Special Reports

At Institutional Asset Manager we produce a number of special reports , updated each year to focus on jurisdictional, regulatory, technical and product investment issues in detail. Each report is produced with its own independent editorial and supported with detailed contributions from industry experts.

Please browse the list below to select and read our special reports. Please contact us here if you would like to receive a schedule of our special reports or participate in them

Bahamas

The Bahamas - Regulatory Overhaul

Tue, 12/12/2017 - 10:49

This GFM report reveals how the SCB’s new risk-based regulatory approach – including fund manager licensing/registration and increased oversight of the key players in a fund structure, is aimed at opening the jurisdiction to the global funds industry.

The Bahamas – Destination of choice

Mon, 08/08/2016 - 11:03

In a new Bahamas mini report, Tanya McCartney, CEO and Executive Director, Bahamas Financial Services Board (‘BFSB’) describes a multi-tiered value proposition that is helping The Bahamas to become a leading international financial centre.

Hedgeweek Special Report: The Bahamas – How it continues to evolve its funds industry

Wed, 25/03/2015 - 10:46

The Bahamas is taking steps to raise its profile as an attractive funds centre, continuing to build out the popular SMART Fund model template to provide a range of solutions for investment managers, plus its new ICON structure designed to appeal specifica

Bermuda

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

This special report looks at how Bermuda's determination to provide a wide array of investment fund structures underpinned by the Bermuda Monetary Authority's bespoke, risk-based approach to regulatory oversight, is attracting a new wave of investment

British Virgin Islands

BVI Hedge Fund Services 2018

Wed, 10/10/2018 - 12:33

Building on the popularity of its approved and incubator fund structures, this report examines how BVI is turning its attention to the burgeoning FinTech and cryptocurrency sectors, seeking to tap the growing demand for ICOs and blockchain investments

BVI Hedge Fund Services 2017

Wed, 08/02/2017 - 13:15

With a steady uptake in clients seeking to launch funds under the new Incubator and Approved Funds regime, as well as plans to overhaul the Partnership Act and extend the use of SPCs for unregulated closed-ended structures this year, the British Virgin Is

BVI Hedge Fund Services 2016

Mon, 01/02/2016 - 21:20

The introduction by the British Virgin Islands (BVI) of two new structures, the Approved Fund and the Incubator Fund, offers family offices and start-up managers a cost-efficient and speedy route to launching new funds, and is proving successful at drawin

BVI Hedge Fund Services 2015

Fri, 30/01/2015 - 11:47

The extension of the BVI's Approved Manager regime to managers running non-BVI funds has been a rewarding move for the jurisdiction, with several of the islands' leading service providers reporting a significant uptick in activity as a result. The jurisdi

BVI Hedge Fund Services 2014

Wed, 05/02/2014 - 19:36

The BVI's Approved Manager regime, which was introduced at the end of 2012, has been extended to also cover funds domiciled in a 'recognised jurisdiction', opening up a host of fresh opportunities to hedge fund managers

BVI Hedge Fund Services 2014

Wed, 05/02/2014 - 19:36

Cayman Islands

Cayman Islands Hedge Fund Services 2018

Mon, 29/01/2018 - 11:15

The Cayman Islands is not resting on its laurels and is developing a fintech framework and a legislative and regulatory approach that will allow managers and promoters to leverage the benefits of blockchain, cryptocurrencies and related technologies

Cayman Islands Hedge Fund Services 2017

Wed, 18/01/2017 - 09:12

With the introduction of the Cayman LLC, the EU Connected Fund in its final stages of approval and a general drive towards continued regulatory evolution, this special report looks at how the Cayman Islands - the world's leading hedge funds jurisdiction -

Cayman Islands Hedge Fund Services 2016

Tue, 26/01/2016 - 12:38

This Hedgeweek Special Report examines two major developments in the Cayman Islands, both of which are set to further enhance the jurisdiction’s reputation: The introduction of the Cayman Islands LLC, which is expected to be brought into force in early 20

Cayman Islands Hedge Fund Services 2014

Fri, 19/12/2014 - 10:24

With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market

Cayman Islands Hedge Fund Services 2014

Thu, 16/01/2014 - 18:39

Read how Cayman continues to lead the way as the premier offshore hedge funds domicile and servicing jurisdiction, signing a host of bilateral tax agreements – aimed at fostering close cooperation with US, UK, EU and other governments and regulators – tha

Guernsey

Guernsey fund services 2018

Mon, 16/07/2018 - 13:00

How Guernsey is developing a reputation for innovation and speed-to-market that has earned it plaudits from fund administrators and service providers, with recent innovations such as the new Guernsey Green Fund showing a willingness to lead from the front

Ireland

Ireland Fund Services 2018

Wed, 09/05/2018 - 10:19

This report reveals how Ireland’s burgeoning funds sector is set for solid growth in 2018 as a raft of new initiatives take hold, including an updated structure that is attracting a new wave of PE managers and a new flexible Loan Origination QIAIF scheme.

