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PEF Services LLC Granite Bridge Partners leverages PEF Services for fund administration

From the press release:
“PEF understands our business, provides us the technology to operate more efficiently, and helps us maintain our compliance regime as an RIA,” said Jeff Gerson, Partner and Chief Compliance Officer at Granite Bridge.  “They do so seamlessly and appear to our clients as an extension of ourselves. From day one when they facilitated our launch and disseminated our first capital call, PEF has delivered on all its promises.”

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Posted: 16 December, 2019
PEF Services LLC PEF Services blog ‘3 Key Benefits & Features That Investor Portal Technology Offers The Private Capital Industry’

From the post:
“We have all heard it—the greatest challenge for the private capital markets—and the greatest opportunity—centers on providing investors access to real-time information to enable true transparency. Investors and regulators alike are demanding new levels of information access that are convenient with a high degree of visibility, reliability and security..."

To read the full post click here



Posted: 16 December, 2019
PEF Services LLC PEF Services releases white paper on Fund Administration Technology

From the press release:
"This paper provides a Fund Administration technology benchmarking and evaluation guide for General Partners. Excel spreadsheets and paper processes are being replaced by state-of-the-art accounting, reporting, and analytics platforms that enable every type of fund strategy, to be administered more efficiently, accurately, securely, and transparently. However, this transition can be a challenging one, and the best way forward isn't always clear."

Read the white paper here



Posted: 20 November, 2019
PEF Services LLC PEF Services blog ‘The 6 Key Issues That Motivate The Decision To Outsource Fund Administration’

From the post:
“For CFOs who need to keep pace with the demands of regulators and investors, manage administrative costs, and carve out time for more strategic activities, outsourcing fund administration is an option worth exploring.”

To read the full post click here



Posted: 18 November, 2019
PEF Services LLC PEF Services blog ‘Fund Administration Outsourcing: Addressing Service Quality And Cost Issues’

From the post:
“While levels of service to the CFO and their back office are key, fund managers also rely on the fund administrator to meet the reporting needs of their investors. As investors’ levels of sophistication have increased, so have their reporting requirements, and some fund administrators have not been able to keep pace.”

To read the full post click here



Posted: 18 November, 2019
PEF Services LLC PEF Services blog ‘Private Equity’s New Era, New Expectations’

From the post:
“General Partners are operating in an era of increased regulatory scrutiny, more sophisticated investors, narrowing margins, and operational complexity, and many are turning to their fund administrators for solutions. But while in many cases the relationship has fulfilled the expectation, in others the reality has fallen short of the promise.  General Partners are rethinking their needs and replacing fund administrators that don’t meet performance, service and technology standards.”

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Posted: 18 November, 2019
PEF Services LLC PEF Services Debt Fund Video

From PEF Services:
“In the past decade, the opportunities for private debt have grown significantly. But for General Partners, the administrative complexity of managing a debt fund can pose challenges.  Which is why a growing number are turning to outsourced fund administration to streamline operations, build investor trust, and access leading expertise and technology.”

To view the video click here



Posted: 18 November, 2019
PEF Services LLC PEF Services Limited Partners Video

From PEF Services:
“Assets allocated to private equity are expected to double by 2025.  And that creates an unprecedented opportunity for General Partners if they can attract Limited Partners and secure allocations. Third-party fund administration can help your firm deliver the transparency, responsiveness, and flexibility that brings new opportunities within reach.”

Watch the video here



Posted: 18 November, 2019
PEF Services LLC PEF Services blog ‘Performance Reporting: A Game Changer For The Illiquid Alternative Asset Industry’

From the post:
“Two world trends are converging on our industry – business intelligence (BI)/data driven decision making and the dramatic expansion of investment assets under management. In their Asset & Wealth Management Revolution report, PwC predicts that global assets under management will rise to $145.4 trillion by 2025, doubling the amount from 2016."

To read the full post click here



Posted: 24 October, 2019
PEF Services LLC PEF Services nominated for Global Custodian Editor’s Choice award

From the press release:
“The Global Custodian ‘One to Watch’ nominees are selected based on a combination of growth over the past 12 months, customer feedback, interesting and innovative projects as well as product offerings,” commented Jonathan Watkins, Managing Editor, Global Custodian. “We are delighted to include PEF Services among the nominees to be recognized at our New York Industry Leaders awards ceremony on November 7th.”

