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Reporting & Transparency

Atominvest partners with Greenly

Partnership to make Greenly’s carbon calculation platform accessible to Atominvest’s clients

Exchangelodge receives investment from Innovation Works

Fresh funds to broaden existing offering and accelerate global market penetration

RobinAI integrates Claude 3

The AI legal chatbot has partnered with Anthropic since 2022

Profile: Charlie Page, NorthEdge

The CFO sheds light on a succession story, developing a finance team and evolving tech stacks

Khepri snaps up two

Fund admin concludes two acquisitions in order to enhance its corporate accounting and company secretarial lines

SimCorp and State Street expand partnership in Germany

Collaboration to support State Street’s accounting, fund admin and data processing services in the local market

Allvue launches IRR tool

Company aims to support GPs with calculating IRR, tracking fund expenses and understanding hypothetical scenarios for their funds

Socium Fund Services partners with GRMA

Regulatory reporting software to be incorporated into US fund administrator’s compliance reporting platform

FCA consults on open investigations

The UK regulator expects to publish more information on ongoing investigations, whether or not any breaches have been made

ELTIF 2.0 – A case study

How Moonfare provides liquidity to its investors via an auction process instead of redemptions

Alter Domus forms herd with T-Rex

Partnership to automate EU regulatory reporting for US-based credit firms

Next stop – carried interest

Liquidity event delays are having an effect on waterfall calculation models

LemonEdge partners with ROYC

The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds

Profile: Sally Beh, ACE & Company

Shares some key management tips she has adopted after 11 years at the firm

Qashqade and Entrilia integrate

Qashqade waterfall calculations can run through Entrilia's fund accounting platform

Carta and Merge combine

The partnership aims to enhance equity management processes

ESG: The fund-of-funds perspective

Once removed from the underlying portfolio, this type of LP is focused on private equity’s journey rather than instant compliance

ESG ratings providers to comply with transparency requirements

The European Commission and Parliament have reached a provisional agreement on how ESMA can supervise these entities

LeadingMile partners with Qashqade

The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring

What the AI?!... Tamarix Technologies

Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations

Sweet sorrow

The alluring attraction of semi-liquid strategies brings with it a cautionary 
tale of liquidity (mis)management

Apheon promotes seven

John Mansvelt is now COO as Loïc Cerfontaine succeeds him as CFO

International Valuations Standards updated

The revised version includes ESG valuation considerations in additional chapters on data and inputs and valuation models

Lombard Odier IM appoints COO

Adam Molina succeeds Alexandre Meyer, now managing partner of the group

Partners Group appoints CFO

Joris Gröflin joins from Swiss renewable energy producer Axpo Group

Financial Policy Committee outlines systemic risks in private credit

More regulatory scrutiny is expected to be placed on valuations, risk management, liquidity and leverage mechanisms to monitor systemic risks in private credit

Ocorian partners up

Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji

Invest Europe updates investor reporting guidelines

The guidelines have been updated from 2018 to make reporting on fund and portfolio returns more streamlined

Profile: Miguel Gutiérrez, Portobello Capital

The deputy COO discusses working life at the Spanish GP, from adopting new technologies to overseeing the Luxembourg office

CEPRES partners with LeadingMile Consulting

Partnership sees launch of AI integration within the CEPRES portfolio simulation and tracking tool

Adepa acquires Fidupar

Two Luxembourg fund admins combine

Alchelyst partners with Goji

Fund admin adopts fintech technology to help digitalise investor onboarding

Discovery gone digital

VC fund-of-funds AlphaQ has launched AQVC discovery platform, a digital hub connecting LPs, GPs and service providers

Astorg appoints head of digital

Valérie Legat, joining from Carrefour Group, also becomes managing director

All Seas promotes Martina Ross

Ross has been finance and operations manager at the firm since 2019

Novata launches carbon navigator

Company’s new product aims to simplify carbon data management and reporting

Ecovadis adds Vitals to IQ Plus platform

Vitals is a questionnaire aimed at helping businesses manage supply chain sustainability risks

Morningstar partners with iCapital

Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support

Pollen Street appoints new CFO

Lucy Tilley succeeds Julian Dale as he steps down from the role

Apex launches new ESG brand

Holtara is a combined effort from Apex and MJ Hudson, providing data, reporting and advisory services

Profile: Jesper Frydensberg Rasmussen, Axcel

The CFO discusses the importance of clearly defined roles and how CFOs can support their firm in uncharted economic environments

Dura acquires Satuit

Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry

Apis appoints COO

Maggie Abrahams was previously COO at IH International Advisors

Infrared’s Sarah Gledhill joins Climate Asset Management

Gledhill joins the asset manager as COO

Dear Irish AIFMs…

After the Central Bank of Ireland’s review of asset valuation processes, Irish AIFMs must make sure their governance models are up to scratch before the end of Q2 2024

UK regulators consult on the operational resilience of critical third parties

FCA, PRA and Bank of England welcome feedback on the proposed framework deeming certain third-party organisations as ‘critical’, to reduce any associated systemic risks to the financial services industry

Alter Domus launches ELTIF fund admin service

The added functionality supports the administration of private market open-ended funds and includes liquidity management support

Profile: John Mansvelt, Apheon

CFO and AIFM conducting officer tells the story of his transition from audit to PE, his key governance duties and shaping a new cultural identity

Operational utopia

If operations professionals made all the decisions, what would the perfect PE firm look like?

Canoe partners with K1x

Fintech company pushes the boat out with additional tax document automation functionality

Voluntary ESG ratings code of conduct launches

ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers

TMF partners with Broadridge

Partnership sees TMF adopt Broadrige’s private debt and CLO management solution as company looks at launching CLO administration offering next year

Canoe and Deviate join forces

Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration

Confluence partners with Manaos on SFDR reporting

Confluence to provide ESG and disclosure templates through Manaos’s platform

LPs eyeing up AI

Key use cases identified include fund monitoring and competitor benchmarking

Monument launches investor portal

Firm aims to enhance fundraising process for both GPs and LPs

DealsPlus launches waterfall distribution model

Company uses cap table data to produce distribution waterfall, valuing instruments and shareholding in the portfolio

ESAs add granularity to RTS

The draft technical standards have some suggested amendments, improving the detail of the disclosures made

Kroll launches risk assessment tool

Offering includes portfolio monitoring and diligence, streamlined data collection and benchmarking

Carbon Accounting Alliance launches

Group of 35 organisations represents emissions of 24,000 companies