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Outsourcing

Multiple sides of the ESG definition

With ESG definitions varying, the meaning of ‘sustainable’ investing is still unclear

Gen II names COO and CCO

Nikolaos Perros joins as COO; Ishita Shah appointed chief commercial officer

Carry forfeiture following for-cause removal on the wane, says MJ Hudson

Swing towards a majority of funds now specifying a haircut rather than full forfeiture highlights the shifting balance of power between GPs and LPs, according to MJ Hudson's research.

Beyond data

Data has been on private equity's mind for a few years now; is it starting to yield the results it promised?

Aztec launches streamlined onboarding solution

Aztec Verify automates the due diligence process while ensuring regulatory compliance

Crestbridge appoints head of Southampton office

David Bridger joins from Aztec to oversee operations

Comment: The Mother of Invention

James Wood, investment funds partner at Hogan Lovells in Sydney, explores fund structuring innovations throughout the APAC region

Allvue partners with IQ-EQ

Partnership sees the integration of the both providers’ front- and back office offerings, with a focus on private debt funds

MJ Hudson partners with SLIB

The partnership aims to improve governance and transparency around risk exposures

Apex launches impact investing solution

The tool should enable investors and companies to demonstrate measurable positive impacts

ACA acquires Ethos ESG

The acquisition sees ACA expand its advisory business with tech-based analytics

Tenzing backs Altum

The deal for the fund administration business is the sixth from Tenzing’s £400m Fund II

Citco names Bertolino head of PE and PC

Bertolino is charged with boosting operational efficiencies and enacting the firm’s plans of digitising its client experience

In conversation: Power to the LP

Highlights from a recent roundtable event examining the growing influence of investors in private equity fund management

Canoe expands offering to GPs

Previously, the automation tool for document and data management was aimed at LPs

Vistra acquires MAS France

The acquisition sees Vistra enter the French market

Profile: Kerrie Chung, Welkin Capital Management

The finance director discusses the firm’s setup when she joined, differences between fund administration for Cayman funds and local RMB funds, as well as Welkin’s tech stack

SS&C combines fund administration and servicing business

Bhagesh Malde will lead the newly combined business, which will continue to operate as SS&C GlobeOp

Apex makes two acquisitions in New Zealand

The fund administrator has bought IIS and InvestNow

Apex acquires Prometa

Prometa provides fund services to clients in Canada, the US and Bermuda

Allvue names Streetman as CEO

Appointment follows departure of Mark Heimbouch earlier this year, after one year in the role

IQ-EQ acquires JGM

US-based JGM provides middle and back office services to private equity and real estate firms

Universal Investment secures investment from CPP

Existing investor Montagu has partnered with CPP to support the fund administrator’s expansion

Edda secures $5.8m

The fresh capital will be deployed to hire talent and build out the product offering

Broadridge’s PE platform open for US funds

Private Market Hub is powered by distributed ledger technology

Apex partners with Iveniam

Partnership sees Apex expand its offering to include valuation-as-a-service

DC Advisory launches GP secondaries offering

The firm has appointed Michael Wieczorek as managing director

Ark launches fund ops platform

The cloud-based tool aims to automate fund operations and investor reporting while plugging into off-the-shelf general ledger solutions

Hazeltree opens fintech engineering centre in Bournemouth

The centre will be staffed by software developers, product managers and owners, DevOps and client services tasked with designing, building, and onboarding new clients

Apex appoints India country head

Akshay Thakurdesai joins the firm from BNP Paribas where he was head of securities services India

Daring to be different

Having enjoyed several years of stellar growth, have Asian fund managers done enough to ensure their firms are operating in a robust enough manner to weather the gathering global macroeconomic storm?

Apex acquires Mainspring

The acquisition sees all 70 Mainspring employees across two UK offices and £9.7bn in AUA move to Apex

Comment: The world has changed - how are lenders and markets reacting?

