This Week’s Vendor News
NEW & UPDATED PRODUCTS
Yieldstreet is now Willow Wealth. This change reflects the company's evolution and commitment to helping investors build wealth through private markets. Willow Wealth can be found at: www.willowwealth.com ↗
Domos introduces the Domos GP Portal, a new product for streamlining interactions between GPs and their alternative investment funds’ servicers. The Domos GP Portal embeds service providers directly inside your internal workflows, enabling collaboration, standardized processes, and auditability. The Domos GP Portal brings everything together in one workspace designed to enhance fund governance. What is included: 1 = - A unified data hub becoming the single source of truth for GP interactions, 2 - Automated reporting workflows that eliminate manual tasks and reduce operational risk, 3 - A fully integrated investor portal, enhancing transparency and communication, 4 - Digital onboarding with embedded KYC/AML workflows, 5 - Streamlined capital call, distribution and document processes. ↗
iConnections introduces Pipelines, a new CRM built for alternatives. Pipelines is a CRM that lives inside iConnections. Pipelines is a command center for managing every LP and GP relationship before, during, and after events. With Pipelines, users can track every LP and GP interaction, from the initial meeting to follow-up, without leaving the platform. Pipelines keeps your deals, meetings, and follow-ups in one connected workspace. ↗
S&P Global launches WSO Compliance Insights. WSO Compliance Insights is a compliance management solution designed to enhance credit risk management for private credit and CLO managers. This application, available through S&P Global Market Intelligence, utilizes real-time data streaming, enabling users to streamline compliance processes, eliminates batch processing and improves decision-making capabilities. The solution is designed to generate reports that save time and reduce errors – allowing teams to focus on strategic investment decisions. Key features include: 1 - Real-time test visualization: View new test results as they become available, enabling event-driven analysis as holdings and securities change throughout the day. 2 - Hypothetical trade analysis: Leverage real-time data and connectivity to the WSO loan portfolio software to facilitate accurate trade allocation and scenario analysis across CDOs, CLOs, private credit, Separately Managed Accounts and Total Return Swaps. 3 - Cross-deal comparison: Identify and compare compliance issues across multiple assets and deals, with side-by-side test result analysis of multiple data sets to aid efficient reconciliation. 4 - Interactive dashboards: Customizable views with enhanced capabilities provide quick access to key compliance metrics and performance indicators. 5 - Historical reporting: Automated snapshots with report scheduling options provide flexible views of compliance data by effective or execution date. WSO Compliance Insights is available as an app or a fully managed service, with S&P Global Market Intelligence handling compliance obligations as needed. ↗
Novata introduces new Framework Builder & Reporting Workflow. Investors can now tailor frameworks to their strategy, guide portfolio companies through data collection, and deliver complete and accurate reports across their portfolio. Now, Novata brings ESG reporting into one connected workflow so users and their portfolio companies can stop juggling templates, emails, and spreadsheets during reporting season. Novata’s new Framework Builder gives users the flexibility to capture data from portfolio companies. Novata’s redesigned Reporting Workflow for portfolio companies saves time, reduces friction, and builds confidence in the data and calculations relied on. Features of Novata’s new Framework Builder and Reporting Workflow include: 1 - Collect and manage sustainability data in one platform. 2 - Align frameworks with industry standards and organizational goals. 3 - Customize metric guidance, validation rules, and calculation logic to guide portfolio companies’ data collection. 4 - Equip portfolio companies with AI-powered tools, a carbon calculator, and a Data Workspace to save time and reduce errors. ↗
PM Insights launches VALc (Valuation Alignment Learning Calculator). PM Insights’ new display tool utilizes k-means clustering to identify intercompany and sectoral similarities. The PMi team built VALc for clients to tangibly solve for variables of their choosing with context across public and private market data. VALc lets users select multiple axes such as valuation, growth rate, revenue, and other key metrics, and visualize how clusters of companies compare. The engine supports any number of dimensions and includes a calculation layer that can estimate any metric used within the model. ↗
Fundwave creates custom workflows, so users can design a custom workflow with questions spread across pages. Now users can split requests across pages, add context to every section, and create a flow that makes sense for them. With custom workflows companies get titles, descriptions, and a multi-step experience. The result is fast submissions, quality data and less back and forth. Each page can contain: 1 - Metrics / KPIs, qualitative updates and files. This update gives users control over how requests to companies are structured. Users can decide what to include and how it’s presented. ↗
