Are Alternatives Still Able To Provide Outsized Returns?

We live in a world of low interest rates with little sign of reversing in a meaningful way anytime soon while major equity markets move higher on a seemingly daily basis. Active fund managers around the globe struggle to produce outsized returns compared to passive benchmarks. Seeking and diversifying alpha from traditional sources has become more difficult as managers pile into the same trades and strategies. Continue reading “Are Alternatives Still Able To Provide Outsized Returns?”

Deadlines Coming Up!

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This is a friendly reminder that due to the revised Collective Investment Schemes Act (CISA) and  the Collective Investment Schemes Ordinance (CISO), foreign asset managers need to be represented by an authorized Swiss representative and paying agent already since March 2015. The documents need to be amended by 31st August latest in order to prohibit further proceedings by FINMA.
(see Art. 158a to 158e CISA, Art. 144c para. 5 CISO)Why this is important

FINMA’s enforcement activities report in 2014 shows that FINMA became very active and concluded a total of 1,358 investigations. Click here to see the full report. The ending of the transition period will reveal non-compliant foreign funds.

What you need

Compliant access to Switzerland is very simple. Foreign fund managers only need to appoint a Swiss representative and a paying agent to continue to approach qualified investors in Switzerland.

Still looking for a Swiss Representative?Choosing Fundbase as your representative in Switzerland means you will be able to actively market your funds directly to qualified investors with limited restrictions. From the onset, we will continually help you with all regulatory aspects as your trusted partner.

Please feel free to reach out to us directly and give us a call at +41 55 417 57 55. Enjoy the rest of your day. Be happy,

Your Fundbase Team

We Get You Covered

Last year, the Swiss Financial Market Authority (FINMA) adopted a new enforcement policy setting out the general principles of its approach in sanctioning violations of supervisory laws. One of its stipulations is that enforcement should be made visible.

Screen Shot 2015-04-01 at 09.09.16This recently released report on FINMA’s enforcement activities in 2014 is part of those efforts. The report shows that FINMA became very active and concluded a total of 1,358 investigations. Click here to see the full report

 

As a reminder, compliant access to Switzerland is very simple. Foreign fund managers only need to appoint a Swiss representative and a paying agent to continue to approach qualified investors in Switzerland.

Act now and get in touch with us!

+41 44 586 05 70 / info@gofundbase.com
Visit us at fundbase.com

Accessing Swiss investors? Don’t wait… or it will close on you this week

The deadline for foreign funds to appoint a Swiss representative and paying agent is approaching. The transition period defined by the Swiss regulator (FINMA) ends this week. Foreign funds distributed to qualified investors in and from Switzerland have to appoint a Swiss representative, and a Swiss paying agent (namely, a Swiss bank) no later than February 28th 2015.

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There is no reason to wait since the steps to keep Switzerland open for your funds are simple.Plenty of funds already appointed Fundbase as their Swiss representative and we helped with the paying agent in all cases. Fundbase Fund Services combines unique online and offline exposure for your funds while always ensuring global regulatory compliance.

ACT NOW AND GET IN TOUCH WITH US

+41 44 586 00 45 / fundservices@fundbase.com

We are specialized in alternatives, we speak hedge funds!

Tap almost 50% of Europe’s alternative assets with a fraction of the effort

The Alternative Investment Fund Directive (AIFMD) is a European legislation aimed to harmonize regulation of alternative investment fund managers. AIFMD has far reaching business impacts.

Let’s face it: AIFMD is no longer a distant set of requirements subject to ongoing negotiation. The European Commission’s detailed ‘Level 2 Regulation’ has settled the rules for compliance with this new, game-changing regulatory regime. The provision include, risk management, depositary, compensation and prudential capital requirements.

But there is a problem: The EU market is de facto closed for alternatives or only accessible via separate European investment structure or cumbersome country-by-country applications.

There is however a catch: 50% of alternative assets allocated in Europe are done outside of the EU, namely in Switzerland.

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Access to Switzerland is very simple. Foreign fund managers only need to appoint a Swiss representative and paying agent by 1st of March 2015 to continue to talk to grown up (a.k.a. qualified) investors.
That’s how easy it is. Investors are increasing their allocation into alternatives and Switzerland is open for business. Secure yourself a seat in the front row:

ACT NOW AND GET IN TOUCH WITH US

+41 44 586 00 45 / fundservices@fundbase.com

We are specialized in alternatives, we speak hedge funds!

The Clock Is Ticking!

The deadline for foreign funds to appoint a Swiss representative and paying agent is approaching. Only one month until the transition period is over.

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Secure compliant access to Switzerland’s 2 Trillion dollar buy side market through the world’s only regulated alternatives platform. Choosing us as your representative in Switzerland means you will be able to actively market your funds directly to qualified investors with limited restrictions. From the onset, we will continually help you with all regulatory aspects as your trusted partner

Fundbase Fund Services combines unique online and offline exposure for your funds while always ensuring regulatory compliance.

ACT NOW AND GET IN TOUCH WITH US

+41 44 586 00 45 / fundservices@fundbase.com

We are specialized in alternatives, we speak hedge funds!

The Right Way to Connect with Swiss Investors

Switzerland has the 3rd biggest community of qualified investors in the world. Foreign funds are looking for an easy and compliant access. Fundbase offers a unique solution to the market by combining two things:

  • A specialized regulated distributor and representative in Switzerland which truly caters to the needs of alternative funds who want to access sophisticated investors in a fully compliant way. Learn fore about Fundbase Fund Services
  • The first Swiss-regulated global cutting-edge platform to radically improve efficiency of discovering, assessing, and investing into alternatives. Learn more about Fundbase.com
With our specialization in hedge funds, we can help you with all regulatory aspects. Choosing Fundbase Fund Services as your fund representative in Switzerland means you will be able to actively market your funds directly to qualified investors with limited restrictions. Besides our vast network, we operate the world’s first regulated independent web based buy side platform (Fundbase.com) for the hedge fund industry, with billions of qualified investors assets represented. (read more)
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Besides our strong offline network, our innovative platform offers unique ways to access the market of qualified investors. Our Investment Channels are a unique way for fund managers to present and offer their best investment opportunities and to get exposure. Like a profile on a professional social network the Investment Channel is branded and can be used to communicate with a network of followers.
A fund manager can not only use his Investment Channel to communicate and disseminate relevant investment content with his existing distribution list but also gain exposure and grow the network – we do the work. Based on the profile of a qualified investor and his peer’s interests, our matching algorithm calculates a relevance score and presents the most relevant Investment Channels to every investor. To find out more about Investment Channels and how they work, click here.

Visit us at fundbase.com