity for product and service provider to highlight their support of fund managers seeking to launch a succesful fund.

Key service and product providers this report is suitable for include: