Reporting & Transparency
18 March 2024
Atominvest partners with Greenly
Partnership to make Greenly’s carbon calculation platform accessible to Atominvest’s clients
18 March 2024
Exchangelodge receives investment from Innovation Works
Fresh funds to broaden existing offering and accelerate global market penetration
15 March 2024
RobinAI integrates Claude 3
The AI legal chatbot has partnered with Anthropic since 2022
14 March 2024
Profile: Charlie Page, NorthEdge
The CFO sheds light on a succession story, developing a finance team and evolving tech stacks
12 March 2024
Khepri snaps up two
Fund admin concludes two acquisitions in order to enhance its corporate accounting and company secretarial lines
11 March 2024
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
8 March 2024
Allvue launches IRR tool
Company aims to support GPs with calculating IRR, tracking fund expenses and understanding hypothetical scenarios for their funds
8 March 2024
Socium Fund Services partners with GRMA
Regulatory reporting software to be incorporated into US fund administrator’s compliance reporting platform
29 February 2024
FCA consults on open investigations
The UK regulator expects to publish more information on ongoing investigations, whether or not any breaches have been made
26 February 2024
ELTIF 2.0 – A case study
How Moonfare provides liquidity to its investors via an auction process instead of redemptions
26 February 2024
Alter Domus forms herd with T-Rex
Partnership to automate EU regulatory reporting for US-based credit firms
22 February 2024
Next stop – carried interest
Liquidity event delays are having an effect on waterfall calculation models
20 February 2024
LemonEdge partners with ROYC
The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds
15 February 2024
Profile: Sally Beh, ACE & Company
Shares some key management tips she has adopted after 11 years at the firm
12 February 2024
Qashqade and Entrilia integrate
Qashqade waterfall calculations can run through Entrilia's fund accounting platform
12 February 2024
Carta and Merge combine
The partnership aims to enhance equity management processes
8 February 2024
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
7 February 2024
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
6 February 2024
LeadingMile partners with Qashqade
The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring
5 February 2024
What the AI?!... Tamarix Technologies
Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations
5 February 2024
Sweet sorrow
The alluring attraction of semi-liquid strategies brings with it a cautionary tale of liquidity (mis)management
2 February 2024
Apheon promotes seven
John Mansvelt is now COO as Loïc Cerfontaine succeeds him as CFO
2 February 2024
International Valuations Standards updated
The revised version includes ESG valuation considerations in additional chapters on data and inputs and valuation models
2 February 2024
Lombard Odier IM appoints COO
Adam Molina succeeds Alexandre Meyer, now managing partner of the group
30 January 2024
Partners Group appoints CFO
Joris Gröflin joins from Swiss renewable energy producer Axpo Group
30 January 2024
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
29 January 2024
Ocorian partners up
Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji
26 January 2024
Invest Europe updates investor reporting guidelines
The guidelines have been updated from 2018 to make reporting on fund and portfolio returns more streamlined
25 January 2024
Profile: Miguel Gutiérrez, Portobello Capital
The deputy COO discusses working life at the Spanish GP, from adopting new technologies to overseeing the Luxembourg office
24 January 2024
CEPRES partners with LeadingMile Consulting
Partnership sees launch of AI integration within the CEPRES portfolio simulation and tracking tool
23 January 2024
Alchelyst partners with Goji
Fund admin adopts fintech technology to help digitalise investor onboarding
22 January 2024
Discovery gone digital
VC fund-of-funds AlphaQ has launched AQVC discovery platform, a digital hub connecting LPs, GPs and service providers
22 January 2024
Astorg appoints head of digital
Valérie Legat, joining from Carrefour Group, also becomes managing director
19 January 2024
All Seas promotes Martina Ross
Ross has been finance and operations manager at the firm since 2019
18 January 2024
Novata launches carbon navigator
Company’s new product aims to simplify carbon data management and reporting
18 January 2024
Ecovadis adds Vitals to IQ Plus platform
Vitals is a questionnaire aimed at helping businesses manage supply chain sustainability risks
18 January 2024
Morningstar partners with iCapital
Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support
16 January 2024
Pollen Street appoints new CFO
Lucy Tilley succeeds Julian Dale as he steps down from the role
12 January 2024
Apex launches new ESG brand
Holtara is a combined effort from Apex and MJ Hudson, providing data, reporting and advisory services
11 January 2024
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
11 January 2024
Dura acquires Satuit
Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry
9 January 2024
Infrared’s Sarah Gledhill joins Climate Asset Management
Gledhill joins the asset manager as COO
8 January 2024
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
4 January 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
4 January 2024
Alter Domus launches ELTIF fund admin service
The added functionality supports the administration of private market open-ended funds and includes liquidity management support
4 January 2024
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
2 January 2024
Operational utopia
If operations professionals made all the decisions, what would the perfect PE firm look like?
21 December 2023
Canoe partners with K1x
Fintech company pushes the boat out with additional tax document automation functionality
19 December 2023
Voluntary ESG ratings code of conduct launches
ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers
13 December 2023
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
13 December 2023
Canoe and Deviate join forces
Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration
12 December 2023
Confluence partners with Manaos on SFDR reporting
Confluence to provide ESG and disclosure templates through Manaos’s platform
12 December 2023
LPs eyeing up AI
Key use cases identified include fund monitoring and competitor benchmarking
7 December 2023
Monument launches investor portal
Firm aims to enhance fundraising process for both GPs and LPs
6 December 2023
DealsPlus launches waterfall distribution model
Company uses cap table data to produce distribution waterfall, valuing instruments and shareholding in the portfolio
6 December 2023
ESAs add granularity to RTS
The draft technical standards have some suggested amendments, improving the detail of the disclosures made
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