For more details click here




Posted: 24 October, 2019
PEF Services LLC PEF Services ViewPoint Investor Portal video

From PEF Services:
"ViewPoint delivers the experience today’s investors demand while freeing fund managers to focus on value creation.  ViewPoint™ from PEF Services is a next-generation investor portal that supports data visualization, detailed performance reporting, real-time access to underlying data, and secure document delivery."

To view the video click here



Posted: 24 October, 2019
PEF Services LLC PEF Services Launches ViewPoint™

From PEF Services:
"PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the availability of ViewPoint™, an innovative and proprietary, next-generation investor portal designed specifically for Private Capital  investors. PEF Services developed this portal in response to our clients and their investors who indicate that one of the greatest challenges for the Private Capital industry – and one of the greatest opportunities – centers on transparency."

For more details click here 



Posted: 24 September, 2019
PEF Services LLC PEF Services webcast replay ‘Private Equity Performance Reporting Hot Topics and the 2020 GIPS® Standards’

About the webcast:
“As capital flows move rapidly into private equity vehicles, regulators will continue to take a harder look at a firm’s institutional controls around performance calculation and reporting. PEF Services' Anne Anquillare and ACA Performance Services' Justin Guthrie hosted a webcast focused on controls designed to help mitigate performance reporting risks for private equity firms.”

To view the webcast click here



Posted: 19 August, 2019
PEF Services LLC PEF Services blog ‘Debt Fund Administration - Manage Complexities’

From the post:
“The popularity of debt funds and the range of options available are attracting a growing number of General Partners. But while the debt market is forging ahead, the administrative expertise may be lagging behind. As a result, debt fund managers are more likely to run into problems associated with back-office operations.”

To read the full post click here



Posted: 19 August, 2019
PEF Services LLC PEF Services blog ‘Emerging Managers: The Do’s And Don’ts Of Selecting A Fund Administrator’

From the post:
“The choice of fund administrator is important. Choose wisely, and it enhances your reputation, reduces risks, enables you to stay focused on sourcing and managing investments. Choose poorly, and it can impact investor relations, disrupt operations, jeopardize compliance, and hamper your firm’s ability to scale.”

To read the full post click here



Posted: 22 July, 2019
PEF Services LLC PEF Services checklist ‘Fund Administration Checklist for Limited Partners’

About the checklist:
“Use this checklist to evaluate the quality of outsourced or in-house fund administration services offered by your General Partner.”

Download the full checklist here



Posted: 22 July, 2019
PEF Services LLC PEF Services white paper ‘The Limited Partner’s Guide to Fund Administration’

About the white paper:
“In an era of data-driven financial decision making, Limited Partners want investments that enable them to take a more active role in monitoring their funds, analyzing performance, identifying potential conflicts of interest, and evaluating risk and exposure. As a result, today’s Limited Partners are more likely to examine not only a General Partner’s track record for generating alpha, but its ability to competently undertake the regulatory, legal, and administrative activities that support that ultimate goal.”

To read the full white paper click here




Posted: 25 June, 2019
PEF Services LLC PEF Services white paper on outsourcing 'Making the Switch'

About the white paper:
"The trend towards outsourcing fund administration continues to gain momentum. While the first wave in outsourced fund administration brought this service into the mainstream, a “second wave” is now gathering strength. However, not every fund administrator is able to keep pace. In fact, a high proportion of fund managers are dissatisfied enough with their fund administrator that they are choosing to end the relationship and seek out a new service partner."

Read the white paper here



Posted: 25 June, 2019
PEF Services LLC PEF Services white paper 'The Definitive Guide to SBIC Fund Administration'

From the paper:
“It’s Monday morning, and the CFO of an investment firm walks into his office to find an SBA examination notice on his desk. If his team has done their jobs, the exam data should be collected and the request list information and schedules should be ready to go. If they haven’t, this is the beginning of a very long, challenging week. Which will it be?”  

To read the full white paper click here



Posted: 21 May, 2019
PEF Services LLC PEF Services video ‘SBIC Fund Administration with Industry-Leading Expertise’

About the video:
“SBIC funds deploy billions of dollars of capital. But to launch and maintain one successfully, you need the right fund administration partner. And no one knows SBIC funds better than PEF Services. PEF offers a full complement of SBIC services including compliance, reporting, fund administration, and consulting.”

Watch the video here



Posted: 21 May, 2019



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