The launch of a new product can be daunting for an independent firm as a full evaluation of the economics, regulations and vendor options can be a significant drain on limited resources.  ICA can help you develop and execute your new product strategy in any of the following areas:

40Act Mutual Funds | Hedge Funds | Collective Trust Funds |Institutional Sales | International (UCITS, SIF, QIF) | Wealth Managment 

Many Hedge Funds and Independent RIAs have successfully leveraged their expertise to tap into the $9 Trillion* market for Mutual Funds and ETFs. Without a full understanding of the process, however, other managers have struggled to fully understand the costs and risks associated with establishing a 40 Act product.

ICA’s experience and network of third party service providers can be a valuable resource for launching Fund of Funds, Long/Short Funds, Equity Funds, Fixed Income Funds or Alternative Alpha Funds. Our specialized service has been designed to make sure you fully understand your options while reducing the time, costs and risks involved.

If you are an advisor managing over $30MM in a strategy with good performance, consider the benefits of launching a Mutual Fund or ETF:

• Grow your business with scale and higher margins
• Develop a brand through a publicly traded mutual fund
• Achieve unlimited distribution with no client paperwork
• Have your own proprietary mutual fund in only 105 days  

• Attain GIPS compliance
• Establish your institutional brand and marketing collateral
• Respond to RFPs for Emerging Manager platforms
• Develop a targeted sales strategy for Institutional Consultants

* 2011 Investment Company Fact Book; year-end 2010 Equity, Hybrid and Bond funds.