Solutions
Comvest Partners has selected the iLEVEL Private Capital Data Platform to monitor and analyse portfolio performance.
Comvest Partners is a multi-strategy investment firm based in West Palm Beach, Florida that specialises in providing equity and debt capital to middle-market companies in the US.
Private capital fund managers use iLEVEL to better control performance data for each asset in the portfolio so that the entire organisation can leverage a single source of the truth. This consolidated data can be used to realise trends in investment performance and better explain returns to limited partners, who are looking for an increasing amount
iCapital Network has launched an online marketplace connecting qualified investors with private equity fund managers.
iCapital Network has created a platform that enables qualified investors and their advisors to see over 2,000 private equity funds that are currently raising capital.
Users can search and analyse funds as well as gain access to a subset of funds at low investment minimums through iCapital Private Access Funds.
iCapital’s password-protected, secure platform will be provided free of charge to thousands of qualified investors and advisors, including independent RIA firms, family offices and institutional investors.
iCapital Network provides high net worth
Abacus Group has launched the Abacus Client Portal to give its hedge fund and private equity fund clients greater control and transparency into AbacusFLEX services.
The new service allows clients to quickly access informative data for resources being used for each subscribed service, customise monitoring and alerts, and easily communicate with Abacus Group.
Developed based on customer feedback, the Abacus Client Portal is specifically designed to help investment firms gain full visibility into Abacus private cloud environments. The authorised users from each client can drill down into multiple aspects of their Abacus private cloud to view individual user accounts,
Crowdfunding platform OurCrowd’s portfolio company ReWalk Robotics has completed its initial public offering (IPO) on the Nasdaq.
The company issued 3,450,000 million shares and expects to receive total estimated net proceeds from this offering of approximately USD36.3 million after deducting estimated underwriting discounts and commissions and estimated offering expenses.
OurCrowd members had previously invested USD3.3 million in ReWalk in two separate funding rounds over the past year. OurCrowd had invested alongside leading VCs, such as Pontifax, Israel Health Care Ventures, SCP Vitalife and the Japanese Robotics giant YASKAWA.
OurCrowd's chief executive Jon Medved says: "OurCrowd is proud of
SEI’s Holly Miller (pictured) and Ross Ellis explain the core tenets of establishing a successful middle office…
A survey published by Deutsche Bank in September 2014, entitled From Alternatives to Mainstream Part Two, found that the US alternative mutual fund industry has experienced 38 per cent annualized growth since 2008. The survey predicts that it has the potential to become 6 per cent of the USD15tn US mutual fund industry by 2019; total assets exceeded USD300bn in May 2014.
There are many factors driving convergence between traditional and alternative fund managers; key among them is investor demand for regulated, transparent
In the last few years, operational due diligence on hedge fund managers has taken on the same level of forensic detail as the hit TV show CSI New York. Given that this has coincided with greater institutional allocations, it is entirely understandable; mom and pop’s pension is at risk.
To be sure, no institutional investor can take a punt on allocating to a hedge fund manager, no matter how stellar their track record, if the operational infrastructure in place simply doesn’t meet the required standard. In a report published by Castle Hall Alternatives earlier this year entitled Six Principles of
Cyber security has quickly become a headline risk for hedge fund managers. On 15 April 2014, the SEC issued its Cyber-Security Risk Alert, a detailed 26-point questionnaire that aims to address various elements of a hedge fund’s technical and operational infrastructure to determine how vulnerable it is to cyber attacks and data theft.
This initiative is being driven by the SEC’s Office of Compliance Inspections and Examinations. It will assess 50 individual firms and based on its findings will draft a set of final guidelines for hedge funds to adhere to. This is essentially a way to address ‘technology risk’
New York-based Liquid Holdings Group has developed a real-time risk analytics solution for those who manage multiple accounts, traders or strategies, and as a result require an aggregate view of market and liquidity risks. The new solution, LiquidFIRM (Financial Intermediary Risk Management), is the latest addition to Liquid’s cloud solutions and services.
“LiquidFIRM is unique in that it allows intermediaries to manage both pre-trade compliance and post-trade risk across underlying mangers and strategies. It empowers the intermediary’s risk oversight desk to do things like limit the buying power of certain managers, put fat finger checks in place and so on,
Hedge fund investors are taking a more measured approach to their allocation process. They want to understand the alpha proposition and the risk-weighted return profile of a manager but, as important as market risk is, they want assurances that operational risk is being demonstrably managed.
This is a big challenge for start-up fund managers: how do they get a robust infrastructure in place in a cost-efficient way and remain viable?
“The reality is if you’re a manager launching with USD5-10m it’s very hard to get a demonstrable infrastructure in place that ticks the box,” says Phillip Chapple of KB
“We’ve risen to the challenge to offer a truly integrated risk management approach with APT Enterprise,” comments Laurence Wormald (pictured), COO and head of research, SunGard APT, adding:
“When you have different systems and you’re trying to estimate a VaR number by combining one number from the equity desk with another number from the rates or credit desk, that is a discredited model. During the financial crisis, too many firms discovered how dangerous it was to do that.”
APT Enterprise was launched in London on 25th September around a series of seminars entitled “The Challenges of Integrated Risk Management”.
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
