Managed Account Platform
In the aftermath of the 2009 global financial crisis, managed accounts have had a huge uplift in popularity. The main selling points of a managed account to institutional investors are their transparency, liquidity and high levels of governance. According to a recent article in HFM Week, approximately one third of institutional investors allocate into managed accounts, and the number of investors requiring a managed account is projected to grow steadily.
This ever increasing demand for well-structured managed accounts is driven by many factors, not least the desire of the manager to get operational quickly. Going down the regulated fund route can be timely, especially if looking to launch a fund in the European Union.
Start-up managers simply cannot risk losing seed investors to the time-consuming EU regulatory process.
What is a Managed Account?
Typically it is a single-investor investment vehicle established for the exclusive use of, and owned and controlled by, an institutional or professional investor.
Could you have several clients using Managed Accounts?
Yes; but be aware that the cost of operating multiple managed accounts can far outweigh the cost of operating a fund.
What are the benefits of a Managed Account?
- Time efficient to establish and become operational.
- Individually cost effective when compared against most regulated fund structures.
- Ability to use different service providers, including an administrator and auditor if required by the investor.
- Greater flexibility than a regulated fund structure.
- High levels of governance and control.
- Greater transparency in many respects than a fund structure.
- Enhanced liquidity.
- High protection of investors assets.
Does Helford provide the managed account platform?
No, we provide an operational solution in partnership with alternative platform providers.
What are the benefits of our Managed Account solution?
This is a turnkey solution created by our team of experts, all of whom have set up and invested for our own clients through the managed account route. Consequently we have an excellent understanding of structuring managed accounts.
We have over the years, developed strong and close partnerships with various well known managed account platform providers. Each one has been chosen because we deem the provider most suitable to be able to meet the requirements of the particular size, type, and investment profile of the managed account.
Portfolio managers interested in utilising our Managed Account solution will be provided with a segregated account with one of our preferred platform providers.
We can also provide full regulatory hosting services to the portfolio manager.