Amel Marzoug’s Post

The private equity sector is experiencing major shifts, driven by new regulatory requirements and technological progress. Fund administration is adapting to tackle these challenges directly. Discover Vistra's perspectives on the changing dynamics and essential strategies for successful fund administration. https://lnkd.in/gnYd6tSk #PrivateEquity #FundAdministration #VISTRA #ProgressWithoutFriction

Private equity, real estate, and other firms frequently explore new jurisdictions to gain better access to investors and capital. While establishing a fund in a new location can offer these and other advantages, it also presents challenges and potential risks. To gain insights into the most common obstacles managers encounter when creating cross-border funds, Vistra interviewed three seasoned professionals with extensive experience in fund administration. https://lnkd.in/g__VXUbi #FundAdministration #VISTRA #ProgressWithoutFriction #RealEstate #PrivateEquity

Mutual fund returns:Can Sebi mandate help you identify the right fund? Recent surges in investments in certain fund categories and schemes have raised concerns. Investors flock to funds with stellar recent returns, sometimes overlooking the associated high risks. Sebi aims to ensure investors consider not just performance, but also the risks involved.  https://lnkd.in/gqbBMJ44

Are fund managers turning lemons into lemonade? That seems to be the approach the investment funds market is taking in 2024 - with some much-needed bright spots now on the horizon. Enjoyed working with Tatziana Paraguacuto-Maheo to give her IBA speech new life with an article on how funds are laser-focused on resilience this year, now available to read on Cayman Finance's website 👇 #InvestmentFunds #FundManagers #CaymanIslands

Our Mutual Fund Head, Shweta Rajani, discusses the nuances between Diversified Funds and Sector Funds in the current market landscape. Gain insights into trends, timing, and the diverse nature of investments, with a focus on beating benchmarks. A concise guide for investors navigating sector and thematic fund strategies in 2023. https://lnkd.in/d_N8fhqS

The private equity landscape is undergoing significant changes, from regulatory demands to technological advancements. Fund administration is evolving to meet these challenges head-on.    Read insights from Vistra on the shifting dynamics and the keys to effective fund administration. https://lnkd.in/eTqjfJ-n   #PrivateEquity #FundAdministration

Finding the best sector mutual funds requires a strategic approach due to the vast number of options available. #InvestmentStrategy #MutualFunds #FinancialPlanning https://lnkd.in/gswPJiMp

Did you know that the Cayman Islands saw an 8% increase in the number of private funds in 2022, with a total of 15,854 funds? Justin Thomas, Partner, Asset Management at KPMG in the Cayman Islands discusses why the Cayman Islands is such an appealing fund center for investors and discusses some of the key insights from CIMA’s Investments Statistical Digest. Justin’s blog is the latest in our Island Perspectives series, where each month, our thought leaders will bring you the latest from the financial industry across our region and globally. You can read Justin’s blog, The Cayman Islands as a fund center – Sailing from strength to strength below. #investments #fundcenter #KPMGintheCaymanIslands

Should you invest in thematic mutual fund NFOs? 6 factors to keep in mind https://lnkd.in/g4KCEamJ

·      According to Regulation 2(1)(b) of the SEBI (Mutual Funds) Regulations, 1996 ("Mutual Fund Regulations"), an exchange-traded fund (ETF) is a mutual fund scheme that invests in securities that mirror an index and is listed and traded on an exchange platform. ·      Regulation 18(a) of the SEBI (Alternative Investment Funds) Regulations, 2012 ("AIF Regulations") permits Category III Alternative Investment Funds (AIFs) to invest in securities of listed investee companies. Based on a combined reading of Regulation 2(1)(b) of the Mutual Fund Regulations and Regulation 18(a) of the AIF Regulations, it could be interpreted that Category III AIFs might be allowed to invest in the units of ETFs, as these units are listed and traded on recognized stock exchanges. ·      However, Regulation 15(1)(f) of the AIF Regulations specifically allows Category III AIFs to invest the un-invested portion of their investable funds and divestment proceeds in liquid mutual funds temporarily, until the funds are deployed according to the investment objectives or distributed to investors as per the terms of the fund documents. SEBI, through an informal guidance note, clarified that while Regulation 15(1)(f) allows temporary investments in liquid mutual funds, including ETFs, it does not permit Category III AIFs to adopt an active strategy of regularly investing in ETFs to generate income. SEBI's view is that Category III AIFs cannot include investments in mutual fund schemes, including ETFs, as part of their core investment strategy, except as a temporary measure for managing un-deployed funds. ETFs are listed and traded on exchanges the AIF Regulations do not permit Category III AIFs to engage in the regular trading of ETF units as a means of generating income. Such investments are only allowed on a temporary basis under Regulation 15(1)(f), to manage un-invested funds until they are deployed according to the fund’s investment objectives. #SEBI #informalguide #AIFs #AssetManagement #Funds