Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

9834

WTP Advisors offers comprehensive Form PF diagnostic

RELATED TOPICS​

WTP Advisors has expanded its services to include a comprehensive Form PF Diagnostic. Form PF, a reporting obligation adopted by the Securities and Exchange Commission is a challenging and lengthy undertaking for many hedge funds that are confronting quickly-approaching filing deadlines.

“With all the confusion surrounding Form PF it really comes down to ‘data’. Firms need to take stock of what they have, what they need and how it all comes together,“ says Lou Sala, CEO of WTP’s Capital Markets division.
 
Leveraging its middle and back office expertise, the Capital Markets team at WTP Advisors provides full data discovery and analysis for each question on Form PF. This creates a structured reporting framework which supports a more comprehensive approach to the Form PF filing process.
 
“Our Form PF Diagnostic appeals to both first and second-round filers as it provides critical data analysis and support needed by funds of all size, strategy and type,” says Sala.

In addition to the Form PF Diagnostic offering WTP has developed its own software solution, Flex PF.  Flex PF is a dynamic reporting tool that can be used for Form PF as well as additional regulatory, investor and operational requirements complete with workflow, approval and audit trail.
 
“The core flexibility inherent in the software allows for seamless integration with a firm’s existing platform” says Ilicia Silverman, Director/Head of Business Development of WTP’s Capital Markets division. “Flex PF can act as a stand-alone data warehouse or work in conjunction with a firm’s current one. It is a great tool for firms with extensive infrastructure as well as for those who outsource aspects of their operations.”
 
“Our value proposition is steeped in our expertise in peeling back the onion and getting to the root of operational processes. Form PF is squarely in our wheelhouse” says Sala.

WTP’s staff is led by industry professionals, each with over 20 years’ experience in the capital markets space. WTP has extensive project resources with the ability to provide staff augmentation for the Form PF process as well as operational support during and post-project.
 
WTP Capital Markets, a division of WTP Advisors, provides operational support, and tailored solutions for hedge funds in start-up, transition and growth phases. Seasoned industry veterans at WTP help clients improve their operations through a full suite of CFO and COO services. Service offerings include full third party service provider assessment and selection, including fund administration and prime brokerage platforms, interim back and middle office staffing, and business process reengineering.

Latest News

Bloomberg and General Index (GX) have announced the expansion of their strategic collaboration which builds..
EFAMA has commented on today’s vote by the European Parliament in favour of a new..
Morgan Stanley Investment Management (MSIM) has announced the launch of the MS INVF Systematic Liquid..

Related Articles

Juan Nozal, Mapfre Asset Management
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024, in what he predicts will be an outstanding year for this asset class...
Juan Nozal, Fixed Income Portfolio Manager at MAPFRE Asset Management, talks about the outlook for fixed income assets over 2024,..
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by