7 BENEFITS OF A MOBILE FUND MANAGER
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Why today’s fund manager is going mobile
The digital revolution is quietly transformingwhat today’s fund manager looks like. Thedays of being tied down to your desk to trackinvestments and research and handleinvestor inquiries are disappearing. They arebeing replaced by a mobile, connected,empowered fund manager that can carry themost important aspects of their business inthe palm of their hands.
Through mobile devices, you can be moreconnected — to your investment team,counterparties, and potential and existinginvestors. Dynamic hedge funds areleveraging this connectivity to create a morenimble, pro-active and ultra-effectivebusiness. But, how are these fund managersbenefiting from a true mobile experience?
Here’s how a mobile-manager can be smarter than their deskbound competition.
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We received a call from a managed account client, who had their money invested across several funds. He asked why we were up .1x, while the other fund manager was
down .3x. Rather than spending the manpower and time building a response using off-the-bar/archaic spreadsheets, I swiped my iPad and responded in a matter of
seconds. Their response was "If we send you a couple million now, can you get it to work by 4 o'clock?" The point is, having the ability to answer investors questions when it matters. We find it liberating to have the tools to actively manage our investments,
wherever we are, with profound data to back up and support allocation decisions. And my clients have the same luxury.
Founder & Partner, Event-Driven Fund
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TABLE OF CONTENTS
1. Raise more assets
2. Stay connected… Everywhere
3. Outclass your peers
4. Simplify your ‘on-the-go’ investing process
5. Personalize transparency
6. Institutionalize
7. Focus on the Greeks– especially Alpha
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#1 Raise more assetsLet’s start with the most important advantage of a mobile hedge fund manager: the
ability to dedicate more time to raising assets and less time on admin functions.
Winning allocations from institutional investors comes down to having access to the
information that matters most to your potential investors. That’s where a Hedge Fund
Operating System comes into play—having the fund’s historical and real-time information
readily available demonstrates you have the controls in place to manage larger, more
complex allocations.
This efficiency frees you to spend more time proactively discussing the information that
matters—methodology, performance, and track record.
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#2 Stay connected… EverywhereA mobile fund manager is able to access all the important and relevant information you
may need for a meeting, right in the moment. If you are looking for yearly returns or a
refresher on your most recent transactions, a hedge fund operating system will give you
access– whether on-site or at a golf course.
And if questions posed by your investor(s) change in route to your destination, you’re
covered– you never have to worry about having the right print out in advance again.
It’s like having your investment team always with you, ready to brief you on all the
information you need to know.
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Evolution of Hedge Fund Technology
Manual. Disparate. Missing Key Capabilities. Multiple Points of Failure. Non-Real-Time. Stationary.
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Evolution of Hedge Fund Technology
Agile. Powerful. Real-Time. Complete.
OPERATING SYSTEMHEDGE FUND
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#3 Outclass your peersIn a recent study, over 87 of 100 hedge fund managers indicated they were using the
cloud in some shape or form today1. With the right cloud-capabilities, fund managers
would have a competitive edge over their peers due to the speed at which they could
actively track investments while responding to investor needs, all from any mobile device.
By placing the fund’s profile at your fingertips, including performance, NAV-light and risk
statistics, an operating system can help you quickly respond to investor inquiries, provide
these same clients with an investor-portal for immediate access to more detailed
information about their investments, and allow you to present an actionable pitch book
from an iPad, backed by profound data.
1 Examining Cloud Usage within the Investment Management Industry; Eze Castle Integration 2013 9
To continue reading, visit http://liquidholdings.com/document-library/7-benefits-of-a-mobile-fund-manager
1 Examining Cloud Usage within the Investment Management Industry; Eze Castle Integration 2013 10
© Liquid Holdings Group, Inc. 2014
1 As of the end of Q2 20142 Third Party Development Staff3 As of August 18, 2014
Learn MoreHEDGE FUND SOLUTIONS THAT SIMPLIFY SUCCESS FOR TODAY’S FUND MANAGERIf you want to grow and institutionalize your fund, you need an easy-to-use Hedge Fund
Operating System. Liquid Holdings Group frees you from the unnecessary complications of
disparate systems to give your hedge fund a better way of staying competitive — the modern
front-office tools and workflows you need to hit the next high-water mark, backed by co-sourced
middle-office services so you can concentrate on investing.
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FEEL FREE TO CONNECT
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