INSIGHTS

The Secondary Market's New Playbook for Liquidity and Growth

Ian Kelly — Mon, 03 Aug 2026 04:00:00 GMT

The private equity secondary market has evolved far beyond its origins as a niche liquidity mechanism. It is now a core portfolio management tool for limited partners and general partners alike, and assets under management have expanded rapidly over the past decade.

When Your Operations Can't Keep Up With Your Ambitions

Darren Berkowicz, CPA — Fri, 31 Jul 2026 04:00:00 GMT

There is a well-documented growth trap in private equity. Firms that successfully raise successive funds and build out increasingly complex portfolios often discover, sometimes too late, that the infrastructure supporting that activity was designed for a much smaller business.

Why Fund Managers Can No Longer Wait for Periodic Investor Reports

Anthony Cerroni — Thu, 30 Jul 2026 20:50:24 GMT

Investor due diligence used to be a background obligation, handled through periodic checks and standard reporting cycles. That has changed. Today's rules demand deeper data, ongoing monitoring and quick responses to regulatory requests. Waiting for the next scheduled report is no longer enough.

The Capital Charge Playbook for Insurance Asset Managers

Scott Kurland — Thu, 30 Jul 2026 15:36:33 GMT

For most insurers, the investment portfolio can represent as much as 95% of total admitted assets. That makes the portfolio the engine of solvency and profitability, and it makes every allocation decision a capital decision as much as a return decision. The asset managers who win insurance mandates are the ones who treat the NAIC risk-based capital (RBC) framework as a tool, not just a rulebook.

Is Your Infrastructure Ready for Retail Capital in APAC Secondaries?

Michael Li — Wed, 29 Jul 2026 04:00:00 GMT

Retail participation is expected to play a larger role in the future of private markets. For APAC secondaries managers, the key question is whether existing infrastructure can support the operational demands that come with a broader investor base. The operational implications are significant, particularly in a region characterized by diverse regulatory frameworks, reporting requirements and distribution models.

Rising Delinquencies & Credit Risk – What Bank CFOs & CROs Must Do Now

Theresa Meawad — Fri, 24 Jul 2026 04:00:01 GMT

As economic uncertainty persists, with pandemic-era excess savings largely exhausted, interest rates remaining elevated relative to historical norms and portions of the commercial real estate market continuing to experience stress, many banks are facing heightened delinquency and credit-risk pressures. Credit card and auto loan delinquency rates have climbed materially from post-pandemic lows, while certain commercial real estate segments remain under pressure.

Bridging the Reporting Gap Through Smart Technology

Alastair Hewitt — Thu, 23 Jul 2026 19:26:38 GMT

Clean, reliable data is only part of effective reporting. For many asset managers and financial institutions, the greater challenge lies in transforming that data into accurate, timely reports without relying on manual processes that consume valuable time and resources.

The Hidden Cost of Manual Evidence of Insurability

Kerubé Farhadi — Thu, 23 Jul 2026 04:00:00 GMT

Evidence of Insurability (EOI) has long been a necessary but often overlooked component of the employee benefits ecosystem. For carriers, administrators and employers alike, EOI serves a critical purpose: ensuring applicants meet eligibility requirements when enrolling in coverage above guaranteed issue limits. Yet despite its importance, many organizations continue to rely on fragmented, manual processes that introduce delays, create administrative burdens and frustrate applicants.

From AI Awareness to AI Transformation

Ritchie Chao — Mon, 20 Jul 2026 04:00:00 GMT

Almost every business is now exploring artificial intelligence (AI) in some form, whether that’s trialing chatbots, testing generative AI tools or evaluating potential use cases. Yet despite the enthusiasm, many organizations are still focused on the outdated question of what AI can do for them.

Why Data Quality Will Define APAC's Secondaries Market

Michael Li — Wed, 15 Jul 2026 04:00:04 GMT

Across the global secondaries market, look-through analysis has emerged as one of the industry's most important capabilities. The ability to analyze acquired LP interests at the underlying asset level has become increasingly important in the secondaries market. Buyers need visibility across multiple vintages, sectors and managers to assess risk and make informed investment decisions. In APAC, achieving that level of transparency can be particularly challenging because of the region's diverse reporting standards, regulatory environments and data sources.