Financial technology systems and solutions provider FIS has reengineered its Private Capital Suite as a cloud-native, software-as-a-service (SaaS) solution, and integrated the suite into FIS’s recently launched Investor Services Suite, officials say. The integration has enabled the Private Capital Suite to serve “the full private equity lifecycle, covering investor onboarding, new portfolio monitoring, portfolio analytics,… Read More >>
Clearwater Analytics Updates Offerings for Alternative Assets
Investment management technology provider Clearwater Analytics (CWAN) has made “significant enhancements to its Alternative Assets Solution,” using agentic artificial intelligence technologies that will help clients manage the scalability and compliance challenges of the $2.5 trillion private credit market. Officials made the announcement at CWAN’s annual user conference, Connect ’25, held Sept. 15-17 in Boise, Idaho… Read More >>
Deadline Extension Spurs Questions About Form PF’s Future
The Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC) have given firms another year to comply with amendments to Form PF, but they may have set off a storm as a commissioner for the SEC calls the move an act of repeal by deadline extension. The situation is also complicated by President… Read More >>
LSEG Embraces Private Funds via ‘Digital Markets Infrastructure’
The London Stock Exchange Group (LSEG) has launched a blockchain-based Digital Markets Infrastructure (DMI) platform for private funds, supported by Microsoft Azure cloud computing services, according to officials. The system has already facilitated its first transaction. The blockchain-based system will encompass “the full asset lifecycle — from issuance, tokenization and distribution to post-trade asset settlement… Read More >>
SimCorp Widens Offerings for Alternative Assets Ops
Financial technology provider SimCorp is building upon the success of its Alternative Investment module with the launch of SimCorp Alternatives, targeted to meet the top operational needs of alternative investment firms, officials say. “We are introducing SimCorp Alternatives to serve the needs of all alternative investment firms and service providers, enabling them to automate operational… Read More >>
ATSes Hit Their Stride via Innovation & Flexibility
Two new reports suggest that Alternative Trading Systems (ATSes) are hitting their stride as financial services firms move to private markets, embrace digital securities, and need innovations for their liquidity and investment explorations. An ATS “is a trading venue that is more loosely regulated than an exchange,” according to the Investopedia website. “ATS platforms are… Read More >>
Northern Trust & Hamilton Lane Bolster Private Funds Support
Custodian Northern Trust and global private markets investment management firm Hamilton Lane are collaborating to provide Northern Trust Asset Servicing clients a new link to private market analytics and decision support services. Officials say that the collaboration offers a front-to-back office decision-making solution that combines Hamilton Lane’s analytics with Northern Trust’s investment book of record… Read More >>
CloudMargin & Margin Tonic to Launch AANA Service
Collaboration to Target Ongoing UMR Calculations CloudMargin, a collateral and margin management vendor, and Margin Tonic, a service provider for collateral and post-trade operations, are working together to launch “a global Average Aggregated Notional Amount (AANA) calculation service” that trading firms can use to navigate the phases of the Uncleared Margin Rules (UMR) regulatory reforms…. Read More >>
State Street Embraces A.I. for Private Markets Clients
State Street Corp. is hoping to provide private markets clients with faster access to their data, to digitize more of their reporting capabilities, and to enhance operations and document management via a combination of cloud computing and machine learning with the help of vendor Canoe Intelligence. By definition, machine learning “is the concept that a… Read More >>
Investors Shaken by Uncertainty Look to Private Markets
Institutional investor confidence in financial markets is trending downward and investors may shift their allocations from public to private markets, according to two separate reports upon shareowner activity for 2019. The research and advisory firm Corbin Advisors, which focuses on investor relations (IR), reports that investors started the new year harboring high levels of uncertainty… Read More >>