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Solutions

Announcement

BB&T Securities Selects CAIS to expand alternative investment access for advisers

BB&T Securities has selected CAIS to bolster its range of alternative investment offerings and can now offer access to hedge funds, private equity and debt, real estate and other non-traditional investment strategies to its financial advisers.  “BB&T Securities’s adoption of CAIS demonstrates our platform’s flexibility to serve wealth management firms

Announcement

Inverewe Capital adopts Linedata’s integrated technology and support services

Linedata, a provider of credit and asset management technology, data and services, is to operate an integrated technology and services solution in Europe for London-based Inverewe Capital, a credit-focussed global investment manager.  This expands Inverewe Capital’s relationship with Linedata, allowing the firm to leverage Linedata’s holistic offering to streamline and

Bill Prew, Indos Financial

Independent depositary firm INDOS Financial creates ESG service

Independent depositary firm INDOS Financial is now offering a new ESG oversight service, which will be led by Matthew Queree, the company’s newly-appointed Head of ESG Oversight. INDOS Financial, now has USD28 billion of assets under its oversight, plus a further USD16 billion over which the 32-strong firm performs money

Risk management 2017

Seven steps to create a business continuity plan

By Amanda Daly, EzeCastle Integration – When confronted with unexpected business disruptions, alternative investment firms must react swiftly, methodically and successfully or else risk significant financial loss. This level of response requires extensive business continuity planning to ensure allspects of a firm’s business are evaluated and protected. In this blog, we will help

Bain Capital Specialty Finance files registration statement for IPO

Bain Capital Specialty Finance (BCSF), a business development company managed by an affiliate of Bain Capital, LP, has filed a registration statement with the Securities and Exchange Commission (SEC) relating to a proposed initial public offering of its common stock.   BCSF is expected to list its common stock on

EdtechX Holdings makes Nasdaq debut

EdtechX Holdings has made its debut on the Nasdaq, becoming the world’s first education and education technology SPAC (Special Purpose Acquisition Company). EdtechX Holdings, headquartered in London, intends to build an industry-leading platform of next generation education and training businesses through the targeted acquisition, consolidation and development of companies that

James Williams, Hedgeweek

Orchestrating data analytics to enhance the investor experience

James Williams, managing editor at Hedgeweek, assesses how data analytics techniques can be used to personalise client experiences for investment managers. The amount of data is growing exponentially. According to IDC, there were 16.3 zettabytes of information generated in 2017 alone; one zettabyte is 1 billion terabytes. However you cut

Announcement

Eze Castle launches an educational series for cybersecurity awareness month

You may have read in our recent blog posts that October is National Cybersecurity Awareness Month. Of course, at Eze Castle Integration, we love to talk about IT security for alternative investment and professional services firms. To participate in National Cybersecurity Awareness Month, Eze Castle Integration is launching a Cybersecurity

Announcement

Ultimus joins North American Fund Administration Association

Ultimus Fund Solutions is the latest firm to join the The North American Fund Administration Association (NAFAA), a representative group for the alternative investment fund administration industry. “With the recent acquisition of Woodfield Fund Administration, Ultimus has broadened its mutual fund administration services to include alternative investment funds and we

Events

12 November, 2026 – 5:00 pm

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