In private capital, growing from $1 billion to $5.5 billion of AUM entails confronting operational challenges and thinking through strategies to scale your business. 4Pines Fund Services helped BV Investment Partners Managing Director Jonathan Holmes,…

Executive to support 4Pines’ strategic growth and focused execution  STAMFORD, Conn., May 7, 2024 — 4Pines Fund Services announced today Mark Toby has joined as a Principal.  “4Pines Fund Services is dedicated to providing premium…

Driven by market conditions, co-sourcing solves the problems associated with outsourcing Private capital firms are under increasing pressure today to outsource fund administration. But outsourcing has its downsides. Specifically, when GPs outsource, third-party fund administrators…

Increasingly demanding investors, the accountant shortage, and cloud-based solutions that foster transparency and collaboration have made co-sourcing into the powerful next-generation solution for the many challenges facing private capital today. As the 4Pines Fund Services…

Investors are demanding more from GPs. Regulatory scrutiny is reaching new heights. Accountants are in short supply. CFOs at firms with more than $1 billion in assets under management are demanding new tools to overcome…

Written by: Mike Trinkaus GPs that can keep control of their data while partnering with a top service provider will be best prepared for tougher economic conditions and compliance requirements, writes 4Pines Fund Services’ Michael…

With a greater regulatory burden and investor expectations for speedy data requests, PE firms are collaborating with admins to co-source operations. Read the original article here.

CFOs at private capital firms are wasting time and money on the wrong approaches to fintech. When assessing a fund service provider or administrator, look at the people first, writes Bob Chowaniec, COO of 4Pines…

The most innovative fintechs mitigate the new burdens that arise from the SEC’s proposed oversight requirements, believes Michael Trinkaus CEO, 4Pines Fund Services.  By Mike Trinkaus  Read the original article by here.  Fund managers and…

With investors asking for greater transparency, the new platform streamlines investor reporting, allocations, capital calls and portfolio accounting. Read the full article here.

For asset managers not in the business of deploying robust data systems themselves, service providers can handle their data and optimising efficiencies using AI, machine learning and other tools can analyse to gain insights, writes…

New cyber threats, data regulations, the 24/7 global market and increasing competition, especially from disruptive fintech companies, drive asset managers, private equity firms and others to reconsider blockchain, its uses and its potential. By Bob…

The digital revolution in financial services extends to the back-office, too, writes Bob Balfe is Chief Technology Officer at 4Pines Fund Services, who argues that when it comes to routine work like document intake, saving…

The recent noise coming from the SEC is largely measured and unsurprising; as the asset class matures of course it should adhere to stricter oversight But what are the drivers behind the onslaught of proposed…

Chat applications have become absolutely necessary in the hybrid working age. But 4Pines Fund Services’ Bob Chowaniec says these programs can serve as much more than just substitutions for in-person chats. Read the full article…

By Mike Trinkaus Despite considerable and not unwarranted skepticism, there’s a “tsunami of money” flowing into ESG-friendly companies and instruments. That’s according to the head of Singapore’s largest bank. That same storm is hitting Wall Street, the Square Mile and financial hubs…

By Mike Trinkaus The table stakes for fund administrators haven’t changed. Fund managers, private equity firms and others will always want responsive service, accurate and timely reporting, and compliance. But table stakes aren’t enough, as…

No longer science fiction, the skilled use of data automation can give investment managers a big competitive advantage By Michael Trinkaus Automation long ago ceased being the stuff of science fiction stories. But it still…

To promote the strongest business partnerships, build a team of people who have walked in your clients’ shoes.  By Michael Trinkaus   To maintain a good life or a flourishing empire, Roman emperor and Stoic philosopher Marcus Aurelius advised readers nearly 2,000 years ago to “Look well into thyself; there…

The private capital community is watching the new administration and Congress closely. Changes to the tax code and other financial legislation continue to unfold. The question is how significantly new provisions could force changes to…