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eFront achieves ISO27001 Certification

From the press release:
"eFront today announced that it has achieved the ISO/ IEC 27001 Certification for its Information management system (ISMS) supporting eFront product offerings. ISO/ IEC 27001 standard provides requirements for establishing, implementing, maintaining, and continually improving a documented information security management system (ISMS) aligned with overall organization’s business risk."

For more details click here




Posted: 20 December, 2017
PitchBook announces PitchBook Benchmarks

From PitchBook:
"Now, I'm incredibly excited to announce the launch of PitchBook Benchmarks, our first standalone fund performance measurement tool built for the research and reporting needs of limited partners and general partners. Through this tool, detailed IRR, PME and cash multiple benchmarks for VC, PE, private debt and real asset fund vintages are freely available in both PDF and Excel formats."

For more details click here




Posted: 20 December, 2017
TouchstoneCRM Touchstone CRM announces sponsorship of the Wealth Briefing GDPR London Summit

21 February 2018

From Touchstone CRM:
"The GDPR London Summit will host three panel discussions and a keynote speech by Garreth Cameron of the Information Commissioner’s Office. Panellists are set to discuss areas in wealth management that will be impacted by wide-reaching reforms to data protection regulations under GDPR and how to effectively mitigate potential risks in order to stay ahead of the regulatory curve."

For more details click here



Posted: 20 December, 2017
ILPA issues model subscription agreement for private equity firms

From the ILPA:
"In an effort to streamline fundraising, increase clarity and improve the efficiency of capital formation, the Institutional Limited Partners Association (ILPA) today released a model subscription agreement (MSA) for private equity funds."

For more details click here



Posted: 20 December, 2017
Ipreo Ipreo Private Capital Markets’ 2nd Annual iNTERACT London Conference Focused on Managing Industry Change

From Ipreo PCM:
"iNTERACT London brought the Ipreo private capital community together to network, learn, and influence the future."

For more details click here



Posted: 20 December, 2017
Ipreo Ipreo Thought Leadership 'Brexit and the European Private Capital Markets: Uncertainty or Opportunity?'

From Ipreo:
"In the first of a six-part series, Ipreo PCM considers the many unresolved questions surrounding the UK’s unprecedented departure from the European Union, and the potential ramifications to the private capital markets."

For more details click here



Posted: 20 December, 2017
Ipreo Ipreo Thought Leadership 'Audit Tips from the Big 4 Auditors'

From Ipreo:
"Delve into issues that the inception of ASC Topic 820 brought forth, and understand what is relevant to, and problematic for, companies attempting to clear an audit."

For more details click here



Posted: 20 December, 2017
Ipreo Ipreo Thought Leadership 'The Fair Value Quality Initiative'

From Ipreo:
"Discover how the longstanding issue of inconsistent levels of analysis and documentation when conducting fair value measurements is being resolved through two new standards: Mandatory Performance Framework (MPF) and Certificate in Entity and Intangible Valuation (CEIV)."

For more details click here



Posted: 20 December, 2017
Lionpoint Group launches RegTech Consulting Practice

From the LionPoint Group:
"Recent regulatory developments have created new operational challenges at global asset managers, financial institutions and the service providers that support them. Many firms are challenged by a fragmented array of legacy systems and are now looking to innovative, digital solutions to meet new transparency and reporting requirements. Giles Travers has joined Lionpoint Group to lead the RegTech practice and will be based out of our London office."

Connect with Giles on LinkedIn here



Posted: 20 December, 2017
Ipreo Ipreo post 'What GPs Don’t Know About LP Risk Tolerance'

From the post:
"Over the past few weeks, we’ve shared a collection of posts about the SuperReturn CFO/COO forum. Kyri Yiannakis, Ipreo Private Capital Markets’ EMEA Head of Client Development, was in attendance, and brought back a variety of insights and actionable takeaways. We’re wrapping up our series of SuperReturn reports with the fourth and final dispatch from the conference."

