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Resources and news

This resource is an Insight Report

SPV Domiciliation for Capital Markets Transactions

Our comprehensive guide dives deep into the world of SPV domiciliation, providing valuable insights and practical information to help you navigate the process.

This resource is an Insight Report

The Future Private Capital CFO 2023

Private capital leaders expect their lives to become significantly more demanding over the next few years. General partners (GPs) know they need to work harder and smarter to achieve their ambitions, and acknowledge they face significant challenges along the way.

This resource is an Insight Report

Expert roundtable discussing the rising appeal of Significant Risk Transfers (SRTs)

CSC recently hosted a roundtable discussion alongside industry experts from Barclays and Arthur Cox to discuss how the SRT landscape is evolving, regulatory challenges the sector faces, and how service providers are adapting to ensure their clients get the long-term support they need.

This resource is an Insight Report

FastTrack to accessing the APAC funds market

When expanding into a new jurisdiction, it’s important to familiarize yourself with the types of fund structures available and considerations for each. Understanding the different business climates, local regulations, cultural differences, and competition in the region would be essential when entering a new Funds Market.

This resource is an Insight Report

FastTrack to the Secondary Market for General Partners

Secondary and continuation funds are not a new concept to private equity managers. However, given the current challenging market conditions, this strategy is becoming increasingly appealing to general partners (GPs) as well as limited partners (LPs). Find out why in our FastTrack to the Secondary Market guide.

This resource is an Insight Report

Integrated Reconciliation

In this report, we present an integrated, rule-based process that dramatically reduces the time and effort spent on conducting separate reconciliations across multiple security types and inputting them into multiple systems.

This resource is an Insight Report

Best Practice Guide for Using Corporate Escrow Services

This guide covers the importance of using an experienced and trusted escrow provider to handle related administration, KYC requirements, and compliance, ensure all critical deadlines are met, and communicate clearly and effectively between all parties.

This resource is an Insight Report

FastTrack to Reaching European Investors Through Our One-Stop-Shop Solution

Finding a fast and cost-effective way to access the EU market can be difficult and time-consuming. A one-stop-shop solution can facilitate rapid entry into this dynamic market.

This resource is an Insight Report

Introducing the Halo Framework

Our next-gen operating framework that encircles every aspect of your private capital fund.

This resource is an Insight Report

Top Three Challenges of 2023 for Private Fund Managers

How managers are rethinking waterfalls, AML and KYC, and fees and expenses.

This resource is an Insight Report

Emerging Managers: Staying Lean and Nimble

Top benefits emerging managers can realize from an outsourced fund administration solution.

This resource is an Insight Report

The Next Evolution in Private Capital

Explore the trends and innovations redefining operations across the closed-end funds life cycle.

This resource is an Insight Report

The Definitive Guide to Investor Communications

Learn the key elements of best-in-class investor communications.

This resource is an Insight Report

Investment Offices Flourish As Wealth Finds Green Shoots

What are the greatest opportunities for investment advisors in Asia? CSC and DealstreetAsia have teamed up to provide the answers.

This resource is an Insight Report

SBIC Fund Administration Best Practices

Gain insights into the key considerations for firms with SBIC licenses and those planning to launch an SBIC fund.

This resource is an Insight Report

Global Securitization Market Outlook

Where does the ABS industry go from here? Find out from more than 180 issuers, arrangers, investors, and service providers in North America and Europe.

This resource is an Insight Report

Fund Administration Technology

Keeping up with complex reporting is one of the greatest challenges facing GPs. Our white paper offers a benchmarking and technology evaluation guide to help the back office keep pace.

This resource is an Insight Report

New Era of Performance in Reporting

Learn how emerging global standards are transforming the future for GPs and LPs through reporting standards for private capital markets.

This resource is an Insight Report

Switching Fund Administrators

Understand why GPs are rethinking their needs and replacing their fund administrators.

This resource is an Insight Report

Distribution Waterfalls

The waterfall provisions of the Limited Partnership Agreement dictate the method for distributing returns to investors. This insight report breaks down the complexities of waterfall calculations.

This resource is an Insight Report

Investor Transparency as a Differentiator

Overcoming the greatest challenge—investor reporting transparency—is critical to GP success. This white paper helps GPs manage LP relationships in uncertain times.

This resource is an Insight Report

The LPs Guide to Fund Administration

LPs are taking a more active role in monitoring their funds. Find out what they need to know.

This resource is an Insight Report

Fund Administration Outsourcing

A guide to evaluating the options and making the right decision.

This resource is an Insight Report

Debt Fund Administration

Gain insights into the latest trends and considerations for debt fund managers as they prepare for the future.

This resource is an Insight Report

The Future of Private Capital Fund Services

Follow the steps outlined in our Readiness Toolkit to meet the needs and priorities of your investors.

This resource is an Insight Report

AML/KYC Compliance: A Guide for Private Capital Fund Managers

Explore the key components of AML and KYC requirements, their importance to the alternative investment space, and cost-effective ways to manage the process.

This resource is an Insight Report

SubDoc Processing

CSC introduces an Electronic Document Processing System that converts your subscription agreement into an electronic fillable form.

This resource is an Insight Report

CSC's Private Equity Fund Administration Reporting Portal (PEFO)

CSC's Private Equity Fund Administration Reporting Portal (PEFO) is a robust, proprietary self-service portal that streamlines and organizes fund data for General Partners, CFOs, and their back-office teams.

This resource is an Insight Report

eBook Distribution Waterfalls

Investing is about returns, and in private equity, how those returns are distributed to investors is dictated by the waterfall provisions of the Limited Partnership Agreement. Yet, many investors have been paying less attention to this important calculation than they should.

