Private Funds: Spotlight on Service Providers

Private Funds: Spotlight on Service Providers

With the over increasing focus on independent administrations to support controls around valuations (i.e. AML/KYC and so forth), it’s interesting to visualize the state of the industry: Based on sheer number of funds, who are the top service providers? We are a bit hesitant in adding up gross assets or regulatory AUM, so we’re showing you an info-graphic based on

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Memorable Moments in the Life of an Entrepreneur

Memorable Moments in the Life of an Entrepreneur

The word ‘moment’ is defined as a fixed reference point in time, or the effect of a force for change when the turn becomes clear. Our entrepreneurial journey is full of moments we will recount here - Fun, profound and leading to lots of lessons learned! We code in sprints, but sell in marathons :) A moment during the first month of starting this new

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Due Diligence on Emerging Markets Credit

Due Diligence on Emerging Markets Credit

What is a market? mar•ket /′mar,ket/ noun A regular gathering of people for the purchase and sale of provisions, livestock, and other commodities. An area or arena in which commercial dealings are conducted. Markets are essentially social constructs. For all the quantitative methods employed in the analysis of them, this social aspect, including shared history and expectations, forms the basis of the

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Who Defines The Future of InvestTech?

Who Defines The Future of InvestTech?

Invest.tech /in’vest,tek/ noun data and technologies that support the processes of the world’s institutional investors: the pensions, endowments and foundations, family offices & trusts, fund of funds, insurance companies, wealth management platforms, and sovereign wealth funds. not to be confused with a recent acquisition by Accenture There has been limited investment and adoption in InvestTech – At this point, Microsoft is

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OK Google, Which Firms Filed DRPs This Week?

OK Google, Which Firms Filed DRPs This Week?

It’s 2017 and Alexa, Siri, and Google Assistant are household names. Shouldn’t reviewing regulatory filings be as easy as asking this question? Though we started with that hypothesis, we recognize the pain points that the asset management industry faces. The volume of regulatory filing data is bursting at the seams. The need to track filing changes is important, but the process by

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What is Your Big "Data Strategy" for 2017?

What is Your Big "Data Strategy" for 2017?

The investment management industry has been leveraging terabytes of data, even before the phrase “big data” got coined. Firms like Bloomberg and Reuters led the first big wave in capital markets. Today, big data is being recognized and packaged in many forms, and comes from various sources: social media, corporate data, consumer data, environmental data, or even industry specific data (shopping, shipping, healthcare, consumer,

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