Investment Advisory

Part 3 in the series brings to life how AMCs, Trackers and CLNs can be used by showing real world examples and structures.

Part 2 in the series dives into the details of how Certificated Products are built and funded

Part 1 in a series delving into the ins-and-outs of building an efficient Performance Fee. This part focuses on the architecture of a Performance Fee, how it relates to other fees in your investment and key issues of misalignment in interests between managers and investors.

Standardised processes are important to achieve scale, but they should never be relied on entirely or used to replace critical thinking and experienced judgement

Structured Finance may be misunderstood, but it effects us all, and maybe connects us in ways we never previous thought of.

Certificated Products are a sophisticated way to setup your capital raising or investment opportunities, but not everyone has worked with them before.