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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…...

The regulatory landscape for international tax compliance has become significantly more demanding, particularly with the introduction and global adoption of frameworks like the US Foreign Account Tax Compliance Act (FATCA) and OECD’s Common Reporting Standards (CRS). While FATCA requires non-US financial institutions to report information on US account holders to the IRS, CRS mandates the automatic exchange of financial account information between participating countries to combat tax evasion. Together, these frameworks have created a comprehensive global reporting network that leaves…...

Fund accounting is a unique beast. Traditionally, it was driven by manual workflows, siloed systems, and spreadsheets—tools that once got the job done. While routine tasks, such as transaction reconciliations have been partially automated, critical workflows remain largely manual. Approving fund reclassifications, managing compliance reviews, and ensuring accurate reporting still require human oversight. What’s worse? The tools you may rely on haven’t kept pace. Many stopgap solutions (as simple as spreadsheets) create blind spots, forcing you to operate reactively rather…...

The alternative investment industry is at a pivotal juncture. Investor expectations have evolved. Regulatory scrutiny is intense. Outdated reporting processes don’t serve the purpose. Today’s limited partners (LPs) demand more than quarterly snapshots buried in PDFs. The 2025 Preqin research highlights their growing demand for real-time insights into fund performance, transparent reporting on sustainability, and seamless, 24/7 communication. At the same time, fund managers like you must navigate a rapidly evolving compliance landscape. New rules from the SEC, tax regimes…...

The alternative investment industry has entered a new era of accountability. Gone are the days when private fund managers could operate with minimal transparency, providing investors with only periodic, high-level updates. Today, institutional LPs and sophisticated individual investors demand the same level of insight from their private market allocations as they receive from public securities. This shift represents both a challenge and an opportunity for fund managers willing to embrace technological innovation. The Changing Dynamics of Investor Expectations Several converging…...

A Bank of America survey reports that Gen Z and Millennials are three times more likely to invest in alternative markets than older generations. These digital-first and tech-savvy investors require a different way of communication—real-time access, updated and accurate information on their investments. And it's not just Gen Z. Today's investor demands real-time performance data, comprehensive ESG insights, and a smooth communication experience. This is especially important in the alternative investment industry, which is less regulated and lacks standardized performance…...

In 2024, a staggering 50.8% of global venture capital funding was deployed into AI-focused companies, underscoring the transformative potential of this technology. From automating repetitive tasks to enabling predictive analytics, AI is reshaping how businesses operate, compete, and grow. However, despite the enthusiasm and investment in AI, a significant gap remains. A recent survey by the Institute of Management Accountants (IMA) reveals a notable disconnect: while private equity (PE) and venture capital (VC) firms are actively pursuing AI-driven deals, their…...