Tag Archive: "Investments"
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Year-End Reminders for Fund Managers
As year-end approaches, fund managers should prepare for compliance season by working closely with their service providers to ensure delivery dates are met and potential hurdles are anticipated. We recommend that fund managers consider the following: Have open and honest conversations. Engage your fund administration, tax, and assurance teams to set expectations and establish […]
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Cash Management Strategy
“Cash is king. Get every drop of cash you can get and hold onto it.” Jack Welch, Chairman and CEO of General Electric Historically during times of market uncertainty, real estate clients have generated a significant amount of cash reserves. And while sitting on large piles of cash is never a bad thing, not putting […]