From back-office automation and enhanced decision making to managing risk and portfolio optimisation, fund service providers are increasingly looking at the potential for sophisticated AI tools to help maximise returns and achieve investor goals
Your tax compliance data can be leveraged for more than simply filing tax returns and your process should deliver the ability to transform those tax compliance data into actionable decision-support information
There will be industry concern about the prospect of having to overhaul existing SFDR-compliant systems following the investment made over the last few years
Partnership designed to extend private-market investment opportunities to Quintet's appropriate clients and broaden Moonfare’s global distribution network
A less well known issue is that under German law, investors (as direct or indirect shareholders) may be exposed to additional risks in a portfolio company’s insolvency, which may exceed the original investment