AIFM Services
Unlock access to European LPs, with faster compliance and less regulatory risk thanks to our AIF Management Services
$100bn
270+
2
Alternative Investment Funds and AIFM Oversight
Alternative investment funds (AIFs) are collective investment structures used by alternative investment managers to pursue a range of investment strategies, including private equity, venture capital, private credit, and real assets. Under the AIFMD regulatory framework, each AIF must appoint an alternative investment fund manager (AIFM) responsible for portfolio oversight, risk management, and regulatory compliance.
Streamlining AIFMD Compliance
The Alternative Investment Fund Manager Directive (AIFMD) requires EU domiciled AIFs, as well as certain non EU alternative investment funds marketed in the EU, to appoint an authorised AIFM.
Operating under a third party AIFM model allows managers to meet these obligations without establishing an in-house AIFM. This approach can reduce time to market while maintaining the regulatory substance required under the AIFMD.
Unlock access to European investors with AIFM Services
Europe is expected to remain a key growth market for alternative assets. For non-European fund managers, a European-domiciled and EU compliant fund structure provides a recognised route to accessing investors within the European Economic Area.
Our AIFM services support managers from pre-launch through ongoing marketing and distribution, helping you reach EU professional investors efficiently.
How our AIFM Services operate
Our AIFM specialist teams perform their work across three key areas of attention:
Portfolio Management
We offer delegated or retained portfolio management services to EU and non-EU regulated managers or investment advisors.
- Deal tracking and investment analysis
- Pre-trade controls of investment proposals
- Due diligence of specific products and funds
- Review of asset management structures within investment guidelines
- Placement of orders and administration of trade and compliance systems
Risk Management
We ensure your compliance with regulations such as SFDR and fund delegate requirements, minimizing risks and enhancing investor trust.
- Fund and investor risk identification
- Measurement of risk
- Risk limit proposals and control
- Set-up of risk management tools
- Investment policy control
- Breach detection and escalation process
Marketing and Distribution
We’ll help you expand your reach to EU investors, while ensuring materials comply with set guidelines.
- Notification of new distribution country
- Legal fund document updates
- Host country reporting
- Regulator register review
Our AIFM Services content
Pre-marketing – a compelling solution to EU capital raising
ELTIF 2.0 Key considerations and addressing challenges
