Gemini nominated for Best DMA Offering at Fund Technology 2019 Awards

HAUPPAUGE, N.Y., Jan. 31, 2019 /PRNewswire/ -- The Gemini Companies (Gemini) announced today that it has been nominated for Best Dedicated Managed Account (DMA) structure at 2019 Fund Technology Awards. The awards recognize and reward providers serving asset managers and institutional traders that have demonstrated exceptional customer service and innovative product development over the past 12 months. They highlight the efforts of technology providers, broker dealers, data specialists, and exchanges in meeting the needs of the asset management community. This year, the awards focus on product innovations, as vendors look to asset managers to have the latest tools in their arsenal to help them compete in a rapidly evolving space.

David Young, Gemini President, Hedge/Alternative Funds Solutions, said, "We are pleased to be acknowledged for our innovative technology platform, which enables pensions, consultants, endowments, family offices, and Outsourced Chief Compliance Officers (OCIOs) to increase transparency, offer robust reporting, and lower overall investment costs (see illustrative on structural alpha below), which may translate to improved returns for their end investors."

Fund Evaluation Group (FEG) an independent, full service investment advisory firm, recently signed on to create an investment solution for their existing clients with Gemini's DMA platform. Anthony Festa, CFA, Managing Principal and Head of Portfolio Strategy for FEG, noted, "Gemini's innovative DMA platform aligns with our mission to offer entrepreneurial, forward-thinking solutions that help create value. Our sophisticated clients will benefit by having a solution that can preserve daily liquidity while allowing them to better understand and diversify their sources of risk. We are pleased to partner with an industry leader and offer a robust DMA platform."

Jacob Walthour, Managing Principal at Blueprint (also a Gemini client), added, "At Blueprint, we are committed to offering creative solutions and customizable investment experiences that meet the needs of both our fund manager partners and institutional investors. Gemini's innovative DMA structure allows us to capitalize on this commitment by providing cost savings and transparency to our clients, while allowing us to keep focus on sourcing and structuring investments."

Specific DMA benefits include: 

• Potential increase in investor returns through:
• Reduced operating expenses
• The ability to negotiate lower manager fees
• Lower investment minimums than required of a direct relationship
• Trade-level data for greater transparency/reporting
• Third-party guideline monitoring
• Greater control and governance over investments

To Learn More:

WATCH a recent panel conversation featuring Gemini DMA clients

EXPLORE Dedicated Managed Account Solutions

Since 1983, Gemini has been providing our partners an ever-expanding suite of services for their investment products, such as modern investor servicing tools, portfolio administration and accounting, comprehensive compliance programs, and guidance on regulations, auditing, and distribution. Gemini's consultative approach and culture of service helps managers and investors navigate and flourish in today's increasingly sophisticated and dynamic investment landscape. Gemini provides a single, integrated solution that supports the launching and servicing of mutual funds, hedge funds, ETFs, private equity funds, variable annuity trusts, and state-sponsored 529 plans. Gemini also offers customized structures designed to support the unique needs of pensions, endowments, and foundations. For more information, please visit www.thegeminicompanies.com.

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CONTACT: Jami Schlicher  |  P:  973) 850-7309  |  E:  [email protected]

SOURCE Gemini

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