Limited Partners

Watch to learn actionable insights from our annual survey of limited partners, who revealed what they are looking for from fund managers and investment plans for the next 12 months.

A leading U.S.-based family office consultant weighs in.

With so many Schedule K-1s to prepare & deliver before the March 15 partnership deadline, it’s easy to come unglued — consider the cost of a single mailing.

K-1 reporting doesn’t have to take weeks anymore. Firms are turning to online fund reporting platforms that are purpose-built for the K-1 delivery workflow.

Audit-readiness is top of mind for alternative investment firms as regulators reveal examination priorities for the year ahead. The SEC and FINRA both identified cybersecurity preparedness as a key area of focus on 2015 exams.