7 benefits of a mobile fund manager

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7 BENEFITS OF A MOBILE FUND MANAGER The information provided in this e-book is strictly for the convenience of our customers and is for general informational purposes only. Publication by Liquid Holdings Group does not constitute an endorsement, nor does it warrant the accuracy or completeness of any information, text, graphics, links or other items contained within this e-book. Liquid Holdings Group does not guarantee you will achieve any specific results if you follow any advice in the e-book. Why today’s fund manager is going mobile

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7 BENEFITS OF A MOBILE FUND MANAGER

The information provided in this e-book is strictly for the convenience of our customers and is for general informational purposes only.Publication by Liquid Holdings Group does not constitute an endorsement, nor does it warrant the accuracy or completeness ofany information, text, graphics, links or other items contained within this e-book. Liquid Holdings Group does not guarantee you will achieve any specific results if you follow any advice in the e-book.

Why today’s fund manager is going mobile

The digital revolution is quietly transformingwhat today’s fund manager looks like. Thedays of being tied down to your desk to trackinvestments and research and handleinvestor inquiries are disappearing. They arebeing replaced by a mobile, connected,empowered fund manager that can carry themost important aspects of their business inthe palm of their hands.

Through mobile devices, you can be moreconnected — to your investment team,counterparties, and potential and existinginvestors. Dynamic hedge funds areleveraging this connectivity to create a morenimble, pro-active and ultra-effectivebusiness. But, how are these fund managersbenefiting from a true mobile experience?

Here’s how a mobile-manager can be smarter than their deskbound competition.

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We received a call from a managed account client, who had their money invested across several funds. He asked why we were up .1x, while the other fund manager was

down .3x. Rather than spending the manpower and time building a response using off-the-bar/archaic spreadsheets, I swiped my iPad and responded in a matter of

seconds. Their response was "If we send you a couple million now, can you get it to work by 4 o'clock?" The point is, having the ability to answer investors questions when it matters. We find it liberating to have the tools to actively manage our investments,

wherever we are, with profound data to back up and support allocation decisions. And my clients have the same luxury.

Founder & Partner, Event-Driven Fund

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TABLE OF CONTENTS

1. Raise more assets

2. Stay connected… Everywhere

3. Outclass your peers

4. Simplify your ‘on-the-go’ investing process

5. Personalize transparency

6. Institutionalize

7. Focus on the Greeks– especially Alpha

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#1 Raise more assetsLet’s start with the most important advantage of a mobile hedge fund manager: the

ability to dedicate more time to raising assets and less time on admin functions.

Winning allocations from institutional investors comes down to having access to the

information that matters most to your potential investors. That’s where a Hedge Fund

Operating System comes into play—having the fund’s historical and real-time information

readily available demonstrates you have the controls in place to manage larger, more

complex allocations.

This efficiency frees you to spend more time proactively discussing the information that

matters—methodology, performance, and track record.

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#2 Stay connected… EverywhereA mobile fund manager is able to access all the important and relevant information you

may need for a meeting, right in the moment. If you are looking for yearly returns or a

refresher on your most recent transactions, a hedge fund operating system will give you

access– whether on-site or at a golf course.

And if questions posed by your investor(s) change in route to your destination, you’re

covered– you never have to worry about having the right print out in advance again.

It’s like having your investment team always with you, ready to brief you on all the

information you need to know.

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Evolution of Hedge Fund Technology

Manual. Disparate. Missing Key Capabilities. Multiple Points of Failure. Non-Real-Time. Stationary.

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Evolution of Hedge Fund Technology

Agile. Powerful. Real-Time. Complete.

OPERATING SYSTEMHEDGE FUND

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#3 Outclass your peersIn a recent study, over 87 of 100 hedge fund managers indicated they were using the

cloud in some shape or form today1. With the right cloud-capabilities, fund managers

would have a competitive edge over their peers due to the speed at which they could

actively track investments while responding to investor needs, all from any mobile device.

By placing the fund’s profile at your fingertips, including performance, NAV-light and risk

statistics, an operating system can help you quickly respond to investor inquiries, provide

these same clients with an investor-portal for immediate access to more detailed

information about their investments, and allow you to present an actionable pitch book

from an iPad, backed by profound data.

1 Examining Cloud Usage within the Investment Management Industry; Eze Castle Integration 2013 9

To continue reading, visit http://liquidholdings.com/document-library/7-benefits-of-a-mobile-fund-manager

1 Examining Cloud Usage within the Investment Management Industry; Eze Castle Integration 2013 10

© Liquid Holdings Group, Inc. 2014

1 As of the end of Q2 20142 Third Party Development Staff3 As of August 18, 2014

Learn MoreHEDGE FUND SOLUTIONS THAT SIMPLIFY SUCCESS FOR TODAY’S FUND MANAGERIf you want to grow and institutionalize your fund, you need an easy-to-use Hedge Fund

Operating System. Liquid Holdings Group frees you from the unnecessary complications of

disparate systems to give your hedge fund a better way of staying competitive — the modern

front-office tools and workflows you need to hit the next high-water mark, backed by co-sourced

middle-office services so you can concentrate on investing.

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