Filters:


SS&C SS&C names Rishi Khanna as Managing Director of Alternative Assets Technology

From the press release:
"SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced the hiring of Rishi Khanna as Managing Director for SS&C GlobeOp. A seasoned executive with expertise in portfolio management and financial services technology, Mr. Khanna will oversee the alternative assets technology business and report to Rahul Kanwar, Executive Vice President."

Read the full press release here



Posted: 25 January, 2018
AssetMetrix AssetMetrix to exhibit at SuperReturn International in Berlin

26 February - 1 March 2018 -  SuperReturn International 2018, Berlin

From AssetMetrix:
"Visit us at stand 2 in the area potsdam foyer and learn more about our client portals for Limited and General Partner. Looking forward to seeing you!."

For more details click here



Posted: 25 January, 2018
AssetMetrix AssetMetrix looks back on a successful year 2017

From AssetMetrix:
"In 2017, AssetMetrix built on its position as Europe's leading provider of high-end analytics and individual asset servicing for private capital investors. The acquisition of new national and international clients more than doubled the total of assets under service. At the end of 2017, AssetMetrix services € 7 billion of assets and more than 700 funds."

For more details click here



Posted: 25 January, 2018
Ipreo Ipreo Private Capital Markets event schedule

Ipreo is sponsoring the following events:

26 February - 1 March 2018 -  SuperReturn International 2018, Berlin

7-9 March 2018 - The 11th Annual Women’s Private Equity Summit, San Francisco,

8 March 2018 - Alternate Investments Conference, Chapel Hill, NC




Posted: 25 January, 2018
Lionpoint Group expands New York and London offices with hires across their Real Estate and EPM practices

From Lionpoint Group:
"Lisa Howat (former Cornerstone / Barings Global Real Estate CIO) has joined to lead Lionpoint Group’s Real Estate Strategic Advisory Practice. Lionpoint Group has also expanded its Enterprise Performance Management with Steven Gnatovich joining to lead its North American EPM practice. Joe Corlett and Axel Henry also join the London office to support EPM and scenario modelling solutions across private equity and real estate funds.”

For more details click here



Posted: 25 January, 2018
Ipreo Ipreo Private Capital Markets 2017 Year in Review Infographic

From Ipreo Private Capital Market:
"As Ipreo’s business continues to expand in 2018, check out a few highlights worth celebrating for Ipreo’s Private Capital Markets business."

View the infographic here



Posted: 24 January, 2018
Ipreo Ipreo Thought Leadership 'Auditor Tips for a Smooth Year-End Audit of Valuations'

From Ipreo:
"In the closing report of our three-part series, we share Big 4 auditor feedback focused on surviving the year-end audit season."

For more details click here



Posted: 21 January, 2018
Ipreo Ipreo Thought Leadership 'Big 4 Auditor Tips: When Valuations Require Additional Scrutiny'

From Ipreo:
"In the second report of a three-part series, we share feedback from our Big 4 auditor colleagues on five factors that can trigger additional scrutiny for Topic 820 valuations."

For more details click here



Posted: 24 January, 2018
SEI LP survey results

From SEI:
"After surveying GPs in early 2017 to better understand how they were adapting to the increased investor demand, we once again partnered with Preqin to investigate industry dynamics — this time by surveying investors (LPs)."

Read the survey results here



Posted: 24 January, 2018
PEF Services LLC PEF Services webinar replay 'Be Prepared For Your Sec Examination: Maintaining Proper Books & Records'

About the webinar:
“Listen to speakers from PEF Services, a leading fund administrator for Alternative Investment Managers, and ACA Compliance Group, a leading provider of regulatory compliance services and solutions, present an in-depth discussion about proper maintenance of books and records."

View the webinar replay here



Posted: 24 January, 2018
PEF Services LLC PEF Services blog 'Private Capital Markets Shift Gears'

From the post:
“While few firms outside of the hedge fund market would have considered outsourcing fund administration twenty years ago, market requirements have since undergone a dramatic change.  As the private capital market shifted from its heady, pre-bubble days to a time of market turbulence, regulatory oversight, and fierce competition for investors, outsourcing fund administration became a very viable option.”

Read the full post here



Posted: 24 January, 2018
SS&C SS&C to acquire DST Systems

From SS&C:
"SS&C Technologies Holdings, Inc. a leading global provider of financial services software and software-enabled services, and DST Systems, Inc. (“DST”) (NYSE: DST), a leading provider of proprietary technology-based information processing and servicing solutions, today announced that the companies have entered into a definitive agreement wherein SS&C will acquire DST."

For more details click here



Posted: 24 January, 2018
PEF Services LLC PEF Services 'Successfully Completes SOC 1 Type 2 Examination'

From the press release:
"PEF Services, a leading fund administrator for Alternative Investment Managers, today announced the successful completion of its annual Service Organization Control (SOC) 1 Type 2 examination, in accordance with the American Institute of Certified Public Accountants (AICPA) attestation standards."

Read the full press release here




Posted: 21 January, 2018
eFront PM webinar 'Struggling with Portfolio Monitoring?'

24 January 2018

From eFront:
"If your Company is looking to improve data transparency and quality, generate actionable business intelligence via robust reporting, and improve overall investor satisfaction, we invite you to join our discussion on January 24, 2017. Please register for one of the two time slots based on your time zone."

For more details click here



Posted: 20 December, 2017
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
Xpedition 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



Get news as an RSS feed
Click here to register for teh PESS Newsletter