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RobinAI integrates Claude 3

The AI legal chatbot has partnered with Anthropic since 2022

FCA consults on open investigations

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

Next stop – carried interest

Liquidity event delays are having an effect on waterfall calculation models

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

LeadingMile partners with Qashqade

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

International Valuations Standards updated

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

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

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

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

Dura acquires Satuit

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

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

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

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

ESAs add granularity to RTS

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

Carbon Accounting Alliance launches

Group of 35 organisations represents emissions of 24,000 companies

Novata expands ESG platform

The technology has improved its SFDR tools to assist fund managers with data analysis and reporting requirements

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

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

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

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.

Accelex secures $15m

The series-A funding round was led by FactSet

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

EZOPS launches Pypeline

The solution is catered towards structuring data from financial institutions

Investment Association calls for EU reforms

Trade body highlights sustainability, new technologies and greater alignment on regulatory issues as areas of concern

GPs find brand perception key reason for ESG reporting

A survey conducted by Oliver Wyman and Novata highlights challenges for measuring ESG financial impact

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

5 minutes with… Tim Andrews, IDR

Founder and CEO of the investor onboarding hub shares how its latest fund subscription service strengthens the platform

Canoe partners with Lionpoint

The partnership will combine operational and technological solutions with consulting services

ACA launches portfolio management solution

Managed Performance Services aims to assist fund managers with performance measurement and reporting features

Novata expands ESG benchmarking offering

The service will encompass 50 universal and more than 200 sector-specific benchmarks

What the AI?!... Accelex

How is AI transforming data extraction and analytics? We spoke to Accelex’s chief product officer Nicole Weder, and product director Boris Lavrov, to find out more

The Drawdown Awards 2023: Winners announced

Congratulations to all of the winners of The Drawdown Awards 2023

IQ-EQ partners with Novata

The partnership aims to incorporate Novata’s ESG data solution into IQ-EQ’s existing services

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

Accelex launches portfolio analytics platform

The platform aims to provide visibility and automated data analysis on portfolio funds, commitments and underlying assets

Comment: Does SFDR encourage greenwashing?

Pinsent Masons financial services partner Mark Shaw asks the awkward question

SFDR comPAIrisons

Clarity AI analysed differences in performance and strategies of 27,000 Article 6, 8 and 9 funds

Robin AI launches Copilot

Legal chatbot aims to automate legal contract drafting

IIGCC publishes PE net-zero guidance

The industry-specific guidance aims to support GPs and LPs to achieve Paris-aligned net-zero objectives

Harbourvest appoints head of client operations

Javier Rodriguez will manage the integration of the firm’s client experience, investment accounting, treasury, portfolio analytics and performance measurement teams

In the name of science: how to set your emissions targets

Questions are arising about the various methodologies used to create net-zero targets

Double standards?

We get to grips with what the International Valuations Standards Council has to offer the PE industry, and how it interacts with industry body IPEV

Cority acquires Greenstone

Greenstone will form part of Cority’s sustainability cloud offering

Dasseti launches RFP platform

Dasseti Engage automates RFP and DDQ processes through natural language processing and AI

Chronograph hires four

Appointments include Abbas Khan as product owner for data extraction and Daniel Gruppo as client development manager

Atlas Metrics secures €5.2m

The funding aims to develop the ESG platform

GoldenSource launches investment book of record

The additional functionality was created in partnership with MAIA Technology

CSSF updates SFDR FAQ

Luxembourg regulator adds three new questions to help clarify SFDR

Apexanalytix acquires ESG Enterprise

The acquisition enhances ESG Enterprise’s capabilities while expanding its offering to a wider client base

Rise of the robot lawyer

Robin AI secures $10.5m and partners with Anthropic to develop legal chatbot capabilities

FCA addresses sustainability regulations ‘alphabet soup’

Regulator requests feedback on sustainability-related governance to help reform industry obligations

Key ESG partners with EDCI

Software provider launches API integration with benchmark initiative

AMF calls for more stringent SFDR regulations

French financial watchdog proposes the introduction of minimal environmental requirements