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Solutions

Partners Group Selects thinkFolio by IHS Markit

Business information provider IHS Markit (Nasdaq: INFO) today announced that Partners Group, a EUR62 billion global private markets investment manager, has selected IHS Markit’s thinkFolio as its cross-asset order management and portfolio modelling system. The platform will be delivered as a managed service with IHS Markit hosting the thinkFolio software

Olivia Munro, Eze Castle Integration

12 steps to prepare for an upcoming tech and cyber audit

By Olivia Munro, Eze Castle Integration – All too often we hear from firms before a IT and cybersecurity audit asking what they can do to make the audit process go as smoothly as possible. Fortunately, there are steps you can take to ensure a stress-free audit. In this two-part blog

Mary Beth Hamilton, Eze Castle Integration

Here’s how to avoid IRS phishing scams during tax season

By Mary Beth Hamilton, Eze Castle Integration – As 17 April (US) and 30 April (Canada) near, cyber scammers are pulling out all their tax scams to trick consumers and capitalise on the flurry of activity. Our friends over at Proofpoint say that this time of year, [they have] tracked

Strategic advisory firm KAP Group launches private equity boot camps

KAP Group is aiming to help both emerging and established private equity fund managers communicate effectively with institutional investors with the launch of the KAP Private Equity Boot Camps educational programme. The first Boot Camp module, Sell Your Story, will include six highly interactive webinars, delivered over three months, designed

Cybersecurity

Koger enhances compliance software for complete financial crime prevention

Koger has enhanced its compliance technology to provide a comprehensive tool for financial crime prevention.  The company’s KURE software handles all aspects of Anti-Money Laundering and Know Your Client (AML/KYC) due diligence, as well as complete Customer Lifecycle Management (CLM). Koger provides software for investor services, compliance and business process

William Kelly, CAIA

OppenheimerFunds teams with CAIA

OppenheimerFunds has partnered with the Chartered Alternative Investment Analyst (CAIA) Association to develop specialised alternative investment training for the firm’s client engagement teams and further serve the needs of high net worth (HNW) clients. In October 2017, OppenheimerFunds announced a joint venture with The Carlyle Group to provide global private credit

Thomas Nieman, SALI

Long Ridge Equity Partners invests in SALI Fund Management

SALI Fund Management, a specialist in the creation and administration of Insurance Dedicated Funds (IDFs), has secured a growth capital investment from affiliates of Long Ridge Equity Partners LLC. Proceeds from the financing will be used to further invest in growth initiatives and to provide partial liquidity to retired shareholders

Baum Capital Partners selects PEF Services for fund administration

Baum Capital Partners (BCP), a private investment firm that provides equity capital and strategic resources in support of dynamic companies in the lower middle market, has selected PEF Services to provide operational and fund administration services. Working in close partnership with entrepreneurs and managers, BCP invests in technology-enabled and service-based

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12 November, 2026 – 5:00 pm

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