Daloopa will soon launch Scout, an AI Excel agent. Scout was created by analysts for analysts to build, analyze and update models with data infrastructure directly built-in. Scout will provide: 1 - Built in native data layer, powered by Daloopa fundamentals. 2 - Each data point referenced has a link to the source filing, and all calculations, adjustments or forecasts are shown. Scout will officially launch in early 2026. ↗
IQ-EQ launch the IQ-EQ Switch package, a new solution designed to streamline the process for asset managers looking to change their fund service provider. The package is intended to ensure an efficient and cost-effective transition, minimizing operational disruption and maintaining business continuity. Key features of the IQ-EQ Switch package include: 1 - Streamlined onboarding utilizing technology such as MaxComply to facilitate the onboarding process. 2 - Dedicated Teams Access to specialized implementation and data migration teams to manage the transition. 3 - The solution covers all aspects of the transition process, including data migration, compliance, reporting, and investor communication. 3 - A technology-driven approach designed to enhance the overall experience for investors. ↗
LSEG's Post Trade Solutions launches Market Risk Optimisation for FX Options. This new service integrates with LSEG’s FXall, a multibank platform for foreign exchange. Market Risk Optimisation enables market participants to utilize Post Trade Solutions’ optimization technology to trade in and out of market risk, increase liquidity, and reduce transaction costs by unlocking trading opportunities that are not easily accessible via normal execution methods. The process works by analyzing all participant axes across a range of tenors and risks and proposing an optimized set of trades within the client’s specified constraints. The integration is designed to provide seamless execution and processing, reducing operational risk and enhancing efficiency in the FX Options market. ↗
Standard Metrics unveils launches Portfolio-level scenarios. Standard Metics has redesigned how it handles scenarios. Instead of managing them at the company level, they now live at the portfolio level, making scenario analysis fast, clear and scalable. This unlocks: 1 - Portfolio-wide insight: Compare company performance across shared scenarios in one place. 2 - Streamlined analysis: Search and color-code a list of scenarios to spot what matters easy. 3 - Clean exports and version control: Stay organized and consistent without sprawling scenario lists. Portfolio-level scenarios is already live for new users and current users can migrate by reaching out to Standard Metrics. ↗
Dakota introduces new feature in Dakota Marketplace: Email, built directly into your workflow. Now, users have the ability to send emails from their own domain without ever leaving Marketplace. This new feature matters because teams want to move from research to decision to outreach in one place. Switching between tools slows everything down. Now, outreach happens exactly where the insights live. ↗
DEAL ACTIVITY
Majesco enters into agreement to acquire Vitech Systems Group. Combined, Majesco will now serve more than 375 customers including over 100 customers across the L&AH segment and over 275 customers across the P&C segment. The combined product portfolio will deliver value to insurers operating across both the P&C and L&AH market segments. Majesco is a portfolio company of Thoma Bravo, a software investment firm, and Vitech is a portfolio company of CVC, a private markets investment firm. As part of this transaction, CVC Funds will make a minority investment into Majesco to further the company’s growth and innovation. ↗
Kroll acquires Madison Pacific Group. Kroll has successfully completed the acquisition of Madison Pacific, a specialist in corporate trust and agency services headquartered in Hong Kong. This acquisition establishes Kroll’s Agency and Trustee Services practice in Asia Pacific, complementing its European and US service. This acquisition enables Kroll to meet client demand in the Asia Pacific region by delivering its full suite of services across the capital structure. The combination of Kroll’s global platform with Madison Pacific’s regional presence in Hong Kong and Singapore will provide clients with seamless, cross-border and domestic solutions, including the administration of private credit, syndicated loans, debt capital markets transactions and debt restructurings. ↗
Linnovate Partners Asset Servicing Group makes strategic investment for a majority stake in Adansonia Management Services Limited. Adansonia Management Services is a Mauritian offshore management company licensed by the Financial Services Commission. Adansonia brings decades of industry experience, with experience in supporting and facilitating investment flows into Africa. By joining Linnovate, Adansonia gains access to a broad international network, advanced technological resources, and expanded fund service expertise, creating a comprehensive service suite. As part of the transaction, Adansonia will continue operating under its name and structure. ↗
