Operational considerations in limited partnership secondary transactions
Discover why secondary purchases of limited partnership interests are of growing interest to our alternative investment clients.
The fund audit off-season: Fall planning meeting checklist
Holding a fall planning meeting is a valuable way to capture lessons from the last fund audit experience and to plan for the next.
Reflecting on institutional custody’s growth to $250 billion
This month we announced that, as of Q1 2026, we hold $250 billion in assets under custody. Here, Amy Small shares what's driving our growth and the people and approach behind it.
Why private equity leaders are moving to outsourced fund administration
Here, we explore why private equity leaders and investment managers continue to outsource private equity fund administration.
What does a custodian do for private funds?
Discover how an institutional custodian ensures security for all parties and enables managers to run their businesses efficiently.
Confronting challenges with the availability of data in private equity fund reporting
These tips can help private equity managers to understand the challenges with private equity fund reporting and research data integration.
What is Form PF? – Update on new SEC amendments
Form PF is an important regulatory rule for fund advisors. Here, we explain the new SEC amendments, which mandate the disclosure of additional information.