Press

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28-29 September 2023

TSI Congress

Berlin, Germany

26 September 2023

LMA Syndicated Loans Conference

London, UK

6-7 September 2023

APLMA Annual Conference

Marina Bay Sands, Singapore

13-15 June 2023

Global ABS

Barcelona, Spain

20-22 April 2023

ABI Annual Spring Meeting

Washington, DC

17-19 April 2023

Global Power Markets™ Conference

Las Vegas

February 26-March 1, 2023

SFVegas 2023

Las Vegas

18-19 January 2023

PEI CFOs & COOs Forum

New York

8-10 December 2022

ABI Winter Conference

La Quinta, CA

12 October 2022

ALFI London Conference

London, UK

2-4 October 2022

SBIA National Summit for Middle Market Funds

Palm Beach, FL

22 September 2022

LSTA Annual Conference

New York, NY

28-29 June 2022

SBIA Northeast Private Equity Conference

New York, NY

13-15 June 2022

Kayo Women’s Private Equity Summit

Boston, MA

10 June 2022

ABI New York City Bankruptcy

New York, NY

1-2 June 2022

SBIA Midwest Deal Summit

Chicago, IL

26 May 2022

Adminovate

Dublin, IRE

25 May 2022

ALFI New York Roadshow

New York, NY

6-7 April 2022

SBIA Western Private Equity Conference

Newport Beach, CA

31 March 2022

Irish Funds Alternative Investment Seminar

London, UK

16 March 2022 | 18 March 2022

Irish Funds US Seminar Series

New York, NY

Boston, MA

This resource is a Webinar

Preparing for T+1 – Have You Considered All of the Challenges?

This webinar aims to provide hedge fund professionals with comprehensive insights into the transition to T+1 settlement and equip them with strategies to not only effectively prepare for, but improve, middle and back-office operations.

This resource is a Webinar

Unlocking Investment Potential: DSTs vs. LLCs—Strategic Considerations Across Industries

Delaware Statutory Trusts (DSTs) and Limited Liability Companies (LLCs) offer a variety of benefits for investment and structured finance transactions, including simplicity of formation, bankruptcy remoteness features, contractual freedom, and management flexibility.

This resource is a Webinar

Irish Fund Structures: Picking the Best Option for Your Investment and Distribution Goals

In a recent survey by CSC, 90% of GPs say they plan to expand geographical coverage either “significantly” or “somewhat” in the next 24 months with half targeting expansion into Europe.

This resource is a Webinar

Global Fund Finance Liquidity Solutions for Private Market Managers

Are you seeking to enhance your knowledge of Fund Finance liquidity solutions and stay ahead of industry trends? Watch our exclusive panel discussion with the brightest minds in the field as they share their expertise and insights.

This resource is a Webinar

FastTrack to Asia Pacific Funds Market – Navigating the complexity of entering a new jurisdiction

With the divergence of economic growth predictions across regions, it is not surprising that many Private Capital firms are re-evaluating their geographic footprint.

This resource is a Webinar

Optimizing Private Capital Expense Allocation for Efficiency and Compliance

Accurate and transparent expense allocation across fund structures is essential for private capital and hedge funds to ensure allowable fund expense compliance, maintain investor trust, act in line with regulatory requirements, and effectively manage costs.

This resource is a Webinar

Bankruptcy and Restructuring: Navigating Distress in the Evolving Markets

Are you concerned about the impact of financial distress on your company, or your client’s company? Our panel of industry experts will provide insights on the current trends and reasons behind bankruptcies and restructurings and share relevant case studies, best practices and recommendations.

This resource is a Webinar

Optimizing the Fund Service Ecosystem: What Fund Managers Should Know

When it comes to fund administration, the expectation is that service partners will do more than react to regulatory and cultural changes transforming the industry.

This resource is a Webinar

FastTrack to Reaching European Investors Through Our One-Stop-Shop Solution

Whilst North America is set to lead the way in AUM growth for private capital, it is expected that the European market will grow by 10.9% by the end of 2027, as private fund managers in Americas and Asia are looking beyond their traditional sources of return and expanding their network to target European investors.

This resource is a Webinar

Expert Insights: Loan Agency Services in a Rapidly Evolving Market

Looking for insights into the latest trends in loan agency services? Our global team of experts provides valuable perspectives on how to stay ahead of the curve and optimize your loan agency services.

This resource is a Webinar

Strategic Outsourcing for Fund Managers: Enhancing Operational Efficiency and Focus

In today's fast-paced investment landscape, fund managers face mounting pressure to deliver higher returns while keeping operational costs low. Strategic outsourcing can be a powerful tool for fund managers to achieve this goal.

This resource is a Webinar

The Future of Private Funds: Where Do We Go From Here?

The private capital industry has reached a crucial juncture and there’s a lot riding on how we move forward. Join this complimentary webinar sponsored by CSC and FEA (Financial Executives Alliance) to hear experts from CSC, the CFA Institute, and Motive Partners.

This resource is a Webinar

AML-KYC Compliance Considerations for Private Capital Fund Managers

While private capital funds have long been aware of anti–money laundering (AML) and know-your-customer (KYC) requirements, this webinar describes how to put the rules into practice.

This resource is a Webinar

A Fund's Life Cycle—Creating Value at Every Stage

Learn how CSC can streamline transactions and back-office support for asset managers through every stage of a fund's life cycle.

This resource is a Webinar

Carbon Credits—An Emerging Asset Class

Panelists discuss how carbon credits, as an asset class, help corporations achieve their net-zero carbon targets, support the global climate agreement, and protect the environment.

This resource is a Webinar

Briefly Speaking: The Importance of an Independent Indenture Trustee in Corporate Bond Deals

CSC's annual Briefly Speaking webinar series helps legal professionals tackle challenges facing the industry.