Top 10 Hedge Fund Consulting/Service Companies - 2020
Piedmont Fund Services: Streamlining Fund Administration Services

Top 10 Hedge Fund Consulting/Service Companies - 2020

Technology has proven to be a boon to hedge fund managers and investors over the past few years. The arduous search and investment process primarily performed in person and through word of mouth has now become a seamless process almost entirely managed from the comforts of an office. The introduction and proliferation of hedge fund database and analysis platforms, web sites, web meetings and teleconferencing functions, analysis and monitoring hedge funds has perhaps never been more accessible.

Hedge funds also have unprecedented access to information on other funds in the alternative investment regimes. This information, easily manipulated and studied using analytic platforms, allows hedge funds to construct marketing materials with data-driven insights and peer analysis, helping industry leaders to attract and keep investor allocations.

Also, there is a need for trusted hedge fund services partner to support hedge funds firms with the day-to-day management of funds. There are a few companies that offer comprehensive and dedicated hedge fund services that span the entire investment process across a full spectrum of fund strategies, domiciles and structures.

In an effort to help decision-makers assess the activities of investors as well as understand their prospective clients, a panel of prominent CEOs, CIOs, VCs, analysts, along with the Capital Markets CIO Outlook editorial board has assessed scores of hedge funds technology solution and service providers and picked out a list that highlights the best among the best. We have considered the vendor’s offerings, core competencies, milestones and other capabilities that cater to the requirements of a hedge fund organization. We present to you Capital Markets CIO Outlook’s “Top 10 Hedge Fund Consulting/Service Companies - 2020”

Top Hedge Fund Consulting/Service Companies

Citrin Cooperman is among the largest, full-service assurance, tax, and business advisory firms in the United States, having steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients “focus on what counts.” Rooted in our core values, we provide a comprehensive, integrated business approach to traditional services, which includes proactive insights throughout the lifecycle of our clients, wherever they do business, across the globe. Citrin Cooperman is an independent firm associated with Moore Global Network Limited. citrincooperman.com

www.citrincooperman.com

FMI is a robust and transparent alternative to AI for financial time series forecasting and classification, anomaly detection, and correlation analysis,” explains Nayar. Developed by senior professors of the physics department at Princeton University, FMI has emerged as one of the most powerful tools to analyze contemporary financial data. It has been mathematically proved to be a unique algorithmic framework that neither mistakes noise for signal nor vice versa. What’s more, FMI-based AI systems no longer remain a black box as all the variables remain under control of the users.

fmitech.net

Kamakura’s models offer a quantitative backbone to address often overlooked and strong assumptions behind most risk and valuation models. Built upon professor Jarrow’s research, the models provide a term structure to realistically represent the finite lifetime of issuers of financial instruments. A state of the art yield curve modeling technology is provided by the company to realistically and adequately apply relevant discount factors for proper valuation as illustrated by the HJM model. This relaxes the common assumptions of Capital Asset Pricing models such as Black and Scholes and bond spread valuation, and also makes sense of AI and machine learning at a time when the financial industry moves beyond the hype

kamakuraco.com

Dynata

Dynata

Dynata is one of the world’s leading single providers of first-party data contributed by people who opt-in to member-based panels that the company manages and maintains. With a reach that encompasses 60+ million people globally and an extensive library of individual profile attributes collected through surveys, Dynata is the cornerstone for precise, trustworthy quality data. The company has built innovative data services and solutions around this core asset to bring the voice of the individual to the entire marketing spectrum, from market research to marketing and advertising. Dynata serves nearly 6,000 market research agencies, media and advertising agencies, consulting & investment firms and healthcare and corporate customers in the North America, South America, Europe, and Asia-Pacific.

Edge Technology

Edge Technology

Edge Technology Group is a global consultancy and fully-managed IT service provider exclusively representing firms within financial services. Edge delivers immediate, flexible and proprietary solutions that satisfy the needs of Hedge Funds worldwide. The company’s products and services include IT Infrastructure, Managed Services, Edge Cloud: a fully managed Public/Hybrid/Private platform. Construction and Relocation, Support Services, Security Services, Network Engineering & Design, Voice & Telecommunications, CTO Advisory & Consultancy, Compliance Surveillance, Tier III, globally certified collocation and hosting and Disaster Recovery Services.

Fi Tek

Fi Tek

Fi-Tek is a premier product focused financial technology solutions and services company. Our products and solutions address complex needs of financial services providers in Wealth Management and Alternative Investments domain. We have a proven track record in successfully serving the top tier clients in this arena and have catered to their changing requirements with requisite flexibility and agility, that has enabled us carve our niche and achieve the distinction in this highly competitive industry. Many of the clients have also been our partners in progress, rendering valuable domain knowledge and business insight.

Geffen Advisors

Geffen Advisors

Geffen Advisors LLC is a specialist firm which offers strategic advice and solutions to hedge funds. Its goal is to provide you with the top quality advice you desire to enhance your success. Whether it just starting a hedge fund, looking to improve your firm’s internal processes and procedures in areas of specialization, or just wanting to confirm that operating at best practice standards in these areas already, we look forward to collaborating with the team.

MG Stover

MG Stover

MG Stover & Co. was founded in 2007 by prior Big 4 auditors and fund operators. We are a fund accounting and administration company that uses highly specialized technology for portfolio and partnership accounting. We support a diverse range of clients including hedge funds, funds of funds, private equity & venture capital funds, and family offices. Each client is assigned a dedicated Account Manager who responsible for all aspects of the client/fund relationship including: fund operations, trade execution, NAV calculation and timely resolution of manager or investor inquires.

Stonegate Global

Stonegate Global

Stonegate Global Fund Services specializes in the formation and administration of offshore and domestic hedge funds, blockchain technology & cryptocurrency funds, private equity funds, real estate funds, multi-manager funds and family investment trusts. The firm’s industry-leading comprehensive services include fund formation, offshore trust formation, fund and trust administration, family office services and capital introductions. Stonegate’s technology systems, Stonegate DataRoom™ and Stonegate FundEngine™, provides clients with an online data room and investor subscription platform, and the Stonegate Portal™ allows investment managers and their fund investors to access fund reports, financial statements, capital summaries and tax information.

STRAIT

STRAIT

STRAIT is a SOC I Type II certified fund administrator providing a full range of financial solutions for hedge funds, private equity firms, family offices and corporations. Services include full fund administration, middle office operations, CFO suite services, regulatory compliance services, investor relations, performance and risk reporting. Founded in 2006 and headquartered in Dallas, Texas, STRAIT has clients nationwide and is backed by an industry leading team of CPAs, CFAs, JDs, and MBAs.