By Dinesh Shahstri, OpEff Technologies – Investment managers today expect more from their service providers, driven by the need to keep operations lean. To meet these demands, many are achieving success by: using technology to automate back office and portfolio reporting functions; and leveraging outsourced services to fill gaps where

Consilium – Ongoing geopolitical and regulatory changes in the UK present new challenges that require strategic consideration and tailored insurance solutions.

By Caitlin Pentifallo (pictured), Head of ESG Metrics and Regulations at Novata – If there ever was a sign that the conversation around ESG investing has gone mainstream, the recent story direction on the popular HBO Max show Industry is a clear indicator. In the latest episodes, ESG investing has

Impetus transforms the lives of young people from disadvantaged backgrounds by providing the support they need to succeed in school, work and life. They do this by finding, building and funding high-potential charities.

By George Teixeira (pictured), CPA, MST, Tax Partner, Anchin – The Qualified Small Business Stock (QSBS) Exclusion, a vital provision for founders, investors, and employees of small businesses, offers a significant tax advantage by exempting capital gains tax on qualifying stock. This exemption is available to each qualifying shareholder of

In private markets, carbon considerations have quickly become a critical aspect of investment decisions. Steve Cain (pictured), Senior Manager of Services at Novata, breaks down how investors can benefit from tracking financed emissions, challenges with calculation, and advice for getting started.

Fund finance is witnessing exponential growth, but this comes with escalating operational requirements for sponsors and lenders as they scale these facilities. Sumit Gupta, Co-Founder and Managing Director of Oxane Partners – named New Solution of the Year at the Private Equity Wire European Credit Awards for its leverage facility

Consideration of ESG factors is not new to private equity. While in the past firms predominantly integrated ESG factors from a risk management perspective, ESG is now widely seen for its potential to drive value creation. Danesmead ESG’s Harriet O’Brien discusses three ways integrating ESG into your strategy can create