Global institutional distribution without the challenge of providing investor reporting
In a post-Brexit world, setting up a fund, whether a UCITS or AIF, which navigates the changing and onerous marketing and distribution framework across various jurisdictions is challenging. Providing institutional investor reporting across different regulatory jurisdictions can be equally cumbersome.
Carne can help. Through its AMX by Carne platform, we work with asset managers to launch and manage funds through a fully outsourced and cost-effective model allowing you to focus on what matters – generating investment returns and sales & marketing. As well as providing fund structure, operations, and governance, we build and customise the fund structure to ensure maximum distribution potential through various jurisdictions.
All operational aspects of running the fund, such as risk management, governance, due diligence, legal and compliance, and distribution arrangements, are outsourced to us, freeing up your valuable time and resources.
What we can offer asset managers:
- 100% outsourced fund setup: we provide expertise in product design and fund launch. This allows you, as the investment manager, to completely outsource the operational and regulatory burden of launching new products, in a cost-effective way.
- Access to multiple client types and distribution: By reducing the complexities of cross jurisdictional distribution and marketing, asset managers can access different groups of investors. We navigate the ever-changing regulatory landscape on your behalf, ensuring a smooth pathway to distribution across the world. This allows you to diversify both your product range and client base by offering alternative products to a range of investors, be it by jurisdiction or client type.
- Provision of investor reporting via one portal: This includes factsheets, QIR’s, Solvency II, TPT, TCFD and SFDR reporting services (through our ESG reporting hub). We also provide regional specific investor reporting in the UK (including PPF, PLSA Proxy Voting), South Africa, Germany, US, Australia and Canada.
- Improved speed to market: By using our established UCITS or QAIF umbrella, speed to market is expedited. We streamline the end-to-end process of launching a fund and guide you through the onboarding process.
For more about how we’ve worked with asset managers on the AMX by Carne platform including AXA Investment Managers, Storebrand Asset Management and Metropolis Capital, visit: theamx.com/articles/five-question-series
To find out how we can help you, please contact Ben van den Tol.
This material has been prepared by Carne Global Financial Services Limited registered in Ireland (No. 377914). Registered office: 2nd Floor, Block E, Iveagh Court, Harcourt Road, Dublin 2, Ireland.
For investment professionals only who are or who would be classified as (1) Professional Clients under the applicable FCA rules, and who, if they are US residents or citizens, are or would be qualified as “Qualified Purchasers” under the US Investment Company Act 1940 and “Qualified Eligible Persons” under the US Commodity Futures Trading Commission regulations and is specifically not intended for any other persons including persons who are or would be classified as Retail Clients under applicable FCA rules. For general information purposes only.