By Sam Won Private equity fund managers who have been in the business for a while most likely long for the days when the only external reporting they needed to do was to provide their limited partners with investor statements. In the aftermath of the financial crisis,...

By Sam Won When fund managers discuss the topic of raising or retaining assets or investors share their requirements for investing, there is no prerequisite that comes up more often than whether a fund is deemed to be “institutional-quality.” “Given that there is...

By Chris Kentouris July 21, 2015 Do you have a policy to prevent cyber breaches? Do you allow employees to work remotely? Do you have a policy for valuing hard-to-price assets? Do you allow multiple parties access to your compliance system? Do you have a procedure to...

By Joanne Cleaver April 23, 2015 “Risk” doesn’t have to be a four-letter word. Yes, 2008’s losses still sting. But here’s how to start steering by looking out the windshield and finally giving up the rearview mirror. Take a hard look at how much you can stand to lose...

April, 2015 Below is an excerpt from the article: What do you see as the biggest challenge funds have had with these reporting requirements? The biggest problems we have seen are: 1.) funds are inadvertently raising “red flags” because they are using incorrect...

March 13, 2015 There has been much discussion and consternation about the reporting and disclosure aspects of the Alternative Investment Fund Manager Directive (AIFMD or the Directive). While AIFMD impacts almost all aspects of an alternative investment firm’s...

By Simone Foxman March 10, 2015 Steven Cohen’s investment firm is looking for an edge in public data. Point72 Asset Management, the successor to Cohen’s hedge fund SAC Capital Advisors, has hired about 30 employees since the start of last year to build computer models...

By Bruce Frumerman & Samuel K. Won (Excerpted from an article co-authored by Sam Won) As Global Risk Management Advisors counsels, there are four sets of portfolio management-related risk management questions that prospective investors delve into that hedge fund...

By Simone Foxman   February 11, 2015 For almost two decades, David Einhorn has told clients he would aim for annual investment returns of 20 percent. The hedge fund manager has largely delivered with some of the best performance in money management.   Times...

With an average of 25 years’ of front-line experience at top global financial and asset management institutions, GRMA has a team of well-recognized thought leaders and practitioners in risk management. What distinguishes GRMA from other risk service providers is that...