The SEC’s new rules on outsourcing make big winners out of co-sourcing service providers

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 

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.

As budgets run short, data can diagnose inefficiencies, then fix them

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 Bob Balfe, chief technical officer at 4Pines Fund Services.

By Bob Balfe

The Private Capital Strategy Series (Episode 8)

Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greatest opportunities and challenges, what the firm is doing to champion DEI…

The Private Capital Strategy Series (Episode 9)

How do you build a championship team that wins the World Series, and in the world of finance? Former Yankees Coach Dana Cavalea shares how he led the team’s strength, conditioning and performance program and…

The Private Capital Strategy Series (Episode 7)

Nancy Vailakis of Ancram IRBD LLC joins Paul Filanowski to discuss where fundraising and fund services match up and how to make that work best.

General Ledger, Meet Distributed Ledger: Blockchain Is the New Compliance Tool

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 Balfe

Automating the paper chase and unlocking value in fund administration

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 10 minutes per form can add up quickly.

By Bob Balfe