Reporting & Transparency
29 November 2023
Kroll launches risk assessment tool
Offering includes portfolio monitoring and diligence, streamlined data collection and benchmarking
28 November 2023
Carbon Accounting Alliance launches
Group of 35 organisations represents emissions of 24,000 companies
27 November 2023
Profile: Martim Avillez, Limerston Capital
The COO and founding partner discusses setting up the firm’s operations, combining them with his investment duties and navigating difficult times
24 November 2023
JTC acquires Blackheath
Fund administrator expands its ManCo services for UK-based funds
23 November 2023
Lunate and BNY Mellon invest in Alpheya
Company to develop wealth management platform for wealth and asset managers
22 November 2023
SimCorp launches investment analytics platform
Offering to be rolled out over multiple launches; performance analytics attribution marks commencement
22 November 2023
SEI acquires National Pensions Trust
Companies cite consolidation as a driving force for an increasingly strong market position
22 November 2023
Crossbreed funds
How PE is shedding its ‘illiquid’ skin and creating hybrid funds to access the private wealth market
21 November 2023
Hawksford acquires Paradigm
The fund administrator is expanding to the Cayman Islands
20 November 2023
Carta launches waterfall calculation tool
Company aims to support with LP reporting, M&A deal impact and equity value estimations
16 November 2023
Comply launches software and annual review service
Company aims to support chief compliance officers with growing regulatory demands
16 November 2023
StepStone launches intelligence platform
Tool to provide research, reporting, portfolio optimisation and benchmarking across private markets
16 November 2023
Novata expands ESG platform
The technology has improved its SFDR tools to assist fund managers with data analysis and reporting requirements
15 November 2023
Ad hoc portfolio reporting to be expected in the next three years
GPs and LPs are forecasting increased reporting functionalities within private markets, according to CSC’s latest report
13 November 2023
The digital CFO
While most CFOs would protest at the idea of their entire role being outsourced, an example of a plug-in CFO service is the upcoming launch of Corvus Group. Is it time to outsource the CFO entirely?
9 November 2023
Arch secures $20m
The funding aims to enhance the private investment management platform’s service offering, which includes tax document management, among other workflow solutions
7 November 2023
PE sustainability initiatives launch decarbonisation roadmap
The PMDR has been launched by the Initiative Climat International and the Sustainable Markets Initiative’s Private Equity Task Force, supported by Bain & Company
7 November 2023
Carta launches fund tax tool
Fund admin aims to support with fund accounting and taxation, real-time allocation calculations and draft K-1s for LPs
6 November 2023
Apex acquires Watermark
The fund administrator has infiltrated the Portuguese market
6 November 2023
What the AI?!... Triton Partners
Head of technology Lyndon Arnold updates us on the firm’s outlook on AI and its potential use cases, as well as its ongoing implementation of the technology.
3 November 2023
Cascata partners with 4Pines
Partnership is the latest instalment in a series as Cascata teams up with various fund administrators
27 October 2023
Clarity AI and Next Gate Tech join forces
Sustainability tech platform and fintech firm team up to automate sustainability data collection across portfolios
26 October 2023
Amundi Technology partners with Accelex
The asset manager’s tech division will incorporate automated data extraction and document harvesting into its existing portfolio monitoring offering
26 October 2023
Adepa adopts eFront
Luxembourg-based fund administrator is integrating investment software into its services
25 October 2023
Citco updates online service
CitcoConnect to streamline capital-raising and subscription processes
25 October 2023
Canoe Tax launches
Canoe Intelligence has expanded its product suite to include automated tax document management
20 October 2023
EZOPS launches Pypeline
The solution is catered towards structuring data from financial institutions
17 October 2023
Canoe consults on Canoe Asset Data
Launch of Canoe Data Innovation Hub has enabled a client-to-firm partnership for the development of Canoe Asset Data
16 October 2023
A&M appoints generative AI practice head
Anil Kumar will be supported by consulting lead David McGraw and CTO Chaz Henry
12 October 2023
Middleground appoints head of finance
Partner Cristopher Speight joins from biotech firm Alltech
6 October 2023
Ocorian gets an A-Pass
The acquisition of the corporate administration service provider will strengthen Ocorian’s presence in Asia
6 October 2023
Rundit launches LP reporting solution
Company aims to offer automated reports that are web-based
28 September 2023
Profile: Melanie Wiese, Deutsche Beteiligungs AG
The CFO and member of the board of management walks us through lessons learned in the course of her career and how her passion for a diverse and collaborative culture translates into practice
22 September 2023
ERM and Greenomy join forces
The sustainability consultancy aims to incorporate Greenomy’s ESG reporting services
21 September 2023
Lionpoint launches treasury practice
Former head of operations at KKR Danny Olds will lead the practice
21 September 2023
Investment Association calls for EU reforms
Trade body highlights sustainability, new technologies and greater alignment on regulatory issues as areas of concern
18 September 2023
Amicorp launches ESG reporting and rating service
The new service includes audited ESG reports, analysis, business planning and policy implementation
13 September 2023
GPs find brand perception key reason for ESG reporting
A survey conducted by Oliver Wyman and Novata highlights challenges for measuring ESG financial impact
12 September 2023
Tikehau invests in Anthesis
Tikehau shares ownership of the ESG consultancy with Carlyle, Palatine and Anthesis employee shareholders
12 September 2023
Vector updates fund accounting tool
The fund administrator has incorporated a GP and LP portal into Valence
11 September 2023
Data constraints the biggest ESG integration hurdle
Some 71% of respondents to the BNP Paribas ESG Global Survey 2023 find lack of ESG data quality a major barrier to making more sustainable investments
11 September 2023
Altvia continues partnership with Passthrough
Companies launch tool that integrates a CRM with an LP onboarding solution
11 September 2023
Accelex and Finarch partner up on operational efficiency
Partnership aims to assist firms with processes around portfolio monitoring, performance analytics, compliance management and data integration
7 September 2023
Valutico partners with Integra International
Tax, audit and accounting association will offer Valutico’s valuation services to its clients
4 September 2023
The valuation conundrum
Malcolm Goddard, COO of Zetland Capital, questions whether the industry built up to assess PE valuations is fit for purpose
30 August 2023
Same soup just reheated
LPs’ operational priorities are unchanged in 2023 and include automation, understanding new investment structures and creating workflow efficiencies, Dynamo Software survey finds
17 August 2023
Petra Funds joins forces with Novata
Partnership aims to support with collection, analysis and reporting of ESG data
14 August 2023
Venn adds report solution to portfolio analytics platform
Report Lab will enable Venn’s clients to produce client-ready reports and proposals
3 August 2023
5 min with… Marcus P. Höfer, base camp management consulting
In conversation with The Drawdown, the CEO explains what the firm’s philosophy of ‘being a sparring partner to the CFO office’ means in practice and talks about industry trends.
3 August 2023
Profile: Markus Gyssler, EMERAM Capital Partners
The managing partner and COO reflects on 10 years at the firm, walks through its succession programme and explains how he combines operational with investment duties
27 July 2023
Socium Fund Services partners with Broadridge
Socium will incorporate Broadridge’s Sentry tool to improve its debt fund administration services
24 July 2023
The Drawdown Awards winners: Matt Guy
Matt Guy, associate director at Federated Hermes Private Markets, was named Rising Star of the Year at The Drawdown Awards 2023
24 July 2023
Iceberg Data Lab launches Barbatus
The tool uses generative AI to produce ESG data analysis