Resources for Investment Managers
This curated list of resources provides valuable insights, best practices, and industry trends for various types of investment managers.
For Emerging Hedge Funds
| Resource | Summary | URL |
| Emerging Fund Managers Resource Guide by CohnReznick | A comprehensive collection of insights covering the entire lifecycle of a fund, from planning and structuring to launching and managing for long-term success. | https://www.cohnreznick.com/insights/emerging-fund-managers-resource-guide |
| A Roadmap for Emerging Hedge Fund Managers by Grassi Advisors | This guide provides a clear roadmap for launching a new hedge fund, covering critical steps like business planning, fund structure, and capital raising strategies. | https://www.grassiadvisors.com/blog/a-roadmap-for-emerging-hedge-fund-managers/ |
| Ultimate Guide to Hedge Fund Investor Reporting by Charter Group | An in-depth guide to meeting evolving regulatory demands, improving data accuracy, and streamlining communication with investors to build trust and transparency. | https://chartergroupadmin.com/index.php/2025/02/24/ultimate-guide-to-hedge-fund-investor-reporting/ |
| Proskauer’s Hedge Start | A series of bite-sized summaries covering fundamental legal, regulatory, and tax issues that new hedge fund managers should consider when launching a fund. | https://www.proskauer.com/report/proskauers-hedge-start |
| Top Hedge Fund Industry Trends for 2025 by CAIA | An analysis of key industry trends for 2025, including the impact of market volatility, the evolution of blockchain and crypto, and the divergence of ESG investing. | https://caia.org/blog/2025/01/23/top-hedge-fund-industry-trends-2025 |
For Small Prop Firms
| Resource | Summary | URL |
| Proprietary Trading Desk Setup Guide by QuantInsti | A comprehensive guide to setting up a proprietary trading desk, covering everything from capital requirements and regulatory hurdles to risk management frameworks. | https://www.quantinsti.com/articles/proprietary-trading-desk/ |
| Top risk management tips for prop trading success by OANDA | This article outlines essential risk management strategies for proprietary traders, including setting daily drawdown limits and adhering to strict position sizing. | https://proptrader.oanda.com/en/lab-education/prop-trading/prop-trading-risk-management-trading-strategies-success/ |
| The Ultimate Risk Management Plan for Prop Firm Traders by ACY | A complete risk management plan for prop firm traders, detailing risk-per-trade strategies and daily loss limits to protect capital and ensure longevity. | https://acy.com/en/market-news/education/market-education-ultimate-risk-management-prop-firm-traders-2025-j-o-20250801-123921/ |
Boutique Investment Managers
| Resource | Summary | URL |
| Building the Backbone: The Role of Operations in Boutique Managers | An exploration of how a robust operational infrastructure is as critical to the success of a boutique investment firm as the performance of its portfolio managers. | https://hedgenordic.com/2025/12/building-the-backbone-the-role-of-operations-in-boutique-managers/ |
| How Small Investment Firms Gain an Edge by Empaxis | This article discusses the unique advantages that smaller investment firms can leverage to compete with larger players, even in the face of market volatility and rising costs. | https://www.empaxis.com/blog/how-smaller-investment-firms-gain-edge-competitors |
| 3 Problems Facing Boutique Asset Management Firms & How to Solve for Them | This article identifies three key challenges that boutique asset management firms commonly face and offers practical solutions to improve profitability, foster growth, and ensure long-term survival. | https://flyerft.com/insights/blog/3-problems-facing-boutique-asset-management-firms-how-to-solve-for-them/ |
Fund Administrators
| Resource | Summary | URL |
| Fund Administration: A Comprehensive Guide by CSC Global | A practical guide that covers the fundamentals of fund administration, including core services, compliance considerations, and a framework for evaluating service providers. | https://www.cscglobal.com/service/funds/fund-administration/guide-to-fund-administration/ |
| Fund administration buyer’s guide by RSM US | This guide helps fund managers assess their current fund administration operating model and determine whether it needs to be updated or changed to meet new demands. | https://rsmus.com/insights/services/financial-management/fund-services-buyer-guide.html |
| Top Trends in Fund Administration 2025 by Alter Domus | An exploration of the top trends in fund administration for 2025, from the impact of automation and technology to the growing importance of ESG compliance. | https://alterdomus.com/insight/fund-administration-trends/ |
Real Estate Private Equity Funds
| Resource | Summary | URL |
| Creating a Private Equity Fund: A Guide for Real Estate Professionals | A valuable roadmap for first-time fund sponsors, investors, or anyone seeking to better understand the intricacies of real estate private equity funds, from formation to operation. | https://www.naiop.org/research-and-publications/research-reports/reports/creating-a-private-equity-fund-a-guide-for-real-estate-professionals/ |
| Real Estate Private Equity Fund Structures & Taxes Guide by EisnerAmper | A comprehensive guide on the various structures and tax considerations for real estate private equity funds, offering insights into fund formation, tax benefits, and common pitfalls to avoid. | https://www.eisneramper.com/pillar-pages/real-estate-private-equity-fund-structures-taxes-guide-0724/ |
| 8 Keys to Effective Real Estate Fund Administration by JMCO | This article outlines eight essential strategies to streamline real estate fund administration, improve reporting accuracy, and gain a sustainable competitive edge in the market. | https://www.jmco.com/articles/real-estate/real-estate-fund-administration/ |
| Best Practices for New Real Estate Fund Managers by EisnerAmper | This article covers best practices for new real estate fund managers, emphasizing the importance of effective communication, early planning, and proactive management of audit requirements to ensure a successful fund launch. | https://www.eisneramper.com/insights/blogs/real-estate-blog/real-estate-fund-manager-re-blog-1119/ |
Disclaimer
Blackridge Intelligence provides consulting and advisory services related to financial reporting infrastructure, data analytics, and operational process automation. The Company does not provide investment advice, financial advisory services, portfolio management, fund administration, accounting services, tax services, legal services, or regulatory compliance consulting. Blackridge Intelligence does not act as an investment adviser, broker-dealer, registered investment adviser, or fiduciary. All services provided are operational and informational in nature and are intended solely to support internal reporting and analytics processes. Clients remain solely responsible for investment decisions, regulatory compliance, financial reporting accuracy, and investor communications.
Supporting Washington, DC Communities Through Local Sponsorship
Blackridge Intelligence is a proud sponsor of community events throughout Washington, DC and the surrounding metro area. We believe in giving back to the communities we serve, including Washington, DC, Montgomery County, Prince George’s County, and Arlington County.
Our DC Metro Community Commitment
From Capitol Hill neighborhood festivals to DC metro charity fundraisers, we actively support events that bring our region’s families and professionals together. Our sponsorships help fund local school programs, community celebrations, and neighborhood improvement initiatives that make our region stronger.
Discover Local Events
Looking for community activities in the DC metro area? Visit: Washington, DC Events for comprehensive listings of sponsored community gatherings, festivals, and activities throughout the district and surrounding areas.
When you choose Blackridge Intelligence, you’re supporting a business that reinvests in DC metro communities. Contact us today at: (301) 822-9950 or visit: https://Blackridgeintelligenceus.com/ to learn more about our expert services.
Blackridge Intelligence | About Us | Resources | Solutions | Blog | Contact Us
Blackridge Intelligence – Institutional-grade hedge fund reporting services and investor reporting automation for emerging investment managers globally.