Solutions
By Mary Beth Hamilton – The new year is upon us so time for predictions, watch lists and resolutions. Here’s our take on some technology trends we see within our client base as well as buzzing across the industry.
Cloud Transformations: Hybrid Grows & Connections Matter
In 2017 hybrid cloud gained traction as companies embraced its ability to combine the benefits of dedicated private environments with on-demand public cloud resources and application sets. In 2018 we expect broader mainstream hybrid adoption for everything from application and infrastructure services to disaster recovery.
With hybrid cloud use increasing, the importance of
Indus Valley Partners (IVP), a provider of technology solutions for alternative asset managers, has enhanced its Cash Master, Price Master, EDM, regulatory, cloud and managed services offerings.
With over USD1.5 trillion of global hedge fund AUM managed using its technology, IVP has also extended its footprint in Direct Lending, CLO, BDC, Private Equity, Real Estate, Infrastructure and traditional asset management segments. Bringing the flexibility of the IVP solution suite to new market segments will allow traditional asset managers the ability to create operational efficiencies that traditional hedge funds have enjoyed and harnessed for years.
IVP Cash Master now features
As investment managers juggle a variety of priorities in order to continue to evolve their business model, trying to balance where to spend operating budget on internal resources versus outsourcing has become a critical consideration. In many ways, the advances in technology and the sheer number of outsourcing providers in the marketplace have given COOs of investment firms much more choice for consideration.
Deciding which tasks to outsource has moved beyond the realm of the back-office into the front- and middle-office. With so many regulatory and investor reporting demands, leveraging outsourced providers with expertise in data management, aggregation, and report
KOGER, provider of the NTAS platform for fund administration and compliance, has completed the rollout to clients of the new SWIFT ISO 20022 standard for investment funds.
“We take pride in being at the forefront of technological change in the industry. We remain committed to working with our clients to ensure a smooth transition to the new standard,” says Ras Sipko, KOGER chief operating officer.
SWIFT is a global provider of secure financial messaging services used by more than 11,000 financial institutions in more than 200 countries around the world. Under contract to ISO, SWIFT maintains two open messaging standards
LRI Group, an independent investment services company, has added six new managers to its UCITS Platform, forecasting approximately EUR12 billion in Assets under Management (AuM) in 2017.
Markets in 2017 have remained volatile and uncertain due to major changes affecting the institutional and alternative management industry, however LRI Group believes that there are still plenty of attractive opportunities for managers during such turbulent times.
The growing appetite of LRI Group’s fund business emerged from an increase in global asset management clients and in particular a stronger global distribution network of investors and asset managers. In addition to the total
The Alternative Investment Management Association (AIMA), the global representative of alternative investment managers, has signed a Memorandum of Understanding (MoU) with the Insurance Asset Management Association of China (IAMAC), a self-regulatory organisation for China’s national insurance asset management industry.
AIMA and IAMAC signed an agreement in Beijing that outlines areas of cooperation and collaboration, including educational programmes and joint events. The MoU further strengthens AIMA’s presence in China and its relationships with China’s asset management industry and its regulators.
In 2014, AIMA signed an MoU with the Asset Management Association of China (AMAC), the self-regulatory organisation for Chinese fund
Two investment management firms have forged a partnership to offer a one-stop solution for ManCo services to its international client base of hedge funds, private equity and real estate funds.
Lawson Conner Group, a leading ManCo, compliance and regulatory outsourcing firm, is teaming up with Fuchs Asset Management, a management company, to expand its ManCo services into Luxembourg. Fuchs Asset Management is the asset management arm of a family-run finance group, located in Luxembourg, Belgium and Switzerland.
The partnership will give Lawson Conner’s clients access to integrated fund solutions and ManCo services in Luxembourg, including Alternative Investment Funds, Undertakings for
CAMRADATA, a provider of data and analysis for institutional investors, has acquired specialist publishing business, Funds Europe Limited – a move that will boost CAMRADATA’s research arm, expand its publishing capabilities and events business and extend its database reach into Europe.
The acquisition will be completed by 14 December 2017 and will see nine editorial, sales and administration staff transfer across and relocate to CAMRADATA’s Leadenhall Street offices in the City of London from their current office.
Funds Europe Limited will continue to be managed by Alan Chalmers, who co-founded the business in 2002, and it will be overseen by
By George Ralph, RFA – As a technologist, it’s apparent to me that the road to success lies with digitisation, but it can be hard to bring a traditional industry into the digital age. The alternative investment industry is one which is still heavily reliant on tried and tested and partially manual processes throughout the front and back office. However, I think we’ve reached a tipping point whereby not digitising, or using technology to best effect is actually harming profits, and increasing the levels of risk that a firm is exposed to.
From a simple improving efficiency perspective, technology can
Technology is playing a pivotal role in how fund administrators support the growing reporting needs of private equity (PE) groups. Those who have both the internal experience to handle PE funds and the technological capability to deliver effective services and reporting, are likely to be the best positioned; especially as more PE groups appoint trusted third party service providers.
The push toward using third party administrators is largely institutional-driven. As investors look to diversify their portfolios, they expect reporting from PE groups to be similar to the reports received from hedge fund managers.
“Increasingly, PE managers are choosing to not
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