Salesforce completes acquisition of Informatica. The close of the acquisition brings Informatica’s data catalog, integration, governance, quality and privacy, metadata management, and Master Data Management services to the Salesforce platform. This establishes a unified data foundation for agentic AI, and enables AI agents to operate safely and at scale across the modern enterprise. The acquisition enhances Salesforce’s platform by: 1 - Achieving data clarity with Data 360: Informatica will strengthen Data 360, ensuring data from across organizations is unified and trusted. 2 - Delivering complete integration with MuleSoft: MuleSoft, a firm focused on application integration and API management, combined with Informatica’s data integration and governance capabilities will create an end-to-end integration offering. 3 - Elevating Agentforce 360 Platform: Informatica and Salesforce together will provide a data foundation for AI agents to interpret and act on data. 4 - Enhanced insights for Tableau: Tableau users will benefit from enhanced insights thanks to an accessible data landscape. ↗
PARTNERSHIPS & INTEGRATIONS
Fundcraft forms strategic integration with Vestlane. This new partnership delivers an embedded investor onboarding experience within fundcraft’s environment, creating a seamless journey for fund managers and investors who use both fundcraft and Vestlane. The integration eliminates manual tasks and data duplication across systems, allowing fund managers and fundcraft’s service delivery experts to focus on high-value work. Documents and investor data no longer need to be downloaded, uploaded, or copied between portals. Instead, investor profiles and related information on Vestlane are automatically synchronized within the fundcraft platform through a secure connection with Vestlane. This streamlined process ensures data accuracy, consistency, and speed across the entire investor onboarding workflow. This integration is already live and is designed to simplify processes for those existing users and to offer the same seamless experience to future managers adopting both solutions. Managers can now connect their Vestlane accounts within the fundcraft platform, synchronize data or documents for all existing and new investors, and manage investor information from a single platform. ↗
ENTRILIA and qashqade AG enhance partnership to connect fund accounting and carry modeling in one workflow. Now, carry calculations in qashqade update automatically from live data in Entrilia. This partnership provides an integrated workflow that enhances accuracy, reduces manual effort, and gives fund managers and administrators a real-time, transparent view of their economics from accounting through to carry distribution. ↗
Canoe and Prime Buchholz expand partnership to deliver private markets intelligence offering. By connecting capabilities across document collection, validation, and analytics, the partnership eliminates the manual handoffs that can slow alternatives workflows. Investment, research, and data teams use the unified offering to track performance metrics, analyze and project cash flows, and identify exposures across their alternative investments. The unified offering builds on Prime Buchholz’s use of Canoe’s platform to automate document collection and data processing for its approximately 250 institutional clients. Rather than building separate connections to multiple systems, Prime Buchholz invested in Canoe as its standardized data layer. The enhanced Canoe x PrimePlus integration is available immediately to alternative investors at exchange.canoeintelligence.com/prime-plus with onboarding and implementation support coordinated by both firms. ↗
LSEG users will be able to access its cloud-based historical tick data via Google Cloud's BigQuery and Vertex AI platform. This integration enables financial institutions to apply AI and machine learning technology directly to LSEG tick history data available on Vertex AI, providing users with actionable intelligence to inform trading and risk management. With Vertex AI, LSEG delivers several advantages to users with access to LSEG tick history on Google Cloud: 1 - Accelerated processing: Queries that once took hours can now be executed in seconds, enabling fast iteration and timely market responses. 2 - Agentic AI adoption: Users can apply reasoning and intelligence to derive new insights with AI agents that are grounded in historical data and unified proprietary data. 3 - Low operational costs: BigQuery offers efficient data scanning and compute optimization to drive cost savings, eliminating the need for on-premises AI infrastructure. 4 - Accessibility: Natural language interfaces and transparent SQL outputs make analytics accessible to both technical and non-technical users. 5 - Scalable AI adoption: Financial firms of all sizes can deploy AI-driven analysis without requiring large-scale infrastructure or manual data wrangling. ↗
Broadridge and Xceptor partner to enhance global tax reclaims and asset servicing operations. This collaboration will offer a unified digital platform automating the global tax relief and tax reclaim lifecycle. With this partnership, Xceptor Tax will be integrated with Broadridge’s Global Tax & Client Reporting Solution to create an end-to-end solution for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filing. Broadridge and Xceptor are creating a unified offering that connects data, documentation, and decision-making across the global tax and asset servicing lifecycle. Built on Broadridge’s integrated platform technology and Xceptor’s platform, the combined solution enables ease of connection and integration with existing systems. Through automated data flows, centralized documentation, and regulatory updates, users can identify Relief at Source and Tax Reclaim opportunities, monitor eligibility, and manage tax documentation. These new features will help firms achieve quick reclaim processing, reduce operational risk and costs, and maintain compliance across multi-market tax processes and global regulatory regimes. ↗
