Solutions
Infradebt, an Australian infrastructure debt manager specialising in customised investment strategies, has chosen SS&C's asset management platform.
Infradebt will use SS&C for the position-keeping, valuation and accounting for both traditional and non-traditional asset classes including infrastructure and complex debt instruments.
The new technology infrastructure will automate processes, reduce costs and provide flexibility and support for the firm's next phase of growth.
"After a comprehensive review of the market for a solution, SS&C stood apart from the rest and thorough testing showed they could support our requirements," says Alexander Austin, chief executive officer, Infradebt. "We were impressed with the
Castle Hall Alternatives has launched OpsDiligence, an online platform allowing investors to build due diligence programmes across all asset classes, including hedge fund, private equity and long only portfolios.
“OpsDiligence offers a new solution to the challenges of investor due diligence,” says Chris Addy, Castle Hall’s president and chief executive. “As the operational due diligence process has matured, investors now require a flexible, risk based approach, coverage across all holdings, irrespective of asset class, and a far more sophisticated technology platform. OpsDiligence delivers across all these criteria.”
The foundation of OpsDiligence is OpsData. Castle Hall populates the OpsData online
Private equity firm McCarthy Capital has selected the iLEVEL Private Capital Data Platform to streamline its portfolio company data collection.
McCarthy manages more than USD900 million of committed capital in a mix of growth equity investments, recapitalisations and management buyouts.
iLEVEL enables fund managers to automate performance reporting from portfolio companies and establish a single source of truth that can be used for portfolio reporting, valuation, regulatory reporting, fundraising and investor reporting.
“At McCarthy, we grow businesses in partnership with the management teams of a diverse set of portfolio companies,” says Teri Mercer, director of finance at McCarthy
Linedata has released a new version of its transfer agency software Linedata Mshare, which is designed to address client concerns over both regulatory compliance and how to attract new business.
This release includes FATCA withholding tax capabilities, Anti-Money Laundering (AML) updates and enhanced private equity functionality.
The new release of Linedata Mshare ensures that its clients are regulation-ready with its automated FATCA withholding tax capabilities and AML updates, two areas of regulation that impact significantly on transfer agents, fund administrators and the investment market as a whole. It also enables Linedata’s clients to expand their own client base beyond
The exponential growth of Big Data will trigger a sharp rise in UK financial services firms being investigated, and potentially fined, by regulators, according to Data-as-a-Service provider Anomaly42.
The warning follows a string of high-profile cases of international banks facing multi-million pound fines for breaking AML (anti-money laundering) rules and sanctions violations.
Soon, however, this heightened level of forensic investigation by legislators and regulators globally is set to cascade down through the financial services sector as a whole — and affect even the smallest firms.
Big Data platforms are increasingly being used by regulators to automate the process of
Wexford Capital has selected SS&C GlobeOp to provide an expanded suite of services including middle- and back-office, regulatory reporting and investor solutions for the firm’s private equity funds and hedge funds.
Wexford, headquartered in Greenwich, Connecticut, manages over USD4 billion in assets.
SS&C GlobeOp previously delivered various back-office services to support Wexford's hedge funds. The terms of the revised agreement will allow Wexford to leverage many of SS&C's capabilities to act as an outsourced operational, middle- and back-office provider and fund administrator. SS&C will hire a number of Wexford employees to augment the team that will service Wexford.
Euronext UK Markets Limited has been declared a Recognised Investment Exchange (RIE) by the Financial Conduct Authority (FCA).
Euronext UK Markets will operate Euronext's London market, the aim of which is to attract international issuers looking to list in the UK capital while enjoying access to Euronext’s regulated, liquid and transparent markets.
Euronext’s London market enhances the visibility and prominence of its continental European listing and trading venues, while complementing Euronext’s other European securities markets. It offers international issuers the opportunity to list shares and depositary receipts on the Official List of the UK Listing Authority on a market
Private equity firm MarginXL Capital Partners has been accepted into the SAS Alliance, a programme that seeks to establish relationships with key industry, solutions and specialised implementation partners of SAS software and solutions.
MarginXL Capital seeks to address a sizeable gap in middle market operational private equity investing, namely to harness and exploit the explosion of data and to generate insights from that data to improve profits and investment returns.
"We are thrilled to be announcing our new relationship with SAS today," says George Stelling, managing partner at MarginXL Capital Partners. "We've used SAS software extensively in our careers as
IT service company Virtusa Corporation’s CSalt solution now integrates with Investor Analytics’ risk platform to streamline and simplify Alternative Investment Fund Managers Directive (AIFMD) Annex IV reporting.
Both companies are committed to easing the burdens of alternative investment advisors and those that support them, and this integration will give alternative investment fund managers a single place to easily import, map and transform data in order to fulfil the requirements of AIFMD and Annex IV.
“Since we first unveiled CSalt in early 2013, we’ve worked closely with advisors and compliance consultants to ensure that the solution meets their exact requirements,”
Charles River has enhanced electronic trading support for swap instruments by integrating workflows from Swap Execution Facilities (SEF) in the Charles River Investment Management Solution (IMS).
This integration helps clients comply with mandatory Dodd-Frank requirements to trade eligible OTC derivatives on SEFs.
Charles River recently completed its first client SEF trade with Tradeweb.
Charles River IMS streamlines SEF trading by supporting pre-trade allocations, execution and clearing. Clients can raise orders for interest rate and credit default index swaps and send them directly from the Charles River IMS blotter to SEFs for execution.
“We’ll continue to expand our
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12 November, 2026 – 8:00 am
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