For more details click here



Posted: 20 December, 2017
Ipreo Ipreo iLEVEL 'Vinci Partners Enhances Their Investor Services with Ipreo’s iLEVEL Platform'

From Ipreo:
"Ipreo Private Capital Markets (PCM) announced today that Vinci Partners, a Brazil-based alternative investment platform specializing in asset management, equity management, and financial advisory services, has chosen Ipreo’s iLEVEL platform to help them streamline data collection and deliver new levels of transparency and reporting efficiency to their investors."

For more details click here



Posted: 20 December, 2017
PEF Services LLC PEF Services case study Pivotal Capital Partners

From the case study:
"PEF has also helped Pivotal stay ahead of complex and evolving reporting requirements. “Because they work with so many firms, they see a number of different scenarios,” Baker [founding partner] explained. “They advise us if something comes up out of the ordinary, and they tend to be one step ahead on directing us as to what’s expected.”

To read the case study click here



Posted: 20 December, 2017
PEF Services LLC PEF Services blog 'Top 3 benefits the best fund administrators provide General Partners'

From the blog:
"Private equity is having another good year, but is too much of a good thing stressing your back-office?  Are your investor demands exceeding your firm’s back-office capabilities?  Are you struggling to keep up to date on regulatory requirements?  If so, you’re not alone."

Read the full post here



Posted: 20 December, 2017
PEF Services LLC PEF Services blog 'Changes to SBIC Licensing and Examination fees'

From the post:
"Effective December 13, 2017, SBA is increasing fees charged for licensing and examinations and adding an inflation adjustment. The fee increases will be phased in over a period of four years with the inflation adjustment beginning October 1, 2021."

Read the full post here



Posted: 20 December, 2017
AltaReturn news AltaReturn selected by Green Bay Ventures

From AltaReturn:
"AltaReturn, a leading provider of cloud-based, end-to-end software solutions for the Private Equity, Venture, Real Estate and Infrastructure industries, is delighted to announce that Green Bay Ventures (GBV) has selected AltaReturn’s integrated platform to optimize their fund accounting, corporate accounting, CRM and investor portal operations."

For more details click here



Posted: 20 December, 2017
SS&C SS&C post 'Streamlined operations ensure you stay focused on asset management'

From the post:
"Firms often seek different best-of-breed technologies to handle the various aspects of their businesses like portfolio accounting, reconciliation, performance, reporting, etc. As assets increase, data security requirements escalate, client bases expand, and internal staff changes, it’s hard for firms to seamlessly connect all these disparate, older systems."

Read the full post here



Posted: 20 December, 2017
SS&C US Agriculture appoints SS&C to provide Fund Administration Services

From SS&C:
"SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced US Agriculture has hired SS&C GlobeOp to provide administration for its new core real estate strategy. US Agriculture selected SS&C GlobeOp to improve its ability to attract and retain its large institutional investors."

For more detals click here



Posted: 20 December, 2017
SS&C Silicon Valley Community Foundation selects SS&C for portfolio management

From SS&C:
"SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced that Silicon Valley Community Foundation (SVCF) chose the Black Diamond® Wealth Platform as their technology solution for investment administration and reporting."

For more details click here



Posted: 20 December, 2017
eFront Pevara private equity benchmarks released to Q3, 2017

From eFront:
"The latest eFront Pevara benchmark update has now been released, up to September 30, 2017. The benchmark contains more than 3,760 funds, including 221 funds for vintage year 2015. The index pooled internal rate of return for Q3 2017 stands as 11.09%."

For more details click here



Posted: 20 December, 2017
AssetMetrix AssetMetrix 'On course for success with Tableau and The Information Lab'

From AssetMetrix:
"As Europe’s leading provider of high-end analytics and individual asset servicing for private capital investors, AssetMetrix puts its trust in Tableau when it comes to data visualization. The market-leading software product makes it possible to portray market and portfolio data in an appealing way and provide diverse analysis via its intuitive drag-and-drop user interface. Its powerful data engine enables the application to process gigantic volumes of data within a few seconds and provide them to customers in an interactive experience."

For more details click here



Posted: 19 November, 2017



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