News Stories

  • Home
  • About Us
  • News Stories
  • Inside the mind of a fund administrator

    5/11/2018
    Alternative Investment Solutions
    Featured Image

    Interest in Ireland among private debt and private equity fund managers remains strong, especially with the highly anticipated amended Irish Investment Limited Partnership (ILP), scheduled to be formally approved later this year. This is good news for Ireland’s asset servicers. U.S. Bancorp Fund Services, has continued to grow its market share in not only the familiar long/short equity, credit and managed futures segments but also private equity and private debt funds and reinsurance funds. Click here to read more.

    How to start a hedge fund in the U.S.

    4/10/2018
    Alternative Investment Solutions
    Featured Image

    Because we work with managers who support a variety of fund types from hedge funds, private equity, and real estate to fund of funds, we know that during the initial startup phase for an emerging manager there is a transition towards growth and maturation. At this time, the manager needs help in selecting a high-quality team. Emerging managers should never underestimate the importance of a quality team, and careful consideration should be given to the investors that they’re going to be courting, along with who their partners and service providers will be. An established track record is important early on. Click here to read more.

    Charge is good: The future for fund services in Ireland

    4/3/2018
    Alternative Investment Solutions
    Featured Image

    In response to market expectations, Quintillion is embracing change and moving from being a very successful niche player, to a new institutional footing as an integral part of U.S. Bank. This year will see a rebranding campaign that will present all global U.S. fund services centres as a single source. The rebranding will solidify our “one U.S. Bank” message, defining us as a fi rm delivering a unified experience for our clients, and adding global custody, depositary services and additional enterprise solutions. Click here to read more.

    Taking a disciplined approach to M&A strategy

    11/3/2017
    Alternative Investment Solutions
    Featured Image
    One of the dangers of analysing consolidation trends in the fund administration space is that all firms are treated on a similar footing. However, rather than tarring them all with the same brush, the industry needs to separate the actions of investment bank-owned administrators from those owned by the large, traditional custodial banks and those operated by nonbanking independent organisations. Click here to read more.

    Getting to grips with regulatory reporting

    8/17/2017
    Alternative Investment Solutions
    Featured Image

    Charles Gillanders, chief technology officer, and Alan Doyle, head of strategy - alternative investment fund services, discuss how regulatory reporting has become a critical component of running an alternative investment fund. They share their insight into how this requires well developed data sourcing and data management processes to help ensure that fund managers remain compliant. Click here to read more. 

    Providing RIA clients with the best of both worlds

    8/17/2017
    ETF Services
    Featured Image

    “If the investment manager has the ability to form their own regulated investment company and trust to launch an ETF, then as an organisation and service provider we can offer the necessary guidance, support and required services in tandem with their existing infrastructure and capabilities,” says Mike Castino, senior vice president with U.S. Bancorp Fund Services. Click here to read more.

    Forging closer links with clients

    2/15/2017
    Alternative Investment Solutions
    Featured Image
    Alternative fund managers have had a myriad of regulatory change to contend with over recent years. In the early stages, many chose to take on the reporting burden themselves. This was very much a learning curve. However, as the complexity of regulatory compliance has increased, fund managers have looked to consider how much they want to handle internally versus how much they want to outsource. Click here to read more.

    Managers move to partner service providers

    10/20/2016
    Alternative Investment Solutions
    Featured Image
    Christine Waldron, global head of Alternative Investment Solutions at U.S. Bancorp Fund Services, discusses how service providers are becoming more of a strategic partner to their hedge fund clients as they look to provide a suite of services that go beyond a single solution proposition.

    “Service providers are viewed by managers much more broadly today and we are really aimed at becoming a partner with our clients. Not only are we able to help managers overcome the myriad of regulatory filings they may face, but we want to help them evolve which has required us to expand our suite of services," says Waldron.  Click here to read more. 

    How to Start a Hedge Fund in the US 2016

    3/3/2016
    Alternative Investment Solutions
    Featured Image

    The importance of possessing an all-encompassing knowledge of the hedge fund industry has always been of the upmost significance for managers, especially in the U.S.

    Christine Waldron, head of U.S. Bancorp Fund Services Alternative Investment Solutions division, explores the importance of creative services in the U.S. hedge fund sector. Click here to read more.

