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Carl Seiler and Matthew Shelton of Blue River Partners, part of IQ-EQ, offer some of the best practice advice they’re giving clients on topics from ESG to cybersecurity.
Third-party service providers and portfolio companies present some of the greatest cyber-risks. But firms can protect themselves, says Agio’s Kirk Samuels.
The trend toward outsourcing is accelerating as managers focus on generating alpha for LPs, say MUFG Investor Services head of product development Mike Dickey and global head of business development Joseph Latini.
The Leaders Survey reveals a buoyant mood among senior execs but challenges remain, finds Mike McCabe, CCO at MUFG Investor Services.
LP pressure and SEC scrutiny is forcing GPs to change tack, says Withum’s Tom Angell
Management fee offsets are growing as LPs pay closer attention to the items they are getting charged, says Withum partner Tom Angell.
ESG matters more than ever, but that hasn’t led to any clarity around best practices. BKD’s Brian Matlock and Coleman Rowland say reliable programs require collaboration with LPs.
Spreadsheets data
While many GPs still manage their treasury with Excel, Hazeltree’s Don Jefferis cautions that there are real risks to this ‘classic’ approach, and real benefits to a modern approach.
The technology driving the future of fund services will see GPs and administrators eliminate barriers between clients and providers, say Alter Domus’s Maximilien Dambax and Tim Toska.
GPs relying on outdated legacy data management systems may be falling behind peers who’ve moved on, says Allvue CEO Mark Heimbouch.

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