Solutions
First Reserve has selected the iLEVEL Private Capital Data Platform to streamline its portfolio data collection process and to manage the performance data of its portfolio of energy assets.
First Reserve is the largest global private equity and infrastructure investment firm exclusively focused on energy, with operations spanning the energy spectrum from upstream oil and gas to midstream and downstream, including resources, equipment and services, and infrastructure.
“We have been in the market for a long time for a system that could handle our complex and vast portfolio of energy-related companies. Our investment process relies on numerous data points,
Today’s prevailing narrative is quite simple: heightened demands for a transparent view of investment risks are putting considerable pressure on private equity and real estate fund managers, and their service providers.
In short, risk transparency is becoming a key requirement which managers need to address. This is not that easy when one considers the complex structure of private equity and real estate funds and the illiquid non-tradeable nature of the underlying assets. The complexity of data needed to meet various global reporting regimes is a challenge. Indeed, the much talked about Solvency II regime in Europe is merely one cog
NICE Actimize has partnered with Alacra to integrate Alacra's customer onboarding and Know-Your-Customer tool, Alacra Compliance Enterprise (ACE) and Alacra's Reference Data Platform, into NICE Actimize's Customer Due Diligence (CDD) anti-money laundering solution.
Powered by Alacra and supported by NICE Actimize's extensive experience in providing anti-money laundering solutions, the NICE Actimize CDD solution will offer seamless integration with third-party data providers to allow financial institutions to easily identify and manage the investigation processes of high risk customers by leveraging external data sources to offer enhanced real-time data investigations.
The joint solution will proactively monitor the latest breaking news, as well
Pacific Fund Systems (PFS) has delivered an automated AIFMD Annex IV reporting solution in the latest release of its PFS-PAXUS fund accounting and share registry software platform.
The solution, which is fully integrated into PFS-PAXUS, facilitates the automated generation of an XML file in ESMA format for submission to local regulatory authorities.
This new reporting capability adds to the existing suite of regulatory reporting functionality in PFS-PAXUS.
James Eldershaw, a director of PFS, says: “After consultation with a number of our clients we learnt that they are being approached by their fund manager clients to aggregate and compile
Preqin looks in detail at investors’ allocations to real estate to assess how they are changing, and how, in light of current investor sentiment, these allocations may be impacted in the coming years.
Institutional confidence in real estate has increased significantly in 2014. The Preqin Investor Outlook: Real Estate, H2 2014, Preqin’s most recent study of institutional investors in real estate, demonstrates that many investors plan to increase their allocations over the longer term as a result of increasing satisfaction with returns.
Allocations
Investors’ average current and target real estate allocations have slowly increased, with the average current allocation increasing from 6.7% of total assets under management
FlashFunders has launched a no-fee, online equity funding platform aimed at helping start-ups raise capital efficiently, while also opening up access to start-up investing for accredited investors.
Founded by Europlay Capital Advisors, law firm Stubbs Alderton & Markiles, and co-founders Vincent Bradley and Brian Park, FlashFunders' platform helps entrepreneurs navigate complex SEC regulations and offsets costly legal fees, while giving accredited investors unprecedented access to start-up investment opportunities.
FlashFunders provides a turnkey solution for raising capital and a marketplace where entrepreneurs can connect directly with accredited investors across the globe.
FlashFunders ensures all investors are accredited and that
eFront, a software provider of financial solutions for managing alternative investments, has extended its partnership with international technology consulting firm Methys, naming it the integrator for all eFront solutions in Africa.
The two companies will build on the partnership’s successes implementing eFront solutions throughout Africa to bring regional customers technologies, market leadership, local expertise, hosting and value-added services.
eFront began its partnership with South Africa-based Methys in 2012 and, during that time, the two companies have collaborated on seven projects in South Africa and throughout the continent.
“eFront and Methys have a long professional history together, based on
Pershing Square Holdings (PSH), a closed end fund that is an active investor and owner of large minority stakes in North American, large-capitalisation public companies, has listed on Euronext’s Amsterdam market.
PSH was listed through the admission to trading of 250,253,351 public shares on Euronext Amsterdam.
The admission of these shares follows a USD2,73 billion placement of new shares issued by Pershing Square Holdings Ltd to non-US institutional and professional investors. The placement may raise capital of up to USD3 billion if the over-allotment option is exercised. The admission and issue price of Pershing Square Holdings Ltd shares was set
Ogier in the British Virgin Islands (BVI) has advised DT Asia Investments Limited on its initial public offering of 6,000,000 units on Nasdaq, raising USD60 million.
DT Asia Investments Limited is a BVI incorporated special purpose acquisition company (SPAC) formed for the purposes of engaging in a business company with one or more businesses.
Whilst not limited to a particular industry or geographic region, the intention is that DT Asia Investments Limited will focus on businesses which have their primary operations located in Asia, with an emphasis on China.
Ogier acted with New York based firm Ellenoff Grossman
Jill Calton (pictured) is a managing director of the Alternative Investment Services division at UMB Fund Services. Over the past 12 months, the firm, which currently administers just north of USD31bn in alternative investment assets, has seen increasing inflows into credit strategies and private equity funds; particularly the latter.
“We have several existing private equity clients that are entering new deals and launching new vehicles. We’ve also taken on a few fairly large private equity groups this year who have rotated out of other administrators. In addition, an increasing number of private equity managers who previously did fund administration internally are
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
