2026 Game Plan for Operational Excellence in Fund and Portfolio Operations

Fund managers receive information from multiple sources—spreadsheets, PDF summaries, corporate decks, and unstructured emails from analysts or portfolio companies. Receiving information from disparate sources often results in delays and inconsistencies, limiting the ability to make prompt, well-informed decisions. Efficient operational workflows are therefore critical, especially given PwC’s forecast that by 2027, 16% of asset and wealth management firms will have exited the market, twice the historical rate, primarily because they failed to modernize processes, technology, and reporting. Strong operations equip…...

Fund accounting in alternative investments has always been a complex and multifaceted discipline. Between capital calls, distributions, NAV calculations, and investor reporting, each process relies on multiple data sources, cross-functional coordination, and precise timing The stakes are high, and even minor errors can have a ripple effect on investor relations and compliance workflows. Yet over 30% fund managers still rely on spreadsheets for critical portfolio management functions. As funds expand and portfolios become more diverse, the operational pressure intensifies. Manual…...

Don’t you think it’s a cause for caution when a limited partner (LP) asks you: Why do they receive their performance updates weeks after a major market move? Why doesn’t their dashboard include a metric relevant to them? Why do their reports look identical to everyone else’s? This mismatch can cause LPs to pause and wonder if you truly understand their portfolio and if their risk preferences and capital strategies are being taken into account. Research confirms it. PwC reports…...

Data connectivity in fund management is mission-critical. Still, 48% of asset managers cite the speed of inbound data as a central challenge to effective decision-making. With the industry expectations changing, fund managers cannot afford to rely on siloed data systems or delayed signals. They must integrate interoperable structures that support smooth data connectivity in fund management via cloud-native platforms, open APIs, and AI-driven insights.  In this guide, we walk you through fund management trends that shape the industry, technology supporting…...

For anyone responsible for managing fund operations in the 2020s, one thing still rings true: critical data continues to live in too many places, from investor portals and compliance platforms to fund accounting software and internal spreadsheets. The fragmented setup may work in a fund manager’s favor or at least not cause them a lot of problems under specific conditions, such as: ・When the fund size is small or the investor base is limited ・When the fund operates in jurisdictions…...

We’re halfway through 2025, and if there’s something that makes more sense than ever, it’s that regulatory complexity is rising fast across private capital markets. From investor screening to cross-border tax management, all workflows are likely being strained by: ・Manual KYC checks ・Prolonged due diligence cycles ・Fragmented or inconsistent data handling These traditional approaches to compliance unnecessarily create friction, slow critical transactions, and increase operational risk. Thomson Reuters reports that 73% of compliance professionals expect a sharp growth in regulatory…...