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Lift-outs: continuity and confidence for you, your team and your investors

06 Nov 2023

The modern fund manager doesn’t have it easy.

Aside from the everyday pressures of investing, and on top of whatever market challenges may arise, managers must contend with a regulatory environment that continues to evolve, adapt to changing investor expectations, and ensure they are managing the threats and opportunities presented by new technologies and other innovations.

So what is the modern fund manager to do? Invest further in their in-house accounting, administration and compliance teams and the relevant technology to support these functions? Or cut ties and outsource, wholesale, to a specialist fund administrator? Perhaps there is a third option…

A lift-out.

Lift-outs, where an embedded operational team is ‘lifted out’ and transferred to a specialist provider, are growing in popularity but not always well understood.

In light of this, we asked strategic consulting firm Wagtails Private Markets to collaborate on a new digital whitepaper to demystify and bring the lift-out concept to life.

This unique paper lays out clearly the various moving parts of a lift-out and, using a detailed case study example, the best practices that can help managers move forward with confidence once they’ve made the decision to pursue the lift-out option.

VIEW the whitepaper

At IQ-EQ, we have been privileged to support a number of fund manager clients by lifting out a portion of their team to meet their operational requirements. Please don’t hesitate to contact us for more information.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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