    Ireland 2016

    3/3/2016
    Alternative Investment Solutions
    Featured Image

    The past 12 months has seen considerable momentum for the funds industry in Ireland, as we continue to strengthen our current position as one of the world's leading fund domiciles.

    Ken Somerville, head of business development for Quintillion, explores the background of Ireland's thriving financial sector and how it looks set to expand even more. Click here to read more.

    Irish QIAIF Becoming a "Go-To" Solution

    2/11/2016
    Alternative Investment Solutions
    Featured Image
    According to Ken Somerville, head of business development at Quintillion Limited, Ireland's fund administrators are starting to see real interest among global fund managers, running both hedge funds and private equity funds, as Europe's credit markets continue to be restructured. This is leading to a wider, more complex range of credit strategies, with loan origination perhaps the most talk about example. Click here to read more.

    Acquisitions Fuel Potential Alternative Asset Growth

    6/30/2015
    Alternative Investment Solutions
    Featured Image
    U.S. Bancorp Fund Services LLC (USBFS) is finalising two significant integrations: AIS Fund Administration, which it acquired in 2012; and Dublin-based Quintillion Ltd, acquired in 2013. The two transactions combined added approximately USD43 billion in AUA to their existing business along with several organic growth opportunities. For more information, click here.

    How to Launch a '40 Act Alternative Fund

    4/3/2015
    Mutual Fund Solutions
    Featured Image
    Administrators of '40 Act liquid alternative funds have to wear many hats and perform multiple services. Gone are the days of just basic fund accounting and NAV calculation. These days the key service providers need to offer innovation, insight, regulatory and compliance advice, education and a wide variety of consultative solutions to bring alternative investment strategies to the retail market. For more information, click here.

    The Impact of a Public Register

    3/25/2015
    Alternative Investment Solutions
    Featured Image
    The plan floated by the UK government to introduce a centralised and public register of beneficial ownership for UK companies, while encouraging its overseas territories and crown dependencies to do the same, is a sensitive issue with wide implications, as Sharon Williams from U.S. Bancorp Fund Services explains. For more information, click here.

    U.S. Bancorp Reveals Middle Office and Depo Plans

    1/23/2015
    Alternative Investment Solutions
    Featured Image
    The development of middle office and full depository services for Quintillion Limited are high on the agend for U.S. Bancorp in 2015. Head of alternative investments, Christine Waldron, said rolling out Quintillion's full AIFMD depository services is a big focus for the coming year and demonstrates the advantage of bank-backing. For more information, click here.

    Overcoming AIFMD challenges

    11/21/2014
    Alternative Investment Solutions
    Featured Image
    Over the last two years, Quintillion, European-based affiliate of U.S. Bancorp Fund Services, focused on making structural changes to the business in response to European regulation. According to Ken Somerville, Head of Business Development, Quintillion, depo lite has been a “distinct and absolute” change to the business model. For more information, click here.

    Quintillion: A Growing Global Partnership

    10/26/2014
    Alternative Investment Solutions
    Featured Image
    U.S. Bancorp Fund Services recently acquired Quintillion to expand our presence in the European market. Joan Kehoe, CEO and founder of Quintillion, discusses with Global Custodian how the company has been able to grow since the transaction and how administrators are helping managers navigate the current regulatory environment. For more information, click here.

    U.S. Bancorp Brings Shadow Accounting Solution to the Table

    10/26/2014
    Alternative Investment Solutions
    Featured Image
    The continuing institutionalisation of the hedge fund industry can be illustrated by a growing demand among managers – and indeed their investors – for shadow administration. Brian Bekiers and Steven Gargano discussed the shadow accounting solution at U.S. Bancorp Fund Services with HFMWeek. For more information, click here.

    FATCA Compliance: Seeking Peace of Mind

    3/1/2014
    Alternative Investment Solutions
    Featured Image
    With the implementation date of FATCA looming, investors and funds are seeking ways to cope with what could become a substantial administrative burden and serious risk if they fail to comply. With this in mind, U.S. Bancorp Fund Services' Beth Mueller explains to Cayman Funds Magazine. For more information, click here.