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Retailisation of the funds industry: Accessing new fundraising opportunities

19 November 2024
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In today’s complex market, fund managers face increasing pressure to expand and diversify their investor base while navigating stringent regulatory requirements. The ability to attract new retail investors requires not only a clear understanding of compliance but also the right technology to manage large volumes of transactions and investor data efficiently.

During our live webinar and Q&A session, our expert panel will provide key insights into these evolving challenges, focusing on the critical role that regulatory compliance and technology play in fund management. We’ll explore strategies for streamlining operations, ensuring accuracy in reporting and improving the overall investor experience, helping fund managers stay competitive in an increasingly complex environment.

Key Topics Covered:

  • Regulatory Compliance: The importance of adhering to evolving US regulations and strategies to maintain compliance while managing growth.
  • Technology in Fund Management: How proper technology solutions are essential for managing high-volume investor transactions, tracking investments, and ensuring accurate, timely reporting.
  • Operational Efficiency: Insights into optimizing back-office processes, including investor onboarding, capital calls, distributions, and tax documentation, to enhance the investor experience.
  • Industry Trends: Examination of the broader trends in the retailisation of funds and what fund managers should be prepared for in the near future.
     

Please complete the form below to watch the Webinar on-demand

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