52% of Distribution Teams Think Advisers Want Growth Consulting. Only 16% Agree.
Asset managers appear disconnected from what financial advisers see as value-added support, a reason why their thought leadership seems out of touch. TL;DR: focus on client-facing content for advisers. Asset managers have likely held the opinion that they know best when it comes to compelling marketing and sales content. They know their adviser base well, […]
Allocators Say They Want Private Equity. Their Diaries Say Otherwise, and the Gap Is a Marketing Problem
Allocators’ survey answers are not aligned with bookings in their meeting calendars: an assumption fund distributors may falsely believe. TL;DR: address private equity positioning. Before the iConnections’ Global Alts New York 2026 conference, 284 LPs were asked about their most highly prioritised strategies. Long/short equity was top at 50%, and private equity marginally second at […]
Form PF Compliance Date Slips to July 2027, the Fourth Delay for Expanded Hedge Fund Reporting
Better-designed reporting guidance is not as imminent as hedge fund advisers would have expected, granting extra time for regulatory preparedness. TL;DR: expect re-proposals for SEC reporting requirements. Amendments to the February 2024 Form PF have been delayed to 1 July 2027 by the SEC and the Commodity Futures Trading Commission (CFTC). The joint final rule […]
SEC Moves To Scrap the Pay-To-Play Rule: What 16 years of “Foot Fault” Liability Taught Public-Pension Marketers
A 16 year old pay-to-play federal rule under the Advisers Act may be rescinded, with the SEC proposing changes to the handling of political contributions. TL;DR: consider state-level public pension marketing. In the wake of New York State pension fund scandals in 2010, the SEC introduced Rule 206(4)-5. This barred advisers from providing compensated investment […]