ODD / DDQ
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
31 May 2023
Answering the right questions
GPs and LPs agree qualitative ESG reporting is a crucial competitive advantage but disagree on reporting requirements, says PwC
30 May 2023
Gottschalg Analytics powers up
Company aims to provide performance intelligence services via proprietary algorithms
25 May 2023
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
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
19 May 2023
Blackrock to launch LTAF
The FCA has granted Blackrock approval to launch fourth LTAF on the market
17 May 2023
Retail investors increasing PE allocations
Study finds net 11% of retail allocators in Europe have increased PE client exposure during the last year
15 May 2023
EQT opens up PE to individual investors
The launch of semi-liquid portfolio EQT Nexus makes PE funds available to individual investors
11 May 2023
Alpha Group launches fund finance arm
The division will be led by Adam Heaysman, who joins Alpha from Raiffeisen Bank
10 May 2023
Indos Financial appoints CEO
Abi Holland is promoted to CEO from head of client relationship management
5 May 2023
Intapp acquires Paragon Data Labs
The platform aims to accelerate compliance disclosure workflows
4 May 2023
Hamilton Lane tokenises evergreen senior credit fund
Feeder fund is available on Securitize platform via Polygon blockchain
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
27 April 2023
Goji appoints operations director
Clémence Chorlay joins from fintech platform Moonfare
27 April 2023
AiFlow secures seed round investment
AI platform aims to reduce the need for analysts in competitor market research
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
18 April 2023
Dasseti launches RFP platform
Dasseti Engage automates RFP and DDQ processes through natural language processing and AI
31 March 2023
Climate vs competition: A balancing act
In relatively new territory, GPs must juggle climate-based agreements with competition law risks
28 March 2023
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
27 March 2023
Securitize partners with Onramp Invest
Investors will have exposure to Hamilton Lane tokenised assets
23 March 2023
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
22 March 2023
GoldenSource launches investment book of record
The additional functionality was created in partnership with MAIA Technology
17 March 2023
CSSF updates SFDR FAQ
Luxembourg regulator adds three new questions to help clarify SFDR
16 March 2023
Profile: Fabio Ranghino, Ambienta
Fabio Ranghino, head of sustainability, shares his thoughts on how financial value can be aligned with impact investing
13 March 2023
ESLitiGation
As regulators gear up for ESG enforcement action, private litigation is revving its engines, ready to hit the streets
10 March 2023
Eurazeo partners with Moonfare
Eurazeo aims to use Moonfare’s digital platform to expand fund distribution to wealth managers across Europe
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
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
23 February 2023
PEARonline launches placement agent directory
Service provider aims to assist GPs with finding suitable placement agents for their funds
20 February 2023
FCA addresses sustainability regulations ‘alphabet soup’
Regulator requests feedback on sustainability-related governance to help reform industry obligations
17 February 2023
Katten launches ESG risk and investigations practice
India D Williams joins firm as practice co-chair with partner Johnjerica Hodge
15 February 2023
AMF calls for more stringent SFDR regulations
French financial watchdog proposes the introduction of minimal environmental requirements
15 February 2023
Juniper Square secures $133m
Partnership services provider aims to build upon its investor portal
31 January 2023
Astorg promotes ESG director to partner
Viviana Occhionorelli is responsible for Astorg’s ESG programme
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
27 January 2023
Citco partners with Fenergo
Citco to integrate Fenergo’s client lifecycle management platform
25 January 2023
Crestbridge appoints senior risk and compliance officer
Marie Morris joins from Butterfield Bank to assume the roles of director and money laundering compliance officer
24 January 2023
Diligend secures series A and rebrands
Financing round led by Nasdaq Ventures; Diligend becomes Dasseti
23 January 2023
Core opens for business
The company offers a range of fund administration services for GPs based in Guernsey
23 January 2023
Tackling tokenisation
As GP appetite for tokenisation increases, concerns around liquidity, security and regulation need demystifying
19 January 2023
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
18 January 2023
Crosslake acquires Intechnica
Acquisition sees Crosslake expand its European presence
17 January 2023
IDR launches next-generation fund subscription
The service aims to provide a smooth fund subscription service that easily connects GPs and LPs
16 January 2023
A question of intent
EFAMA responds to ESA’s consultation on greenwashing, distinguishing between misleading with intent and regulatory uncertainty
13 January 2023
Pinsent Masons acquires Morgan Green Advisory
Law firm expands its ESG services by joining forces with sustainability finance consultancy
11 January 2023
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?
11 January 2023
Socials savvy
A survey from Prosek Partners has revealed a strong GP social media presence will be key to successful fundraising
5 January 2023
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
3 January 2023
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
12 December 2022
Dealbreaker: ESG standards
To retain investors, a high standard for ESG-related disclosure is becoming crucial
7 December 2022
Goji partners with Apex
The partnership aims to streamline onboarding, KYC & AML and digital subscriptions
6 December 2022
Exclusion exemption
FCA clarifies which investors are exempt from Consumer Duty in latest quarterly consultation paper
24 November 2022
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
3 November 2022
Diversity becomes key metric in fundraising
LPs are increasingly factoring DEI into their capital allocations, says McKinsey
6 October 2022
Hamilton Lane to offer tokenization
Partnership with Securitize will digitally expand investor access to its funds via new tokenized feeder funds
6 October 2022
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.