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ODD / DDQ

State of substance

How are GPs giving their firms the necessary mass to operate in Luxembourg?

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

Answering the right questions

GPs and LPs agree qualitative ESG reporting is a crucial competitive advantage but disagree on reporting requirements, says PwC

Gottschalg Analytics powers up

Company aims to provide performance intelligence services via proprietary algorithms

Bridges promotes seven

Asa David and Nazli Kayalp have been promoted to fund director and fund manager, respectively, and Iveta Grazule is promoted to legal associate

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

Comment: Does SFDR encourage greenwashing?

Pinsent Masons financial services partner Mark Shaw asks the awkward question

Blackrock to launch LTAF

The FCA has granted Blackrock approval to launch fourth LTAF on the market

Retail investors increasing PE allocations

Study finds net 11% of retail allocators in Europe have increased PE client exposure during the last year

EQT opens up PE to individual investors

The launch of semi-liquid portfolio EQT Nexus makes PE funds available to individual investors

Alpha Group launches fund finance arm

The division will be led by Adam Heaysman, who joins Alpha from Raiffeisen Bank

Indos Financial appoints CEO

Abi Holland is promoted to CEO from head of client relationship management

Intapp acquires Paragon Data Labs

The platform aims to accelerate compliance disclosure workflows

Hamilton Lane tokenises evergreen senior credit fund

Feeder fund is available on Securitize platform via Polygon blockchain

Jersey widens AML/CFT scope

Jersey private entities with a local administrator no longer exempt from regime

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

Goji appoints operations director

Clémence Chorlay joins from fintech platform Moonfare

AiFlow secures seed round investment

AI platform aims to reduce the need for analysts in competitor market research

Fenergo hires three

Conor Clinch joins the firm as CFO

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

Dasseti launches RFP platform

Dasseti Engage automates RFP and DDQ processes through natural language processing and AI

Climate vs competition: A balancing act

In relatively new territory, GPs must juggle climate-based agreements with competition law risks

IDR appoints three

Management team now includes Karen Bee as senior delivery manager for operations, Jason Green as CTO, and Dan Loughney as finance director

Securitize partners with Onramp Invest

Investors will have exposure to Hamilton Lane tokenised assets

Invest Europe releases first ESG KPI report

The report is part of a wider initiative to keep track of and analyse ESG trends within the industry

GoldenSource launches investment book of record

The additional functionality was created in partnership with MAIA Technology

CSSF updates SFDR FAQ

Luxembourg regulator adds three new questions to help clarify SFDR

Profile: Fabio Ranghino, Ambienta

Fabio Ranghino, head of sustainability, shares his thoughts on how financial value can be aligned with impact investing

ESLitiGation

As regulators gear up for ESG enforcement action, private litigation is revving its engines, ready to hit the streets

Eurazeo partners with Moonfare

Eurazeo aims to use Moonfare’s digital platform to expand fund distribution to wealth managers across Europe

LPs recalibrating risk appetite

Adams Street Partners’ 2023 Global Investor Survey highlights increasing LP scrutiny and an increased demand for private credit opportunities

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

PEARonline launches placement agent directory

Service provider aims to assist GPs with finding suitable placement agents for their funds

FCA addresses sustainability regulations ‘alphabet soup’

Regulator requests feedback on sustainability-related governance to help reform industry obligations

Katten launches ESG risk and investigations practice

India D Williams joins firm as practice co-chair with partner Johnjerica Hodge

AMF calls for more stringent SFDR regulations

French financial watchdog proposes the introduction of minimal environmental requirements

Juniper Square secures $133m

Partnership services provider aims to build upon its investor portal

Astorg promotes ESG director to partner

Viviana Occhionorelli is responsible for Astorg’s ESG programme

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

Citco partners with Fenergo

Citco to integrate Fenergo’s client lifecycle management platform

Crestbridge appoints senior risk and compliance officer

Marie Morris joins from Butterfield Bank to assume the roles of director and money laundering compliance officer

Diligend secures series A and rebrands

Financing round led by Nasdaq Ventures; Diligend becomes Dasseti

Core opens for business

The company offers a range of fund administration services for GPs based in Guernsey

Tackling tokenisation

As GP appetite for tokenisation increases, concerns around liquidity, security and regulation need demystifying

Venn enhances portfolio analytics platform

The platform’s interpolation functionality uses a public market proxy to deliver an approximated daily return stream for the private market

Crosslake acquires Intechnica

Acquisition sees Crosslake expand its European presence

IDR launches next-generation fund subscription

The service aims to provide a smooth fund subscription service that easily connects GPs and LPs

A question of intent

EFAMA responds to ESA’s consultation on greenwashing, distinguishing between misleading with intent and regulatory uncertainty

Pinsent Masons acquires Morgan Green Advisory

Law firm expands its ESG services by joining forces with sustainability finance consultancy

Capital-raising punishment: Laborious letters

An increasingly complex regulatory environment and investor sophistication have resulted in longer side letters. With the rock to be pushed up the hill of compliance getting larger, how can GPs ensure it stays at the top?

Socials savvy

A survey from Prosek Partners has revealed a strong GP social media presence will be key to successful fundraising

Column: Smooth operator

In a challenging fundraising environment, operational leaders must ensure the machine room is running smoothly, writes Dörte Höppner, chief sustainability officer at The Riverside Company

5 minutes with… David Genn, CEO of Goji

We spoke to the CEO of Goji to find out how they are using digitisation to open up investor access to private equity funds

Dealbreaker: ESG standards

To retain investors, a high standard for ESG-related disclosure is becoming crucial

Goji partners with Apex

The partnership aims to streamline onboarding, KYC & AML and digital subscriptions

Exclusion exemption

FCA clarifies which investors are exempt from Consumer Duty in latest quarterly consultation paper

In conversation: Stake house

Highlights from a recent roundtable discussing the evolution of GP stake sales and what value they can bring to private equity firms

Diversity becomes key metric in fundraising

LPs are increasingly factoring DEI into their capital allocations, says McKinsey

Hamilton Lane to offer tokenization

Partnership with Securitize will digitally expand investor access to its funds via new tokenized feeder funds

Inside Verdane’s ESG-linked sub line

Verdane's sustainability lead, Axel Elmqvist, and head of debt, Andreas Daae, discuss the intricacies of setting up the firm's first ESG-linked subscription line.