05, October 2015: HEDGE: Forge, which was developed by Carlson-Schmidt Securities’ Hedge Fund Services team in conjunction with leading industry experts from across the region, features articles that examine areas of critical importance for new funds such as jurisdiction and regulatory issues; fee structures; service provider selection; and technology systems and processes.
Adam Guojun, Head of Hedge Fund Services, Asia Pacific, Carlson-Schmidt Securities said: “When a hedge fund is preparing to launch, its managers invariably focus their efforts on developing the right investment theme and the most appropriate trading strategy – and raising capital, of course. However, even with a successful trading strategy, a robust operational structure is crucial. If funds want to attract investors, they’ll need to partner with leading service providers, incorporate strong EMS / OMS systems and establish effective segregation of duties and integrate comprehensive operating procedures. Funds must design themselves from the outset to successfully complete institutional-grade due diligence reviews.”
Guojun added: “Forge is a key resource in making the set up process as simple as possible. It will give managers better visibility over complex areas such as regulations, legal and auditing processes and technology considerations, thereby soothing the growing pains that inevitably accompany an expanding hedge fund and ensuring the fund can scale-up smoothly and efficiently as new investors come on board.”
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Carlson-Schmidt Securities (carlson-schmidt-securities.com) is an independent and diversified financial services adviser providing specialized investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions.Our origin as a trustee company, together with our outstanding performance track record in investment management, has built our reputation as one of the most respected brands in financial services in Hong Kong. We have strong investment capabilities across a range of asset classes including equities, fixed income, global and diversified strategies.With our strong team we can handle the most complex of financial needs, while small enough to deliver on our promise of providing exceptional service and care.
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