PE Tech Report

White papers

Clients are increasingly using alternative data in asset manager M&A, says eVestment

Investment professionals, financial executives and mergers and acquisition execs are increasingly using ‘alternative’ data to obtain a competitive edge. Satellite images of shopping centre parking lots, trucking schedules, mobile phone usage patterns and more can offer insights that create an edge in finding investment opportunities, vetting acquisition targets and closing

Sameer Shalaby, HazelTree

Institutional investors drive treasury operations excellence, says Hazeltree

Treasury operations due diligence is expanding well beyond the historical focus on cash controls, and now includes a more evolved and optimised manager’s treasury function. This is not only essential to minimising counterparty risk, but also key to reducing costs and adding incremental yield. That’s according to a new white

Northern Trust Peter Cherecwich

Transparency in alternative assets requires ‘collaborative partnership’ between investors and asset managers, says Northern Trust

Northern Trust has released a white paper outlining key steps investment managers and investors can take to potentially achieve greater transparency in alternative investments such as hedge funds, private equity, infrastructure, real estate and natural resources. The paper, ‘Alts Transparency: Finding the Right Balance’, is a follow-up to an industry-wide

John Alshefski, SEI

Tapping in to the USD7 trillion US defined contribution market

For non-US fund managers wishing to tap into the US retirement marketplace, setting up a Collective Investment Trust (CIT) could be an attractive proposition, given the growth of defined contribution (DC) assets. Thanks to their ease of set-up, speed to market, and share class flexibility, CITs are enjoying a renaissance

Steve Irwin, Northern Trust

The importance of being liquid

Much like a brooding teenager, cash has become a high maintenance asset class as a result of events over the last few years. Whether it is finding liquidity to put to work for new investment strategies (or, for that matter, support existing ones in terms of collateral management) or looking for

M&A ‘to create largest competitive re-alignment in asset management history’

The industry is likely to experience the largest competitive re-alignment in asset management history through merger and acquisition activity from 2017 to 2020, according to a whitepaper from asset management strategy consultancy Casey Quirk, a practice of Deloitte Consulting.   According to its new Investment Management M&A Outlook, “Skill Through Scale? The

Lauri Martin Haas, CalALTs

CalALTs white paper sets out best practices for hedge and private equity funds

The California Alternative Investments Association (CalALTs), whose members include alternative asset managers, investors and service providers in California, has issued a white paper on best practices for hedge fund and private equity operations. Operational due diligence has played a more pivotal role in the hedge funds and private equity firms

Sovereign wealth funds move to private markets and emerging markets

Two new white papers from State Street Corporation and the International Forum of Sovereign Wealth Funds (IFSWF) reveal changes in asset allocation among sovereign wealth funds (SWFs) over the past three to five years. The studies reveal shifts that include a significant increase in allocations to private markets (private equity,

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05 June, 2024 – 8:30 am

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