[The recent merger and reorganization of two microcap funds provide an interesting window into the mechanics of a unique portfolio management process and a deeper understanding of the microcap market.
[With the price of Gold having reached unprecedented heights, this is leaving many investors wondering if it is too late to participate or how to best navigate the precious metals market.
[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern te
With a rapidly changing operating environment, accelerating investment product evolution, distribution re-engineering, and technological transformation happening across the asset management industry, the Ultimus 2024 Registered Funds Client Summit
[Institute Founding member Robert Scharar was asked to speak at Rice University’s Innovation for Day One Conference which explored solutions through advanced treatments and techn
[Structured notes are debt securities that are generally manufactured and distributed by banks and have been available to mainly institutional investors in the US since the late 1990s.
[Launching an interval or tender offer fund is like playing a multi-level chess game. There is a great deal of complexity in taking advanced investment strategies and designing, maintaining, and selling these 40 Act investment vehicles.
[Over the past two years, the pandemic environment propelled a very dramatic shift towards an advanced deployment of data, digital, and FinTech technology.
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