Insights

A conversation with Hamish Wilton at Mackersy Property

Hamish Wilton at Mackersy Property

In this conversation, Co-CEO Mark Hurley sits down with Hamish Wilton CEO of Mackersy Property to explore the company's evolution, the strategic investment in Cardinal Logistics' advanced warehouse, and Mackersy's commitment to innovation and sustainability in real estate.

Mark Hurley - CEO of Caruso

Mark Hurley

CEO & Founder

Product

Just Released - Unit Transfers

Fund managers can transfer units between investors

Caruso helps fund managers to streamline registry operations. Fund managers can now transfer units between investors, automatically updating the registry and notifying both investors.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Academic

Who appoints fund administrators?

Who appoints fund administrators?

Fund administrators are appointed through collaborative decision-making involving fund managers, fund boards, and regulatory oversight. Selection criteria include operational expertise, technology capabilities, compliance track record, and cost-effectiveness.

Liam McEvoy - Marketing Executive

Liam McEvoy

Marketing Executive

Product

Just Released - Communication Preferences

Tailor communication preferences for your investors

Fund managers can now tailor the communication preferences for accounts to ensure the relevant stakeholders receive updates about their investments. We have also made it easier to designate a key account for an investing entity.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Product

Just Released - New Reporting Suite & Improved Document Distribution

Improved Document Distribution

Fund managers can now download rich data about their investors and investment schemes using a set of pre-built reports designed specifically for fund management operations. We have also made it easier for fund managers to seamlessly store and share documents with investors.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

Insights

A conversation with Jeff Dickie at Roger Dickie Forestry

Jeff Dickie at Roger Dickie Forestry

In this conversation, Co-CEO Mark Hurley sits down with Jeff Dickie, Managing Director at Roger Dickie, to delve into the strategic insights and operational excellence that drive the Awatea Fund and underscore Roger Dickie's leadership in forestry investments.

Mark Hurley - CEO of Caruso

Mark Hurley

CEO & Founder

Academic

What is the difference between a fund accountant and a fund administrator?

What is the difference between a fund accountant and a fund administrator?

Fund management involves numerous operational functions, with fund accounting and fund administration representing two distinct yet interconnected roles that are often confused. Understanding their differences is crucial for fund managers evaluating their operational structure and service provider requirements.

Liam McEvoy - Marketing Executive

Liam McEvoy

Marketing Executive

Product

Just Released - Improved Distribution Flow

Improved Distribution Flow

In this update, we have overhauled how fund managers distribute returns to their investors. The improved distribution flow automates distribution calculations and generates branded statements and bank payment files, helping fund managers reduce errors and save time.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

News

Caruso's Commitment to Security: Achieving ISO27001 Certification

Caruso ISO27001 Certification

Caruso announces ISO27001 certification, ensuring top-tier data security in fund management. This certification highlights our commitment to protecting client data and maintaining the highest security standards.

Oliver Shaw - CTO of Caruso

Oliver Shaw

CTO & Founder

Save time. Impress investors. Grow AUM.