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Private Equity Fund Services

Analysis of the administrative and technological support available to CFOs

Managers are increasingly turning their attention to their middle- and back-office processes to ensure their businesses are ready to maximise opportunities when the private equity market rebounds. In this special report, we take a look at the challenges managers face when it comes to optimising their fund structures to attract retail capital; how GPs and service providers are navigating new rules from the US Securities and Exchange Commission; and why co-sourcing is increasingly appealing to managers, plus much more.

Three key trends in fund services

To take advantage of new opportunities in a tight market, the PE industry is getting its fund services processes in order.

Navigating retailisation’s back-office challenges

Firms may have to rethink their operating and accounting models if they want to embrace the potential of private wealth.


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In 2023’s report, we examined how GPs are looking to improve data collection processes to keep up with demand, with some turning to third-party service providers, technology investments and new talent to streamline their operations.

GPs get their houses in order as new regs and LPs up demands

Private equity has been the target of increasing regulatory scrutiny in recent years.

How private equity is readying for more regulation

A raft of regulatory changes coming down the line means fund managers are needing to rely on third-party providers more than ever.

Treading the data management balancing act

Managers are revamping their data management processes to cope with intensifying LP demands for better, faster reporting. Can technology and third-party providers help to relieve the burden?

Making tax an essential part of ESG

Investors are increasingly scrutinising firms’ attitudes towards tax as an indicator of their wider position on ESG matters.

In 2022’s Fund Administration report, we examined how managers and GPs are turning to technology solutions to keep up with the demand for transparency within the investing relationship and how outsourcing could help to satisfy the market’s demand for DE&I data.

The key trends impacting fund administration

Increasing disclosure expectations will require fund administrators and GPs to level up on tech, write Hannah Roberts and Louise Fordham

Rising to the transparency challenge with tech

LPs looking to use data to understand the vulnerability of their assets in a fast-changing investment environment are calling on technology solutions to stay in the loop.

DE&I: Is it time to seek outside help?

As investors ramp up demands for data on diversity, equity and inclusion, outsourcing such requests can offer a sophisticated solution for fund managers – and facilitate wider industry change

In 2021’s Fund Administration report, we analysed the pressures facing GPs, the tailwinds behind ESG, and the evolving use of technology and data.

Key trends in fund administration

ESG, data and tech are growing areas of focus for private equity firms, and areas where fund administrators’ expertise can add increasing value.

The ESG opening for fund administrators

As ESG issues rise up managers’ agendas, fund administrators are seizing the opportunity to deliver products and services that meet their needs.

Five tips for outsourcing finance functions

From tech requirements to clear communication, here are the crucial considerations for finding an effective outsourcing partner.

Automation in fund admin will expand

The robots are already here; the next step will be moving away from individual products and services to holistic platforms.

Firms look to AI to power predictive analytics

Artificial intelligence could offer an array of insights to private equity firms, but first they must be able to access and normalise data.

The due diligence shake-up

Diligencing processes may have been overdue a revamp, and with the pandemic serving as a catalyst, technology has had a chance to come into its own.

How ESG could impact fund domiciliation

ESG criteria are expected to play an increasing role in deciding where funds are based, according to an IFI Global survey.

What Brexit means for fund marketing

An incoming EU directive pertaining to third-party pre-marketing activity could exacerbate the challenges facing UK fund managers, say Debevoise & Plimpton's Patricia Volhard, Jin-Hyuk Jang and John Young.

In 2020’s Fund Administration report, we explored the extent to which private equity firms relied on fund administrators, and how embedding technology into working practices looked very different in a post-covid-19 environment, offering up new opportunities for service providers.

Key trends in private equity fund administration

From accelerated tech adoption to an upswing in outsourcing, here are the fund administration themes making a mark in 2020.

Fund administration: The rising tide of outsourcing

Covid-19 could spark a fresh wave of outsourcing that sees little but fundraising and investment left in house.

Cloverlay CFO on managing dual roles and curve balls

Omar Hassan, who was named in PEI's Future 40 Leaders of private equity list this year, discusses the importance of achieving balance and building a trusted network.

Tech lifts off in lockdown

Technology and legal experts explain how the crisis is changing attitudes to tech solutions and protocols, and what this means for private equity.

Regulatory relief: Risk, rewards and rope

The pandemic has brought both active relief from regulators and greater unknowns and risks for private funds’ compliance teams.

How covid-19 is changing private equity fund administration

The crisis is presenting a variety of challenges for private equity, but fund administrators are quickly pivoting to the new business as usual.

How to avoid a private equity ‘techlash’

Ian Bagshaw and Tim Hickman, partners at law firm White & Case, outline the key cybersecurity risk management considerations for private equity firms.


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