Category: Articles
-
Building the right management company technology architecture
This is Part 2 of a Management Company Operations series. Modernizing management company operations starts with a critical understanding: no…
-
Practical AI use cases for pension funds
While there are widespread examples of use cases for AI, this paper highlights three forward-looking AI applications that are being…
-
Isn’t strategy only done in-house?
‘Companies outsource something for one of two reasons: either they can’t do it or they don’t want to.’ This was…
-
Implementation success: A guide to implementing a valuations platform
This is part-3 of a Valuations series Introduction Private markets firms are increasingly turning to valuations technology platforms to drive…
-
The regs are going to get you: Navigating SEC compliance challenges for publicly traded investments
Publicly traded fund reporting compliance is a high-stakes challenge. Miss a step, and the SEC’s going to get you tonight…
-
Beating the breaks: Modernizing managers’ reconciliation models
Unreconciled data is a silent threat to asset managers. When positions, cash, or transactions don’t match across systems, the result…
-
Investing in knowledge can pay marketing dividends
Marketing falls into two primary categories: direct and indirect. Given that this article is written by a marketing consultancy for…
-
The 5 capabilities modern EPM platforms must deliver to stay competitive
The business world is no longer operating on predictable cycles. Whether it is private equity firms reacting to volatile markets,…
-
Global workforce strategy design (Part 1 of 3)
In today’s world shaped by global interdependence and advancements in technology, workforce strategy plays a pivotal role in faring well…