17 Jun 2010
Merchant Capital has announced the launch of its UCITS Strategy Assessment/Feasibility Evaluation (UCITS-SAFE) service, whereby managers with funds with established track records can ascertain whether their strategies will translate efficiently into a UCITS structure.
Merchant Capital is supported by Carne Global Financial Services and Kinetic Partners in the execution of the system. Merchant Capital and Carne Global undertake the role of assessing a fund’s invested underlying instruments, exposure and positioning, while Kinetic Partners carries out the appropriate Value-at-Risk analysis.
Merchant Capital is supported by Carne Global Financial Services and Kinetic Partners in the execution of the system. Merchant Capital and Carne Global undertake the role of assessing a fund’s invested underlying instruments, exposure and positioning, while Kinetic Partners carries out the appropriate Value-at-Risk analysis.
George Cadbury, Director of Funds at Merchant Capital, announced the launch of UCITS-SAFE, saying: "With many alternative investment managers from around the world now exploring the UCITS market, assessing at an early stage whether their funds’ strategies fit comfortably within the UCITS rules is the most important initial step for them. Often managers are given conflicting advice with regards to their strategy’s compatibility. With UCITS-SAFE, we offer an unambiguous, thorough and cost-effective process by which managers can decide on the viability of moving into UCITS.”

