Fund Platform Simplifies Alternative Investment Management

A fund platform can simplify alternative investment management by providing a centralized hub for investors to access a range of investment options.

This can include private equity, real estate, and hedge funds, which are often complex and difficult to navigate on your own.

By streamlining the process, fund platforms can save investors time and money, and help them achieve their investment goals more efficiently.

In fact, one fund platform has reported a 30% reduction in administrative costs for its clients, thanks to its streamlined processes.

With our Fund platform, you can explore a wide range of investment options. You can choose from open-ended investment companies (OEICs) and unit trust funds, including index trackers.

You can select from HSBC funds and other leading fund managers. Our platform offers a variety of funds to suit different investment goals and risk levels.

Research and compare the different investment options using our handy research tool, which allows you to compare up to 5 funds at a time. This can help you make informed decisions about your investments.

You can choose from a wide range of open-ended investment companies (OEICs) and unit trust funds, including index trackers.

As well as HSBC funds, we also offer funds from other leading fund managers.

You can see which funds we offer and view their costs and charges.

You can invest in a fund today with £50, then set up regular investments from £50 a month.

The value of investments can go up and down, so you may not get back what you invest.

An index tracker is essentially a fund that mirrors the performance of a specific stock exchange or index by investing in the companies within it.

It's known as a 'passive investment' because the fund manager doesn't actively pick and choose individual stocks.

Tracker funds are designed to offer investors broad exposure to an entire index at a relatively low cost.

The main drawback of investing in a tracker is that it can be vulnerable to losses if the index is dominated by a particular sector.

Using the Platform is straightforward. To get started, simply follow these three steps: register, fund your account, and start investing.

The Global Investment Centre is designed to be user-friendly, allowing you to manage all your investments in one place. This saves time and makes it easier to keep track of your portfolio's performance.

You can access a wider range of investment options through a fund platform than you would get from a single provider. This allows you to diversify your portfolio and potentially increase your returns.

The platform provides tools and resources to help you make informed investment decisions.

Fees can be a major consideration when choosing a fund platform. There are no fees to open a Global Investment Centre account, which is a great start.

You'll need to pay an annual account fee of 0.25% of your investment, taken quarterly from your nominated HSBC account. For example, a £1,000 investment would have a £2.50 account fee.

Fund managers also apply an annual management charge and other expenses, which are deducted directly from the fund. It's essential to review the 'Costs and Charges' PDF before investing to understand all the charges.

Rising demand for data transparency means that investors expect fund platforms to be open and honest about their fees and charges.

There are no fees to open a Global Investment Centre account, which is a great starting point for investors.

The only annual account fee is 0.25% of whatever you invest, taken quarterly from your nominated HSBC account.

For example, a £1,000 investment would have a £2.50 account fee, which is a straightforward charge.

You'll see a breakdown of all the charges in the relevant 'Costs and Charges' PDF before investing, so you can make an informed decision.

Trading fees can be charged whenever you make a trade, and they can be in the form of spreads or commissions, which can impact your overall returns.

Account fees for maintaining your account on TIOmarkets can include inactivity fees, withdrawal fees, and deposit fees, so it's essential to understand these charges.

Other charges can include currency conversion fees and third-party payment processing fees, which can add up quickly if you're not aware of them.

Investors expect GPs to maintain the highest level of transparency in fund operations.

In-depth data, reporting, and visibility are no longer optional for GPs. Rising demand for data transparency has become a requirement.

Investors want to see detailed reports on daily fund operations, and GPs must deliver. Transparency is now a non-negotiable aspect of fund management.

Portfolio management can be a complex and time-consuming task, but with the right tools and strategies, it can be simplified. Our Global Investment Centre is designed to make it easy to research, buy, sell, and switch investments online.

You can explore our entire range of funds from HSBC and other leading fund managers, and use a handy research tool to compare up to 5 funds. This will help you make informed decisions about your investments.

It's also essential to have some money saved for emergencies, ideally 3-6 months of living expenses. This will ensure that you don't need to sell your investment to cover unexpected costs.

To manage multiple platforms efficiently, you'll need an integrated alternative investments management solution. This can automate the flow of information between systems, reducing operational complexity.

The complexity of daily fund operations requires a solution that can bring together next-gen fund management technologies and bank-grade security. FundCentre does just that, backed by the market expertise of the world's leading private equity and hedge fund technology provider.

Here are some key benefits of using FundCentre:

By using FundCentre and our Global Investment Centre, you can simplify your portfolio management and make informed decisions about your investments.

Our fund platform is a subsidiary of a leading financial institution, which has over 20 years of experience in the industry. It was established in 2005 to provide a convenient and secure way for investors to access a wide range of investment products.

The company's headquarters is located in a major financial hub, with a global presence in over 15 countries. Our team of experts has a combined experience of over 50 years in the financial sector.

Our fund platform is a registered member of a major industry association, which ensures that we adhere to the highest standards of governance and transparency. This membership also provides us with access to a network of experienced professionals and industry experts.

The company is committed to providing exceptional customer service, with a dedicated support team available 24/7 to assist with any queries or concerns.

TIOmarkets provides a wide range of services to cater to the needs of different traders.

The platform offers trading in forex, commodities, indices, and shares, making it a versatile option for traders. This variety allows traders to diversify their portfolios by investing in different asset classes.

TIOmarkets also offers educational resources to help traders improve their skills and knowledge. These resources include webinars, articles, and tutorials on various trading topics.

The platform provides advanced tools for portfolio management and market analysis, helping traders make informed decisions.

Streamlining fund reporting is a game-changer for LPs, allowing them to make smarter decisions with timely, secure access to business-critical information.

Intralinks makes it easy to share fund data quickly and securely, reducing operational costs and risk by leveraging the largest global provider of accounting products and services.

By providing secure access to fund data, you can differentiate your brand within the institutional community with customized portal branding, setting you apart from the competition.

Here are some key benefits of streamlined fund reporting:

In today's fundraising landscape, the market is more competitive than ever. Amid fierce competition for investor capital, GPs must stand apart from their peers.

LPs are being extra cautious with their allocations, carefully considering which funds to invest in. This means GPs need to be more strategic than ever in their fundraising efforts.

The saturated fundraising market is making it tough for GPs to secure the capital they need. It's a challenging environment, but one that requires GPs to be more innovative and creative in their approach.

Streamlining operations is key to running a smooth and efficient fund. This involves staying in sync with your fund managers through intuitive workflows and relationship management capabilities.

Staying organized is crucial for timely decision-making. You can do this by using intuitive workflows and relationship management capabilities to keep track of everything.

Intralinks makes it easy to share fund data quickly and securely. This helps you manage your front-to-back office with SS&C's leading fund administration services.

Here are some benefits of streamlining operations:

Our Global Investment Centre is an online fund platform designed for confident investors, where you can make your own decisions and explore a range of funds from HSBC and other leading fund managers.

To use our Global Investment Centre, you can follow a step-by-step guide to buying, selling and switching funds online.

Be sure to have some money saved for emergencies, ideally 3-6 months of living expenses, to avoid selling your investment to cover unexpected costs.

The value of investments can go up and down, so you may not get back what you invest. Eligibility criteria and fees apply, and you should aim to invest for at least 5 years.

You can also use a handy research tool to compare up to 5 funds and make informed decisions.

To deliver reports and other business-critical information to your investors, you can use InvestorVision, which streamlines the process and reduces the risk of unsecure manual processes.

Some key benefits of InvestorVision include: