Analysis
5 June 2023
State of substance
How are GPs giving their firms the necessary mass to operate in Luxembourg?
1 June 2023
What the AI?! Canoe Intelligence
Our new AI series kicks off by exploring the burning questions with Aman Soni, VP of data strategy at Canoe Intelligence
25 May 2023
Deep dive on Alpha’s fund finance solution
Following the recent announcement of Alpha Group’s new fund finance solution, we sit down with Sam Marsh, MD institutional, and Adam Heaysman, who is heading up the new offering, to find out more
22 May 2023
Comment: Does SFDR encourage greenwashing?
Pinsent Masons financial services partner Mark Shaw asks the awkward question
15 May 2023
In-house rules: legal versus compliance
As more lawyers move into in-house roles within private equity, they can take up the mantle of either legal or compliance – but how do these functions cross and diverge?
9 May 2023
In the name of science: how to set your emissions targets
Questions are arising about the various methodologies used to create net-zero targets
9 May 2023
Double standards?
We get to grips with what the International Valuations Standards Council has to offer the PE industry, and how it interacts with industry body IPEV
5 May 2023
Comment: Private markets boom sparks uptick in demand for asset servicing
Claudia Bertolino, head of private equity and private credit at Citco Fund Services, says managers are placing higher expectations on their third-party providers
4 May 2023
The challengers
Charting the rise of the new fund admin kids on the block, looking to break the mould
3 May 2023
Who watches the watchdogs?
Macfarlanes calls for new independent body to increase democratic accountability and expertise of the UK’s financial services regulator
3 May 2023
Jersey widens AML/CFT scope
Jersey private entities with a local administrator no longer exempt from regime
2 May 2023
Up close and personal
FCA and HM Treasury take a deep dive into the effectiveness of SMCR so far; we explore what’s included in the consultation papers and what might be up for reform
2 May 2023
Growing pains
The fund administration sector is in a state of flux as it journeys towards professionalisation. Key challenges around consolidation, integration, talent and tech all need to be addressed to find a level of sustainability
27 April 2023
Advice: Cash issue
Significant tax changes will affect how partners in the UK are taxed, including members of LLPs, warns CM Murray partner Corinne Staves
25 April 2023
No (private) client left behind
Fuel Venture Capital aims to make VC accessible to private clients with its new fund structure
24 April 2023
European Commission provides SFDR closure
The latest SFDR update elicits a sigh of relief from GPs as responses to ESAs’ questions are published
24 April 2023
Not on the guestlist
A connection to public entities could see the EU's new Foreign Subsidies Regulation crash the dealmaking party
20 April 2023
Is retailisation a misnomer?
Many hurdles remain around expanding private funds to the retail investor. We unpicked the main concerns raised by GPs and what the current definition of ‘retailisation’ actually means
17 April 2023
Critical about clouds
The UK's bill on operational resilience could empower GPs vis-à-vis cloud service providers, but concerns about regulatory fragmentation leave a bitter aftertaste
13 April 2023
Cutting edge through technology
Majority of LPs want their GPs to invest more in technology to cut costs
3 April 2023
ESMA publishes product governance guidelines
The requirements are akin to the FCA’s Consumer Duty but are not legally binding
31 March 2023
Climate vs competition: A balancing act
In relatively new territory, GPs must juggle climate-based agreements with competition law risks
30 March 2023
In defence of ESG disclosures
ESG disclosures correlate to better fund performance, study finds
27 March 2023
Low carb diet
How can GPs shed the weight of their greenhouse gas emissions within their own organisations
24 March 2023
Mean green litigation machine
ESG jurisprudence continues to develop as BNP Paribas first private player to be hit with lawsuit
21 March 2023
The real retail deal?
We speak to Michel Degosciu, managing director and co-founder of LPX AG, to understand the index he has created, which enables everyday individuals to invest in private markets
20 March 2023
Role call: head of talent
More importance is being placed on the role of chief talent officer and the value it can bring. What competitive edge does it provide?