SS&C ALPS Advisors and TIFIN unveil new donor-advised fund program. Designed for asset managers, family offices and advisors, the program enhances philanthropy and gifting into tools for deepening client engagement and future-proofing investment strategies. The solution helps wealth managers, family offices and advisors redefine the role of philanthropy and gifting within their clients’ investment strategies. Donor-Advised Funds simplify charitable giving, enabling donors to achieve their philanthropic goals with minimal complexity and maximum impact. By combining tax efficiency with digital tools and AI-driven insights, DAFs make it easy to contribute, invest and grant. ↗
NEW CLIENTS
Lifeline Ventures chose fundcraft for its latest €400M Fund VI in Luxembourg. Lifeline Ventures, the Helsinki-based early-stage venture capital firm, has chosen fundcraft to provide digital fund operations for its new €400 million Fund VI. For this new structure, fundcraft will serve as central administrator, providing full back-office infrastructure and operations including KYC, capital calls, and reporting, while enabling Lifeline’s teams to initiate and oversee workflows directly on the platform. Lifeline will act as AIFM, leveraging fundcraft’s platform and processes to enable a seamless investment experience and enhanced operational efficiency. ↗
Morgan Stanley Wealth Management will leverage iCapital’s technology to standardize trade workflows and enhance data transparency for subscription onboarding of alternative investment funds. This integration enables seamless automation of subscription document review and remediation between Morgan Stanley, General Partners and Fund Administrators. Leveraging iCapital’s DLT, the trade experience becomes more efficient, transparent, and scalable. DLT establishes a standardized data model to connect stakeholders across the ecosystem, which reduces manual reconciliations and improves data fidelity. ↗
ClearToken adopts Nasdaq Eqlipse Clearing to enhance capital efficiency in digital asset markets. ClearToken has adopted Nasdaq Eqlipse Clearing to support the development of its new clearing and settlement service for digital assets. The technology serves as a multi-asset clearing and risk platform for both traditional and digital markets. ClearToken will first launch a digital settlement service, CT Settle, supporting delivery-vs-payment and netting for digital assets and fiat currencies, including cryptoassets and stablecoins. ↗
Coatue Management joins SUBSCRIBE platform for private wealth products, streamlining investor onboarding and subscription processes for financial advisors. By leveraging SUBSCRIBE’s platform to deliver its wealth solutions, Coatue can eliminate operational frictions for investors when allocating to private market funds and provide efficiencies for wealth partner firms, advisors, and the end investor. ↗
Societe Generale completes first digital bond issuance in the US using Broadridge’s new tokenization capability. The digital bonds were registered by Societe Generale-FORGE, the subsidiary of Societe Generale dedicated to digital assets. Broadridge’s tokenization capability enables firms to issue, trade, and manage securities in digital form with embedded privacy, credential management, and direct investor ownership capabilities. Broadridge and Societe Generale-FORGE used IntellectEU’s Catalyst Blockchain Manager to operate their nodes on the Canton Network. ↗
Innocap picks SimCorp’s Axioma Risk to support its Dedicated Managed Account Platform. Innocap will continue to use SimCorp's Axioma Risk to enhance risk analysis for institutional allocators using the Innocap Dedicated Managed Account Platform. Innocap uses SimCorp's Axioma Risk for risk analysis purposes, to provide risk monitoring, stress testing and scenario analysis to assess portfolio resilience, and enhanced transparency into direct holdings and underlying exposures. By accessing their alternative investments through the Innocap DMAP, institutional investors can implement their own compliance rules, reduce funding costs, and achieve better capital efficiency.tellectEU’s Catalyst Blockchain Manager to operate their nodes on the Canton Network. ↗
Balderton Capital selects 73 Strings to power their portfolio monitoring and reporting infrastructure. Balderton Capital is a London-based venture capital firm, that invests in early and growth-stage European technology companies. ↗
