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Is Bigger Always Better? Advice for Hedge Funds Named David

Posted by Kaleigh Alessandro on Thursday, September 12th, 2013

David vs. GoliathLike David bravely dueling with the larger Goliath, small and mid-sized investment firms are often faced with insurmountable odds when competing against larger (and better endowed) funds. With more experience and more assets, larger firms have the advantage when it comes to soliciting investor allocations. But do these inherent shortcomings equal certain failure? If David can emerge victorious, can’t smaller hedge funds?
 
Earlier this week, we gathered a panel of experts in San Francisco to discuss this topic at length. Following is a brief synopsis of the topics they covered.

Categorized under: Hedge Fund Operations  Cloud Computing  Hedge Fund Due Diligence  Infrastructure  Launching A Hedge Fund  Outsourcing  Real Estate  Trends We're Seeing 



Hedge Fund Infographic: You know you're a Private Cloud User if...

Posted by Jessica Sipprelle on Tuesday, March 19th, 2013

Today, we're excited be hosting the 2013 London Hedge Fund Cloud Summit at the Prince Philip House in London. The event features a variety of industry experts participating in thought-provoking panel disccussions focused on the cloud adoption trends shaping the investment industry. Conversations will touch on everything from the differences between public and private clouds to cloud security and application hosting.

In honor of this event and to provide a visual to help encapsulate the many benefits that come from leveraging a private cloud, we have published a new infographic entitled “You Might be a Private Cloud User If…” Check it out to see the top 10 signs that you are likely a private cloud user. For more information and details on the 2013 London Hedge Fund Cloud Summit please visit the event page. Also, be sure to look out for a recap of the event here on the Hedge IT blog next week!

you know you're a private cloud user if...infographic

Categorized under: Cloud Computing  Eze Castle Milestones  Hedge Fund Due Diligence  Hedge Fund Operations  Hedge Fund Regulation  Launching A Hedge Fund  Trends We're Seeing  Videos And Infographics 



What are Investors Thinking...When it Comes to Hedge Fund IT?

Posted by Mary Beth Hamilton on Thursday, March 14th, 2013

Yesterday our VP of client technology, Steve Schoener, presented on a California Hedge Fund Association webinar about building an institutional infrastructure at today’s hedge funds. A lofty topic (so consider this a basic primer), Steve focused on four key discussion areas, which we’ll recap here. They were:

  • Investor Expectations of IT

  • On-premise & Cloud solutions: Which is right?

  • Security Risks & Best Practices

  • Disaster Recovery How-Tos

You can watch the 30-minute webinar now or keep reading below.

Categorized under: Infrastructure  Cloud Computing  Hedge Fund Due Diligence  Hedge Fund Operations  Launching A Hedge Fund  Outsourcing  Security  Trends We're Seeing 



I’m Launching a Hedge Fund. What Tech Questions Do I Ask?

Posted by Mary Beth Hamilton on Tuesday, January 29th, 2013

The latest HFR Global Hedge Fund Industry Report found that hedge fund assets increased by $60 billion in the fourth quarter of 2012, bringing total industry capital to a record $2.25 trillion.  With hedge funds posting performance gains and the new year upon us, we expect to see new hedge fund launches take off. 

Technology is just one of the many areas to consider when starting a hedge fund.  To help jump start the process, below is a list of some commonly asked questions we receive.

Where do I start in creating a technology budget for my hedge fund?

It is important to note that whether a firm selects to go with an in-house IT solution or cloud computing there will be implications on technology budgeting.  Once in-house versus cloud is evaluated, it is important to think about the workflows and systems you use to complete your work – be it email, reports, phones, market vendor applications, and/or risk systems.  You can find a technology budgeting worksheet here to help with your planning.

Categorized under: Launching A Hedge Fund  Cloud Computing  Hedge Fund Due Diligence  Hedge Fund Operations  Infrastructure  Outsourcing 



Taking the Cloud Security Exam (aka Hedge Fund Checklist)

Posted by Mary Beth Hamilton on Tuesday, December 4th, 2012

Question markLast month our friends at eSentire published a Cloud Security Checklist to provide hedge funds and alternative investment firms a guide when evaluating a cloud provider such as Eze Castle Integration.  The Checklist asked the question, “How can you know if your Cloud Service Provider has your best risk management interests in mind?”

Since here at Eze Castle Integration we are big proponents of secure cloud computing, we thought we’d be the first cloud service provider (that we know of!) to complete eSentire’s checklist.

Here goes!

1.0 Physical Security: Does the cloud provider have a rigorous physical access protocol?

Yes, yes and yes.  Eze Castle has detailed Access Control and Premise Access policies that extend from physical to virtual environments.  Following are some of the key physical access control protocols we have in place:

  • 24x7x365 manned lobby with visual verification of identity

  • Two-phase authentication of visitors (card and biometric)

  • Secured access at all entry points, including doors and elevator banks

  • Monitored security cameras as well as door, motion and camera sensors

  • Visitor logs closely monitored and escorts required at all times

  • Key-locked cages and cabinets at all data center facilities

Categorized under: Security  Cloud Computing  Disaster Recovery  Hedge Fund Due Diligence  Hedge Fund Operations  Infrastructure 



A Guide to Hedge Fund Technology: 2012 Benchmark Study Results

Posted by Kaleigh Alessandro on Thursday, November 1st, 2012

Last week, we revealed the results of our 2012 Hedge Fund Operations & Technology Benchmark Study, which surveyed over 300 buy-side firms about their front, middle and back office technology and vendor preferences. This year’s findings underscore the need for investment firms to employ robust systems to support trading operations and meeting increasing regulatory and investor demands.
 
Below is a summary, but you can download the full report here.

Respondent Profile

 
Within the financial services industry, Eze Castle surveyed 320 firms including hedge funds (61%), investment managers or investment banks (12%), private equity firms (7%), fund of hedge funds (4%), broker/dealers (2%), and venture capital firms (1%). Additional firms included in an ‘Other’ category include family office, legal, real estate, endowment, quant, biotech and insurance brokerage.

Firms surveyed fell into three asset classes: 30 percent reported their AUM as $100 million and under; 32 percent fell between $101 and $500 million; and 38 percent reported over $500 million in assets under management.

Type of Firm

Categorized under: Cloud Computing  Communications  Hedge Fund Due Diligence  Hedge Fund Operations  Hedge Fund Regulation  Infrastructure  Launching A Hedge Fund  Outsourcing  Software  Trends We're Seeing 



Hedge Fund Form PF: Getting the compliance basics right

Posted by Kaleigh Alessandro on Tuesday, July 24th, 2012

Is your firm registered with the SEC? Do you manage one or more private funds with assets of at least $150 million? If you said yes to these questions, then you have some homework to do. Under SEC regulations, your firm is required to file Form PF.Compliance & Technology Webinar: Listen Now
 
During a recent webinar, we asked ACA Compliance Group to talk us through the requirements and recommendations for filing Form PF as well as some additional compliance program recommendations. Below is a short recap of ACA’s presentation. To listen to the full replay of our event, click here.
 

Form PF: Requirements & Recommendations

Depending on your firm’s fund type and assets under management (AUM), the deadline for your Form PF filing may be sooner rather than later. Larger funds  - including hedge fund managers, liquidity managers and private equity managers  - will need to file sooner, while the majority of registered investment advisers won’t need to file until early next year.

Categorized under: Hedge Fund Regulation  Hedge Fund Due Diligence  Trends We're Seeing 



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