15 March 2023
Less black and white
GP/LP relationships are becoming increasingly nuanced, with management fee rates more dependent on strategy, increased organisational expenses and a decline in no-cause removal clauses
14 March 2023
Onwards and upwards
We spoke to John Stake, managing director at Hamilton Lane, to discuss the latest findings and predictions in the firm’s 2023 Market Overview
13 March 2023
ESLitiGation
As regulators gear up for ESG enforcement action, private litigation is revving its engines, ready to hit the streets
9 March 2023
Column: In defence of SFDR
Dörte Höppner, chief sustainability officer at The Riverside Company, urges the industry to embrace rules designed to combat greenwashing and encourage ESG investment
8 March 2023
Embrace (private) equity
This International Women’s Day, the theme is ‘embrace equity’. We spoke to Jacqueline Taiwo, co-founder of Black Women in Asset Management, to understand her firm’s impact
7 March 2023
LPs recalibrating risk appetite
Adams Street Partners’ 2023 Global Investor Survey highlights increasing LP scrutiny and an increased demand for private credit opportunities
6 March 2023
PE playing catchup when streamlining operational processes
Intertrust’s new research highlights GPs’ desire to combat operational weaknesses amid changing LP demands
6 March 2023
Déja vu?
Collateralised fund obligations (CFOs) have been lauded as a vital route for insurance firms to play in the fund finance space - but their future, especially in Europe, is uncertain
6 March 2023
Intern-al culture
Adam Black, partner and head of ESG and sustainability at Coller Capital, details the importance of ESG interns in creating a good culture
3 March 2023
ELTIF: second time’s the charm
Possibility to set up master feeders and fund-of-funds structures could open up retail investment for small and mid-cap firms
2 March 2023
Comment: Climate-related risks and opportunities – what does PE need to know?
Simon Weaver, partner and co-lead, climate risk and strategy at KPMG in the UK, offers industry-specific guidance to private equity firms following the recommendations of the Taskforce on Climate-Related Financial Disclosures
27 February 2023
Housing in-house counsel
More and more GPs are adding legal counsel to their teams - but how are they faring with the integration process?
24 February 2023
Green regulation proliferation
The Green Technical Advisory group has outlined 10 ways to support international regulatory alignment
20 February 2023
FCA addresses sustainability regulations ‘alphabet soup’
Regulator requests feedback on sustainability-related governance to help reform industry obligations
20 February 2023
VC cap table complexity
For late-stage venture investors, creating and maintaining cap tables to ascertain a true understanding of what the fund ownership is, is a major challenge
17 February 2023
Key ESG partners with EDCI
Software provider launches API integration with benchmark initiative
15 February 2023
AIFMD II: Electric Boogaloo
Regulator expands the scope of delegation and adds new rules for loan-origination funds
15 February 2023
AMF calls for more stringent SFDR regulations
French financial watchdog proposes the introduction of minimal environmental requirements
13 February 2023
Taking stock: The quest for fair value
As high inflation and interest rates jostle the economy, the fundamentals of fair value in a volatile market need readjusting for accurate valuations
10 February 2023
UK - Same same but different
The UK's similarly named SDR is akin to the EU's SFDR, but it's best to contrast rather than compare
9 February 2023
Germany - Wait and see
The regulator’s focus on Article 8 funds and failure to address real concerns leaves the industry frozen
8 February 2023
France - Layers and labels
The regulator requires additional disclosures not required by other Member States
7 February 2023
Ireland - Our survey says…
The regulator has taken a pragmatic, survey-informed approach
6 February 2023
SFDRRRGGHHH!!!
European member states are interpreting and applying incoming esg disclosure rules differently, creating even more confusion and frustration for managers
3 February 2023
Sun, sea and… startups!
The Spanish Startup Act aims to boost growth in the startup ecosystem with enticing tax relief for GPs
2 February 2023
New risks, new insurance
PE is increasingly recognising the need for directors and officers insurance, while ESG is adding a new dimension to mismanagement claims
1 February 2023
Hamilton Lane tokenises another fund
The firm has partnered once again with Securitize to offer another tokenised fund
30 January 2023
The conversation: True outsourcing?
At a recent Breakfast Briefing event held in London, a panel of experts discussed the realities of co-sourcing, and asked if the approach really can allow CFOs to control their data
27 January 2023
Top of the chain
With the Consumer Duty expected to come into effect on 31 July 2023, the responsibility to comply will apply to the entire supply chain, including fund managers
26 January 2023
G for granularity
KEY ESG’s latest report suggests ESG reporting requires collection of more granular data
23 January 2023
Core opens for business
The company offers a range of fund administration services for GPs based in Guernsey