OperationsScale & Growth | March 18, 2026
When Customization Becomes a Risk
Customization has become a defining feature of the alternative fund industry.
Operations | March 11, 2026
Stop Building In-House
In the early stages of an alternative investment fund, building in-house ofte
Technology | March 4, 2026
Technology Isn’t the Risk — Human Behavior is the Risk
Cybersecurity remains one of the most discussed—and misunderstood—risks i
Operations | February 25, 2026
The Myth of the Fully Integrated Service Provider
Why “One-Stop-Shop” Claims Often Fall Short in Practice
Technology | February 18, 2026
Technology Won’t Replace People
Technology continues to reshape fund operations—but not in the way many fea
Regulatory | February 11, 2026
Canadian Regulatory Services – Do I Need These?
Canadian private investment funds face a growing set of tax and regulatory ob
Operations | February 4, 2026
Why “Free Advice” Can Be the Most Expensive Advice
Fund managers work closely with administrators, legal counsel, auditors, and
Compliance | January 21, 2026
Risk by Design
Risk management has evolved far beyond a periodic compliance exercise. For fu
Compliance | January 14, 2026
Stay Ahead of 2026 Compliance Deadlines
As we enter 2026, staying on top of complianc
Operations | January 7, 2026
Capital Call Best Practices: Timing, Wording, Delivery, and Security
Compliance | December 31, 2025
SOC 1 Isn’t a Free Pass: Why Fund Managers Still Need Strong Internal Controls
Many fund managers take comfort in knowing their fund administrator has a SOC
Technology | December 17, 2025
Why Cyber Attacks Target Fund Administrators
Fund administrators sit at the operational center of private funds. They mana
Operations | December 3, 2025
The Rise of Co-Investment Opportunities
Private markets continue to evolve, and investors today act more targeted and
Operations | November 26, 2025
Why Investor Notices Still Go Wrong
Investor notices — such as capital calls, distributions, account statements
Technology | November 19, 2025
Budget 2025: Fundraising Flexibility for Mutual Fund Trusts
Budget 2025 changes how funds qualify to accept money from RRSPs, TFSAs, and
Technology | November 12, 2025
Total Cost Reporting: Is Your Firm Prepared?
Total cost reporting (TCR) is a Canadian regulatory initiative designed to gi
Operations | November 5, 2025
People Power in Fund Administration
Fund manager success depends on more than investment returns—it depends on
Operations | October 29, 2025
Can Redemption Notes Help Manage Liquidity
Liquidity in private investment funds is rarely si
Technology | October 15, 2025
Are You Reporting Fund Performance Correctly? GRR and IRR Explained
Fund performance reporting drives investor trust, capital raising, and compet
Regulatory | October 8, 2025
Audit Firms vs. Fund Administrators: What’s the Difference?
In the private fund industry, people often confuse the roles of audit
Technology | October 1, 2025
AI and RPA in Fund Administration
The investment fund industry has entered a new era of automation and intellig
ExpertiseScale & Growth | September 24, 2025
Hedge Funds to ETFs: Private Strategies Going Public
A quiet revolution is underway in asset management. Private hedge funds, once
Operations | September 3, 2025
Are You Confident in Your NAV Oversight? Here’s Why You Should Be
Net Asset Value (“NAV”) sits at the core of the investment fund industry.
Technology | August 27, 2025
The End of Paper Trails: Embracing Digital AML
AML compliance protects markets, fund manag
RegulatoryTechnology | August 20, 2025
Side Letters Are Reshaping Fund Operations – Are You Prepared?
Side letters and fund terms negotiation have evolved dramatically. What once
Regulatory | August 13, 2025
Are 401(k) Plans Ready for Private Equity and Alternatives?