Syverson Strege picks SEI to enhance financial planning experience. Syverson Strege is a fee-only financial planning and investment management firm managing $1 billion in assets under management and headquartered in West Des Moines, IA. Syverson Strege has selected SEI to help advance its vision and strategic growth initiatives. The combination of SEI’s strategic support and integrated ecosystem will help Syverson Strege enhance its operational efficiency and client experience. Through SEI’s Wealth PlatformSM, Syverson Strege will gain access to: 1 - Integrated custody and technology to streamline operations and reduce administrative complexity. 2 - Investment management and portfolio solutions tailored to client needs. 3 - Advanced planning capabilities to support tax optimization, income strategies, and long-term financial wellness. With this transition, Syverson Strege will migrate its assets to SEI’s platform and leverage SEI’s Business Transition team to ensure a smooth onboarding process. The firm’s clients can expect enhanced digital experiences, planning insights, and access to SEI advisors. ↗
SOLVE and Charles River Development partner to deliver integrated fixed income pricing for investment managers. SOLVE is a market data platform provider for fixed-income securities. This partnership integrates SOLVE’s fixed income and predictive pricing capabilities with the Charles River Investment Management Solution. The integration enables joint fixed income clients to access SOLVE’s market and predictive pricing data within Charles River IMS, enhancing visibility and efficiency across trading and portfolio management workflows. By embedding SOLVE’s datasets, traders and portfolio managers will be able to monitor pricing in real-time and capitalize on opportunities quickly. The SOLVE products that this collaboration will allow Charles River clients to access include: 1 - SOLVE market data: Clients can leverage over 24 million daily quotes to create a complete view of the market. 2 - SOLVE Px Predictive Pricing: Delivers machine learning-based pricing predictions across multiple fixed income asset classes, including more than 250,000 corporate and over 1.1 million municipal bonds. 3 - BWIC Monitoring: Enables traders and portfolio managers to monitor bids wanted in competition activity for informed pre-trade analysis. By unifying these data sources within Charles River IMS, clients reduce manual data handling, streamline analysis, and make pricing decisions supported by both contributed and AI-generated insight. ↗
RavenPack partners with Preqin. Through this partnership, Preqin’s private markets intelligence is available on RavenPack’s Bigdata.com. This collaboration combines Preqin’s coverage of private markets, across private equity, venture capital, private debt, real estate, infrastructure, and hedge funds, with Bigdata.com platform. Through Bigdata.com, financial professionals can query and analyze Preqin’s private markets data alongside public market intelligence within a single environment. The platform’s research app and APIs for research, search, and knowledge graph access make private markets data discoverable and actionable for institutional investors. The integration is available to clients with active Preqin licenses, with new users being able to request trial access through the partnership program. ↗
S&P Global accelerates private markets data access with iLEVEL Snowflake integration. S&P Global has launched its iLEVEL Snowflake integration, a no-code solution that is designed to enable private markets investors to extract raw datasets from S&P Global's iLEVEL portfolio monitoring platform directly to their Snowflake environment. The new iLEVEL Snowflake offering enhances decision-making capabilities for private markets investors by enabling them to analyze iLEVEL data alongside other datasets within their Snowflake environment. By minimizing technical barriers and reducing time-to-insights, the integration empowers firms to make informed investment decisions through analysis of data sources, while freeing up development teams to focus on high-value strategic initiatives. The integration leverages Snowflake's data sharing to facilitate access and collaboration. Users receive all historical iLEVEL data during initial setup, with subsequent syncs refreshing datasets with new updates. Users can monitor sync status through iLEVEL's activity log and directly within Snowflake. ↗
Northern Trust selected by Osmosis Investment Management Netherlands to provide middle office servicing. Northern Trust has been appointed by Osmosis Investment Management NL B.V. to provide middle office support including investment operations outsourcing, collateral management and currency management. Osmosis NL is a sustainable fixed income asset manager based in the Netherlands. ↗
OFFICE & PERSONNEL
Addepar adds Peter O'Brien as Chief Revenue Officer and Janeen A. France as its first Chief Client Officer. As Chief Revenue Officer, O'Brien will lead Addepar's global revenue organization, encompassing sales, marketing, partnerships and market development to drive the company's next phase of growth. O'Brien will focus on deepening market penetration, strengthening strategic alliances and expanding access to Addepar's platform for investment professionals worldwide. Based in Europe, O'Brien becomes Addepar's first C-suite executive in the region. O'Brien most recently served as Global Head of Growth and Partnerships. As Addepar's inaugural Chief Client Officer, France will spearhead the global client strategy, overseeing all client-facing engagement functions. France, who has been with Addepar for nearly six years, most recently was Senior Vice President, Head of Go-To-Market Strategy & Operations. Prior to that, France built and led Addepar's global client management and success teams during a period of Addepar's growth. Before joining Addepar, France held leadership roles at HighTower Advisors and J.P. Morgan Private Bank, where she built and scaled client-first organizations. ↗
