YWS FINANCIAL SERVICES
AIF / PMS
Review eligibility, strategy, fees, liquidity and risks before considering these services.
Ask about this service
About this area
Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS) have distinct structures and eligibility requirements. Their strategies, minimum commitments, fees, reporting and liquidity can differ substantially from retail mutual funds.
What to understand
- Identify the legal structure, manager, strategy and investor eligibility.
- Read the offering documents, fee schedule, lock-ins and withdrawal terms.
- Examine valuation practices, leverage, concentration and conflict disclosures.
Questions to ask
- Is the provider registered for the exact activity being offered?
- Can I afford the minimum commitment and limited liquidity?
- How are all management, performance and other fees calculated?