On August 7, 2025, President Trump issued an
Regulatory | July 30, 2025
US AML Compliance: What’s Coming in 2026 is Now Delayed Until 2028
On August 28, 2024, the Financial Crimes Enforcement Network (FinCEN) finaliz
Scale & Growth | July 9, 2025
10 Ways to Attract Institutional Investors
Institutional investors demand high standards when selecting fund administrat
Operations | June 25, 2025
American or European: Which Do You Prefer
In private equity and venture capital, the way you calculate carried interest
Operations | June 18, 2025
Building Investor-Ready Funds
Fund managers often underestimate just how much operational infrastructure is
Regulatory | June 11, 2025
SOC 1 Type II Reports: A Critical Tool for Fund Oversight and Assurance
As fund managers face growing scrutiny from investors and regulators, indepen
Regulatory | May 21, 2025
2025 ILPA Reporting Changes: Everything You Need to Know
In January 2025, the
Technology | May 7, 2025
Unlocking the Power of AI in Private Equity to Remain Competitive
Artificial Intelligence (AI) is transforming private equity, changing asset m
Scale & Growth | April 30, 2025
Considering SPVs for Your Fund? Understand Their Pros and Cons
In the complex world of private investment funds, Special Purpose Vehicles (S
Regulatory | April 23, 2025
Thinking About Launching a Cayman Fund?
For fund managers in Canada or the United States, launching a Cayman Islands
Regulatory | April 16, 2025
FATCA and CRS Deadlines are Approaching: Don’t be Caught Offside
FATCA and CRS deadlines are approaching. They are May 1, 2025 (Canada) and
Operations | April 9, 2025
Best Practices for Family Office Reporting
Family offices face a unique set of challenges. Ma
Technology | March 26, 2025
Embracing ESG is Essential for Fund Managers to Attract Institutional Investors
Environmental, Social, and Governance (ESG) factors are becoming increasingly
Technology | March 19, 2025
Seven Essential Data Privacy Steps you Can’t Ignore
In the investment fund industry, data privacy is not just a regulatory requir
Operations | March 12, 2025
Optimize Your Fund Operations: The Critical Role of Third-Party Fund Administration
In the investment management industry, a 3rd party fund administration compan
Operations | February 26, 2025
Seven Areas you Must Address to Automate Manual Tasks and Boost Performance
In the dynamic world of private fund administration, staying competitive requ
Scale & Growth | February 12, 2025
7 Key Advantages of Leveraging External Fund Administrators
Economic uncertainty can have a profound effect on firms, posing significant
Scale & Growth | January 29, 2025
Parallel Funds in Canada: Are They Right for Your Strategy?
In the dynamic world of private equity (PE) and venture capital (VC), fund st
Regulatory | January 22, 2025
Stay Ahead of 2025 Compliance Deadlines
As we enter 2025, staying on top of compliance dea
Operations | January 15, 2025
10 Keys to Choosing Your Ideal Administrator
As a third-party administrator (TPA), we understand that choosing the ideal a
Technology | January 1, 2025
Cyber Security Threats Can Wipe You Out: Protect Your Fund
Cybersecurity risk is a major concern for businesses in today’s digital lan
Operations | December 11, 2024
10 Essential Practices to Securely Collect and Manage Investor Data
In the private fund industry, collecting investor data and documents is a cri
Regulatory | December 4, 2024
Feeling Lost on AML/KYC Compliance? Don’t Leave Your Canadian Fund Exposed
In Canada, Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatio
Regulatory | November 13, 2024
Cayman’s New Beneficial Ownership Rules Could Put Your Fund at Risk
The Cayman Islands, a leading jurisdiction for private investment funds, has
Operations | November 6, 2024
Seven Strategies You Must Implement Now to Strengthen Investor Relations
Investor relations are the backbone of trust and confidence in the investment
Regulatory | October 30, 2024
Unlock Retail Access to Private Funds
On October 10, 2024, the Ontario Securities Commission (OSC) published a
Operations | October 23, 2024
Master Your Year-End Audit: Essential Tips Every Fund Manager Needs to Know
As the fiscal year draws to a close, investment funds must undertake the cruc
OperationsPeople | October 16, 2024
The Five Hidden Costs of Maintaining an Internal Team
For investment fund managers, the decision to maintain an internal team is of
Technology | October 9, 2024
4 Essential Cybersecurity Steps to Safeguard Your Capital Calls
Capital calls are a critical process in the private equity and venture capita
Technology | October 2, 2024
SLFI Compliance Alert: Don’t Risk Costly Penalties for Your Investment Fund
The introduction of the Selected Listed Financial Institution (SLFI) designat
Operations | August 18, 2024
Five Essential Strategies to Boost Operational Efficiency in Fund Management
In the rapidly evolving investment fund industry, the need for operational ef