FundGuard appoints Simon Behan as Chief Commercial Officer. As CCO, Behan will oversee and drive all commercial functions of the company’s operations, and join the executive leadership team. Behan brings nearly 30 years of senior leadership experience across fund administration, global custody and investment operations technology. He has held commercial leadership roles at Finbourne Technology, Ocorian, Virtus Partners, Deutsche Bank and BNYM where he led global go-to-market teams serving large investment managers and asset servicers. ↗
73 Strings appoints Michael Kostadinovich as Chief Technology Officer. Kostadinovich brings more than 20 years of experience scaling fintech and SaaS firms from Series B to unicorn status. ↗
Eric Gilpin appointed as G2’s President of Go-to-Market (GTM). This new role unifies G2's marketing and revenue teams under one leader. Creating a unified GTM team under Gilpin's leadership will help G2 deliver a consistent experience to its users, while ensuring everyone is working from the same set of data and intent signals. Gilpin joined G2 in September 2023 as its Chief Revenue Officer, with over 20 years of experience leading global sales and partnerships in marketplace businesses. ↗
Northern Trust appoints Andrew Sepiol as Senior Solutions Development Executive for Liquidity Solutions. Sepiol is now responsible for developing Northern Trust's Liquidity capabilities. Sepiol has been with Northern Trust for almost nine years and was most recently a Senior Vice President - Liquidity Strategy. ↗
Baer Pettit to retire as President from MSCI. MSCI announced that C.D. Baer Pettit, President and Chief Operating Officer, and a member of the Board of Directors, has informed the company that he will retire next year after more than 25 years in senior leadership roles. Pettit will continue to serve as President and a Director until March 1, 2026, and will remain as an advisor to the company for a period of time to provide a smooth transition. Pettit joined MSCI in 2000 and has served in numerous senior leadership roles, including heading Client Coverage, Marketing and Index. He was appointed COO in 2015 and President in 2017, overseeing all products and operations, and he joined the Board of Directors in 2023. Following Pettit’s retirement, Fernandez will reassume the President role, in addition to his roles as Chairman and CEO. MSCI also announced senior leadership changes that will accelerate growth in new client segments, enhance product innovation, and expand operational scale and efficiency. Alvise Munari has been appointed Head of Client Segments, in addition to his role as Chief Product Officer. Munari has been with the company for 10 years and previously served as Chief Client Officer. In his new role he will drive expansion of the firm’s products for new use cases and client segments. Jorge Mina has been appointed Chief Operating Officer, in addition to his role as Head of Analytics. As COO, he will lead the company’s integrated operations across all products and functional areas. Mina has been with MSCI for over 25 years. ↗
StepStone Group opens office in Madrid. As StepStone’s ninth office in Europe, this opening marks a new milestone in the firm’s expansion across Europe. The office will be managed by Guglielmo Russo Walti, Iberian Regional Lead, Business Development and Client Relations. ↗
VENDOR RESEARCH & WHITEPAPERS
DiligenceVault has a new blog, "3 Dashboard Mistakes Diligence Teams Should Avoid". DiligenceVault feels that small teams win by staying focused, automating data collection, and embedding dashboards into existing workflows. Large teams win by building around stakeholder context, investing in data quality, and establishing clear ownership. In this blog, DiligenceVault goes over six dashboard mistakes that teams should avoid. ↗
Anduin has a new blog, "Staying Connected After Capital Deployment: Why Post-Close Engagement Matters". Anduin feels that the post-close period determines LP retention and the stakes of poor post-close engagement are higher than most GPs realize. In this blog, Anduin states "The question isn't whether you need better post-close engagement. The question is how quickly you can build it." ↗
AWARDS
Juniper Square wins Global Custodian's "Fund Services One to Watch" award at the Industry Leaders Awards. Additionally, RBC Investor Services and FundGuard were awarded Fund Services Partnership of the Year and Broadridge won Innovation in Global Custody Technology. ↗
The Winners of the Funds Europe Awards have been announced. Winners from PE Stack's Vendor Profiles include:
European FundsTech Provider of the Year – Core Operations & Infrastructure - Sonata One
European Transfer Agent of the Year - Northern Trust
European Fund Administrator of the Year - Northern Trust
Institutional Digital Asset Infrastructure Provider of the Year - Northern Trust
Equities Fund Manager of the Year - J.P. Morgan Asset Management
European ETF Provider of the Year: Active ETF - J.P. Morgan Asset Management
European Asset Management Firm of the Year (€1 trillion+ global AUM) - J.P. Morgan Asset Management
Congratulations to all the winners! ↗
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