ESG benefits include Environmental, Social, and Governance which are all three different ways to measure companies’ sustainability level.

There’s no question that the market is hot, and—let’s be honest—it’s exciting to watch. Some interesting themes can also be inferred from the utilization of technology.

Investment industry stakeholders are always eager to get data about recent past periods so that they can use it to inform their decisions going forward.

To effectively implement an investment strategy and manage portfolio trading activities, fund managers need to be able to act quickly and seamlessly in collaboration with others on their team.

Taking the time to carefully assess all of the different types of data you’ll be merging before you begin migrating data will help ensure that records are imported correctly and that the process flows smoothly.

When you’re selecting a data management system and/or an implementation technology partner, it’s critical to work with a team that understands your industry and has experience implementing software for other fund managers.

Private equity success is highly dependent on your ability to successfully fundraise. In the past, much of the fundraising process and related communication were managed manually.

When it comes to private equity fundraising software, potential clients often start the conversation by inquiring, “How can I better target investors for my private equity fundraising?”

According to a recent study by SEI News, after several years of underwhelming performance and lack of liquidity, many private equity fund managers are trying to increase transparency to attract and retain skeptical investors.

The winners that emerged are the firms that embraced fundraising software and data-driven deal-making, but with a strategic approach.