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Robeco-Sage replaces K-1 reporting with 1099s


Robeco-Sage is offering investors simplified tax reporting by eliminating K-1 reporting in favour of Form 1099 reporting.

It has converted its SEC registered Multi-Strategy Fund tax reporting to a Form 1099 effective 1 December 2010. 

With this change, Robeco-Sage becomes one of only a few fund of hedge funds managers to make 1099 reporting available to its investors.
“The K-1 tax reporting process can be a deterrent to some investors, not only because it is perceived by some as complex, but also because K-1’s are often not made available until much later in the year than Form 1099’s, often requiring investors to file tax extensions. Simplified, more timely tax reporting is something both our high net worth clients as well as our taxable corporate clients have requested from us. Our mission is not only to provide excellent risk adjusted returns, but also to continually listen to our clients and provide structural solutions that meet their needs,” says Jill Schurtz, chief executive of Robeco-Sage.
Robeco-Sage Multi-Strategy Fund is a SEC registered multi-strategy fund of hedge funds that was launched in 2005 with a goal of achieving long-term capital appreciation with reduced risk and volatility.

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