Trends & Ideas - The Beneficient Company Group

Title of article appears over a black and green background featuring a digitized lock suggesting a cybersecurity concept

Top Cybersecurity Concerns in Financial Services

TRENDS & IDEAS

Check out the top cybersecurity concerns in financial services, how cyber threats impact the industry, and how financial firms can improve cybersecurity readiness, responsiveness, and resiliency.

How Can Wealth Managers Improve Client Satisfaction?

THE BEN LIQUIDITY REPORT™
With these three data-driven insights, your wealth management firm or family office can better serve your existing clients and even attract new ones.

Survey Reveals Four Types of Alternative Asset Investors

THE BEN LIQUIDITY REPORT™
Get to know the motivations, demographics, and behaviors of the four alternative asset investor profiles found in our 2021 nationwide survey.

Surprising Reasons Why Alternatives Investors Seek Liquidity

THE BEN LIQUIDITY REPORT™
Say goodbye to conventional wisdom. Our survey reveals the surprising reasons why alternatives investors seek early liquidity from their assets.

Alternative Asset Investors, Their Wealth Behaviors and Attitudes

THE BEN LIQUIDITY REPORT™
Investors who hold between $5 million and $30 million in alternative assets – mid-to-high net worth (MHNW) investors – are a unique segment that, surprisingly, can be underserved by large investing firms. Often, they are viewed as having too many assets to fit most financial firms’ cookie-cutter solutions, but too few assets for the special products that ultra-high net worth individuals and large institutional investors may qualify for.

Deep Blue Ocean Wave Represents the Concept of Market Trends

Four Trends That Will Impact Family Office Wealth Management in 2022

FAMILY OFFICES
Wealth managers of family offices need to stay ahead of these four trends to better serve the goals, interests, and aspirations of their clients in the coming year.

The Most Important Quality to Look for in a Liquidity Provider

GENERAL PARTNERS
Locating the right liquidity provider means conducting a detailed analysis of several firms and what they have to offer, from pricing to the quality of their bids to the integrity of their IT systems. The following seeks to provide financial services professionals with a framework for evaluating and selecting the best liquidity provider for their needs.

Geometric Stones of the Giants Causeway Represents Fund Restructuring Concept

When LPs Want Out: A Fund Restructuring Use Case

GENERAL PARTNERS
A nervous Limited Partner (LP) can throw a wrench into a General Partner’s (GP) best-laid plans for launching a new fund or restructuring an existing one. When the hypothetical firm featured in this fund restructuring use case scenario, Venture Capital GP A, faces a challenge with liquidity, it decides to work with a provider to develop secondary liquidity solutions that satisfy the needs of both their LPs and the GP.

Fund Exit Strategy Planning for General Partners

GENERAL PARTNERS
The reasons why a General Partner (GP) may want to exit a fund can vary wildly, from limiting the losses from a non-performing investment, to optimizing investor relationships or seeking an edge for fundraising efforts.

A Quick Guide to Asset Liquidity for General Partners

GENERAL PARTNERS
Liquidity: it is an important element for every manager of alternative assets funds, but it can often be the most challenging type of service to provide. Alternative funds, like private equity, private debt, private real estate and fund-of-funds, are usually structured as illiquid investments.