With great challenge comes great opportunity, writes Mohith Sondhi, senior director – debt finance at OakNorth Bank

Legal lowdown: Michael Halford, Goodwin

The partner, co-chair of global private investment funds discusses recent client challenges, thoughts on the FCA’s new AR rules and what he makes of PE’s reputation

TDA 2022: CFO of the Year: Rebecca Noyes, Alderwood

We explore the Noyes' rapid development, including her focus and impact which the judges described as beyond that of a traditional CFO

TDA 2022: COO of the Year: Steven Whitaker, Equistone

We explore the operational improvements Whitaker made that enhanced the overall capabilities of the firm

TDA 2022 Rising Star: Emad Shahin, 17Capital

We explore what set Shahin above his peers for this category

Mercatus launches mass data onboarding feature

The Bulk Data Management tool aims to increase data transparency and quality by structuring the data validation process

Novata partners with Frazier & Deeter

The partnership aims to support identification of ESG metrics and disclosure requirements

TDA 2022 Legal & Compliance Professional of the Year: Martin Sjölund, Summa Equity

Sjölund details the improvements he made within Summa's legal function, which led to cost savings and a decrease in the risk of errors

Code & Co partners with int3

The partnership will see due diligence provider Code & Co expand its offering to include cyber security

TDA 2022 IT Provider: Managed Service provider winner: RFA

George Ralph, global managing director and CRO at RFA explains how actively understanding the industry rather than reacting to client issues sets it apart from its peers

Private funds failing to provide climate data

Hymans Robertson says private market managers’ TCFD reporting standards are inadequate

Hazeltree secures $14m investment

The funding round was led by FINTOP capital, whose co-founder and managing partner Rick Kushel will sit on Hazeltree’s board, joined by Hamilton Lane.

TDA 2022 IT Provider: Cyber Security winner: Drawbridge

Drawbridge's founder and CEO Jason Elmer explains why the platform's private equity module was a game changer and considered extremely valuable

Valutico launches VC valuation solution

The company hopes to increase the accuracy of start-up valuations

TDA 2022 Legal: Fund Formation winner: Travers Smith

Sam Kay, funds partner at Travers Smith describes what's enabled the firm to have such a deep understanding of the market

Freeths creates private funds practice in London

George Metcalfe has joined from Simmons & Simmons as a partner to head up Freeths’ private funds practice in London

Novata launches SFDR reporting solution

The tool should allow portfolio companies to produce tailored SFDR reports

Gen II launches digital fund subscription solution

The new digital offering intends to automate and streamline fund subscriptions

Maples launches ESG fund services solutions

They aim to support fund managers and institutional investors with ESG and impact investing credentials

TDA 2022 Technology: Regulatory & Compliance winner: Ontra

Bridget Deiters, managing director at Ontra talks us through the firm's impressive growth and product launches throughout 2021

PE firms under pressure to outsource

There has been a significant increase in enquiries from PE firms looking to outsource since last year, Ocorian reports

Apex names Zamal as compliance executive

Aneeqa Zamal joins the firm from the FCA where she was an associate

Apex Group expands Global Compliance Solutions to Singapore

It aims to address local clients’ risks and concerns around ESG, sustainability, AML, digital assets and fintech

TDA 2022 Advisory/Consultancy: Operations & Technology winner: Holland Mountain

The team describes how the consultancy seeks to build genuine partnerships with clients to support ongoing success

TDA 2022 Advisory/Consultancy: Legal, Compliance & Regulatory winner: ACA Group

Adam Palmer, partner, UK regulatory advisory at ACA Group discusses how the firm's seven new initiatives contributed to winning this award

Data analytics should be top priority for service providers

EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements

TDA 2022 Advisory/Consultancy: Tax winner: Macfarlanes

Macfarlanes' team explains how their cross-departmental collaboration sets them apart from their peers

JTC launches Irish fund administration services

The launch comes after the fund administrator received regulatory approval from the Central Bank of Ireland