Ireland Alternative Investment Fund Services

Mon, 06/02/2017 - 10:29

This special report reveals how Dublin is witnessing the emergence of a digital cluster of innovative RegTech companies seeking to service the growing regulatory compliance and transactional requirements of alternative investment funds and their service p

Ireland Alternative Investment Fund Services 2016

Thu, 11/02/2016 - 09:26

The introduction of the Irish Collective Asset Management Vehicle (ICAV) has been a real success for Ireland, generating new business from fund managers looking for an efficient solution to establishing regulated funds in Europe. Ireland is also drawing i

Ireland Fund Services 2014

Thu, 20/11/2014 - 13:10

With the imminent introduction of the Irish Collective Management Vehicle (ICAV) and enormous interest in vehicles investing in the fast-recovering domestic real estate market, Ireland's funds business is set to dial up strong growth in 2015

The Irish ICAV: The dawn of a new era for the Irish funds industry

Wed, 02/04/2014 - 13:05

Brian Kelliher, Partner, Asset Management & Investment Funds and David Lawless, Head of Taxation at Dillon Eustace, outline the rationale and key features of the Irish Collective Asset-management Vehicle (ICAV) for fund promoters and managers, as well as

Latin America

Equity Bank and Trust Bahamas - Views on Latin America

Tue, 22/11/2016 - 11:58

Latin America is firmly in the sights of Equity Bank And Trust, who see massive opportunities across the continent to build out its boutique private banking business. In this special report, Dillon Dean, Managing Director, and Ivylyn Cassar, Equity’s Vic

Luxembourg

Luxembourg Fund Services 2018

Wed, 07/11/2018 - 12:30

Looking for a post-Brexit, EU hub for global fund distribution? This report reveals how Luxembourg offers a complete toolbox for the job, from innovative fund structures such as the RAIF to solutions for the blockchain and cryptocurrency investment era…

Luxembourg Fund Services 2016

Mon, 07/11/2016 - 10:46

The introduction of the Reserved Alternative Investment Fund (RAIF) regime - that embraces the concept of the AIFMD being manager-focused regulation - could be a game changer in the future development of Luxembourg as Europe’s leading funds centre as it s

Luxembourg Fund Services 2015

Fri, 23/10/2015 - 11:24

This Globalfundmedia Special Report examines the latest trends in alternative funds setting-up and distributing into the EU using Luxembourg as a springboard, and unravels the latest structuring and distribution solutions available in the Grand Duchy to a

Luxembourg Fund Services 2014

Fri, 24/10/2014 - 12:52

Luxembourg is not resting on the success of its SCSp regime. With PERE debt funds on the rise, a potential Reit product on the horizon, and a RQFII programme to tap in to, global managers suddenly have a number of compelling reasons to use Luxembourg as t

Malta

Malta Alternative Investment Fund Services 2016

Thu, 22/09/2016 - 15:04

As this Hedgeweek Special Report outlines, the introduction of Malta's Notified AIF regime is a masterstroke, shifting the regulatory focus to the manager and providing fund promoters with an unregulated fund structure where speed to market is of the esse

Malta Alternative Investment Fund Services 2015

Wed, 16/09/2015 - 09:22

Read why alternative investment vehicles are lining up to set up in Malta not just as AIFs but also increasingly as AIFMs; the types of of managers and funds using Malta as their springboard into the EU; and, the various structures available to managers

Malta Hedge Fund Services 2014

Wed, 08/10/2014 - 10:26

Malta's fund services business continues to grow rapidly, driven by increased interest from asset managers setting up AIFMs and prudent regulation such as the PIF regime that is also proving popular with non-EU managers

Malta Hedge Fund Services 2013

Fri, 27/09/2013 - 10:00

With nearly 600 funds now domiciled in Malta, the island is priming itself for further growth in its fund domicile, fund administration and asset servicing businesses with the advent of the AIFMD. Read how fund managers can benefit from Malta's updated re

Switzerland

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 13:53

Swiss institutions are looking to diversify their alternative allocations in a bid to improve yield and meet their long-term liabilities. This Hedgeweek Special Report examines how hedge funds, with the help of their service providers, are positioning the

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 09:12

Switzerland formerly introduced a revised version of the Collective Investment Scheme Act (CISA) on 1 March 2015, bringing hedge funds under the watch of FINMA, Switzerland’s financial regulator, for the first time.Twelve months later, 4,000 alternative f

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 19:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversif

Switzerland Hedge Fund Services 2014

Thu, 17/04/2014 - 13:26

Switzerland's asset managers and service providers have put together a host of investment and outsourced service solutions for hedge fund managers and investors to ensure their smooth passage under Switzerland's revised Collective Investment Schemes Act (

United States

US Hedge Fund Services 2017

Thu, 26/10/2017 - 14:43

This Hedgeweek Special Report examines the challenges faced by US hedge fund start-ups and established managers in a market driven by a prolonged bull run, unravelling a range of issues and there resulting solutions being developed by service providers

US Hedge Fund Services 2016

Thu, 06/10/2016 - 10:28

Continued fee compression, the need for institutional-quality systems and processes, and a desire to reduce the regulatory and compliance burden are just some of the drivers that are pushing hedge fund managers to embrace outsourcing, as revealed in the H

US Hedge Fund Services 2015

Wed, 30/09/2015 - 11:21

A rising tide of regulation is threatening to swamp US hedge funds with significant trading, distribution and reporting issues.This Hedgeweek Special Report unravels these issues, guides managers through the solutions currently available to them, and exam

US Fund Services 2014

Tue, 07/10/2014 - 10:03

With the SEC increasing its scrutiny of hedge funds and the JOBS Act opening up hedge fund marketing, read how advisers and service providers to US funds are developing multiple solutions to help managers address these issues

US Hedge Fund & Private Equity Services 2013

Thu, 19/09/2013 - 14:54

With US alternative investment fund regulation tightening, this key Special Report examines how managers are responding, outlining new trends such as hedge funds setting up 40 Act funds, the growth of hybrid hedge/private equity vehicles, access to the EE