Product Structure

Fund Structures

Asset managers have a wide selection of structures that can be used to deliver investment offerings to their clients. These include the choice between open-ended and closed-ended funds, the use of multi share class (umbrella) or single share class funds and the suitability of a corporate or unit trust type structure. Further, there is the decision as to whether a fund needs to be listed on a stock exchange.

Clarity of Investment Focus

Investment management businesses need to define and present their investment offerings carefully. They need to understand their own core competences and their client requirements in deciding what the fund offering should look like. Examples of the types of investment focus to be considered include:

• Equity Long funds
  - global, regional, single market/large, mid, small-cap/value, growth
• Fixed Income Long funds
  - global, regional, single market
• Hedge funds
  - global, regional, single market/multi-strategy, single-strategy
• Sector funds
• Money Market funds
• Private Equity funds
• Managed funds

Apache Advisors specialises in helping clients define their focus to ensure that a sensible product rage is developed to meet the strategic goals of the business and investors requirements.