PE firms look to co-sourcing for increased flexibility and control
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.
Ark launches fund ops platform
With investors asking for greater transparency, the new platform streamlines investor reporting, allocations, capital calls and portfolio accounting. Read the full article here.
What do financial players need for ESG success? Start with standards.
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…
What are the new digital foundations of private capital?
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…
When ‘Data is King,’ automated systems can be the crown jewels
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…
In fund services, CFOs are our people. Put them first.
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…
How PE CFOs are revisiting fears of Washington
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…
4Pines CEO Michael Trinkaus: Manual Sub Docs Are Not A Necessary Evil
4Pines Fund Services’ CEO Michael Trinkaus recently nailed why 45-page fund subscription documents and manual data-entry are still tolerated at more funds than an outsider would imagine. “It’s just being able to be nimble and…