Swapnil Kendhe’s Post

Is it better to have an active portfolio manager or just invest in a fund that tracks an index? We discuss active and passive management on #HensslerMoneyTalks on Atlanta's AM 920 The Answer at 10 a.m. 🤩🎙️

With January 2025 quickly approaching, economic optimism is in the air and a better fundraising market than 2024 is widely anticipated (hoped for). GPs are reevaluating their internal operations and reassessing their partners to ensure that they can scale efficiently. However, change for the sake of change is never optimal. When it comes to Fund Administration, GPs are asking: 1) When should one change their Fund Administration partner? 2) What key questions should be asked to ensure a successful new partnership? Click below to help plan your 2025.

Want to ensure that a fund manager is committed to the success of their fund? Here are a few of the quickest and most effective ways to vet them…

Is it time to change your fund administrator? Here's what you need to know: Switching fund administrators is a critical decision that requires careful planning. From assessing compatibility, expertise, technology, and scale to ensuring continuity and minimizing risks, it can be a difficult balance. The right decision can lead to untapped efficiencies in your operations as the demands placed on managers to provide timely and accurate information continue to evolve and intensify. Our latest article, “Migrating your fund: what to consider when changing your fund administrator,” gives key insights to help guide your decision-making. Click here to read the full article: https://lnkd.in/eYbCT2gm

There are many reasons fund managers consider when switching fund administrator, such as improved service, global reach, better technology solutions and robust regulatory compliance processes. Transitioning fund administration can be complex, but with the right partner and organised approach, it can be seamless and efficient. In our latest article, we share some practical steps for fund managers to achieve a smooth transition that aligns with operational goals and regulatory requirements. Read more: https://lnkd.in/gcf3QRqd

Want to ensure that a fund manager is committed to the success of their fund? Here are a few of the quickest and most effective ways to vet them 👇

Want to ensure that a fund manager is committed to the success of their fund? Here are a few of the quickest and most effective ways to vet them 👇

Active Asset Allocation: is it worth it? We recently updated our analysis on whether multi-asset fund managers (on average) have added value through asset allocation, and the outcome was worse than we expected. No doubt this will be controversial, but the data is hard to ignore. Our lack of commercial relationship with the fund managers we rate was an important enabler of these findings. Read the full summary below👇 #Independence #Fundresearch #Multiasset

Know the fund manager before selecting a fund!

There are many reasons fund managers consider when switching fund administrator, such as improved service, global reach, better technology solutions and robust regulatory compliance processes. Transitioning fund administration can be complex, but with the right partner and organised approach, it can be seamless and efficient. In our latest article, we share some practical steps for fund managers to achieve a smooth transition that aligns with operational goals and regulatory requirements. Read more: https://lnkd.in/gcf3QRqd