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

The Private Capital Strategy Series (Episode 6)

Elana Margulies-Snyderman of EisnerAmper discusses private equity and telling your story. Many may know Elana from her excellent podcasts, interviews and publications. Folks, if you haven’t listened to Elana’s interviews, look them up on the…

The pendulum has swung

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…

What can private capital CFOs learn from chipmakers?

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…

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 worldwide. 

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.

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

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