Solutions
Unigestion has developed a new framework within which to assess risk in private equity in a new piece of research undertaken in collaboration with EPFL.
The new approach differs from others in two major ways. First, it is based on actual cash flows of private equity funds, rather than their interim valuations that are more commonly used.
Second, it defines risk as the deviation of actual cash flows from expected cash flows by timing and amount. In other words, it quantifies the risk that a private equity fund will distribute less or later than expected to investors.
Existing
PrivatEquity.biz, an internet trading platform which allows current and former employees who hold the securities of high-tech companies which were not issued yet to offer the private securities they own for sale, is now open for business.
PrivatEquity.biz's site, which connects private investors with current and former employees who hold the securities of private high-tech companies, was launched in Israel this week and is now open for registration to employees around the world.
Employees, former employees, service providers and founders who hold private high-tech companies' securities, can now offer their private securities for sale. The meaning for securities' holders,
SEI has expanded the regulatory component of its operating platform, adding technology and process enhancements that enable managers to streamline the regulatory filing process.
SEI's Investment Manager Services (IMS) division is a global supplier of customised operating infrastructure and services to investment organisations, representing more than USD13trn in assets under management.
SEI's regulatory solution is designed to help fund managers meet new requirements of the Foreign Account Tax Compliance Act (FATCA) and Form CPO-PQR, which affects only commodity pool operators. It also enables private fund managers to meet requirements of Annex IV reporting under the Alternative Investment Fund Managers
DocuSign has raised an additional USD85m with the vast majority from large institutional public funds and the balance from existing investors.
DocuSign will use the funds to fuel continued growth as the global standard for Digital Transaction Management (DTM).
The company will further innovate the DocuSign DTM platform, drive deeper vertical solutions, invest in the company’s strategic partnerships, and continue its international expansion.
DTM is a new category of cloud services which digitally manages document-based transactions. DTM removes friction inherent in processes that involve people, documents, and data to create faster, easier, more convenient and secure transactions.
Enhance Group, a Jersey-based investment consultancy firm, has selected Unity NXT AIFMD Transparency Reporting from Confluence for its AIFMD transparency reporting requirements.
“Considering the highly detailed and complex task of collecting and validating the data, calculating the responses and filing the reports electronically in the specific technical and language requirements of multiple regulators, we were looking for a robust technology solution that provided us with accuracy, control and a fully auditable process,” says Enhance Group alternative investment consultant Nicola Le Brocq.
“Confluence has deep expertise in alternative investment data management and automation and a proven track record with similar
Clarity Software Solutions, a provider of on-demand document management and communications delivery solutions for the health insurance industry, has secured growth investment from venture capital firm North Bridge.
The investment will be used to accelerate the company’s growth trajectory by adding executive talent, investing in strategic sales and marketing initiatives, and further expanding its suite of products.
As the healthcare industry continues to evolve, Clarity’s solutions enable health plans to manage delivery of critical communications while allowing them to comply with regulations and adapt to changing business needs and customer preferences. Clarity’s technology platform addresses the increasing complexity of
eFront has launched FrontPM, a set of portfolio monitoring and analysis capabilities that aims to streamline and automate the gathering of portfolio company data and enable sophisticated performance analysis and reporting.
Investment managers will be able to dedicate more time to portfolio analysis and more quickly perform tasks such as responding to investor inquiries and generating quarterly reports. They will produce more accurate reports and streamline the portfolio company valuation process while spending less time troubleshooting and auditing their analyses.
Managers can enable their investors to easily receive and incorporate FrontPM output by generating AltExchange documents, the industry standard
Abacus Group, a provider of hosted IT solutions for hedge funds and private equity funds is to host Imagineer Technology Group’s Clienteer software platform in the AbacusFLEX private cloud environment.
The partnership allows AbacusFLEX clients to access the Clienteer CRM Platform, with the option to either be maintained internally or be hosted by Imagineer.
Clienteer affords fund managers the flexibility to centralise all of their contact, account and fund information along with Outlook integration.
Clients can send out personalised and watermarked email distributions, K1’s, run fund and account performance analytics and compliance reports. Managers who are on-the-go can
Private equity firm BlackFin has acquired GP3 and Decalog, two software solutions providers dedicated to the asset management and asset servicing industry, from SunGard.
GP3 is a fund accounting, valuation and reporting software, while Decalog is a middle-office, front-office and compliance software.
BlackFin is combing the two companies to create new entity, which will be known as NeoXam.
Overall, NeoXam will employ circa 250 people, of whom circa 150 are in Western Europe, and will generate consolidated revenues of around USD50m making it one of the largest European providers of software solutions dedicated to the asset management industry.
JTC Group’s funds arm has invested in an IT platform, FrontInvest, to bolster its capabilities in the funds sector.
The platform, provided by eFront, follows best practice processes and systems and helps to ensure that JTC Group can fulfil regulatory, financial and tax reporting requirements for its growing roster of fund clients.
JTC Group’s international funds team administers both closed- and open-ended funds established in Guernsey, Jersey and Luxembourg, as well as other non-domiciled fund structures in financial centres, such as the British Virgin Islands and the Cayman Islands.
Its expertise and scope has been enhanced by the
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12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
