Managers following a digital assets strategy should use the DDQs linked below, which are the basic open end setup and the basic closed end setup, each featuring the digital assets questions as part of a short form open or closed end fund module.

Open-End Funds

Closed-End Funds

More Options

There are other setup options available for liquid alternatives, managed accounts and mixed client account types, all of which are accessible via the DDQ Decision Tree.

Other Strategies and Platform Managers

Managers pursuing other strategies and platform managers can access relevant materials using the links below.