With the growing sophistication of private markets and institutional investors’ portfolios over the last decade, the automation of portfolio management and monitoring has become more critical than ever.
Experiencing a multi-fold increase in AUM in the last decade, private market institutions have come to realize that their actions no longer solely impact the economy – but society too. This growing influence has pushed many to uncover new ways to deliver long-term value by taking the time to understand and address the broader needs of customers, employees, regulators and other stakeholders – leading to the rise of ESG investing in the space.
Taking advantage of the ripe deal environment with automation and managed services
Entering the year with a record store of dry powder and a notable surge in deal volume after 2020’s pandemic-induced slump, the outlook for private debt appears bright.
Deal monitoring is a critical step in the portfolio management process. With a growing need to generate business insights in a timely manner and – more specifically – track whether borrowers are adhering to loan agreements, asset managers are now seeking a robust solution to standardize certain functions and increase operational efficiency throughout the deal life cycle.