Resources and news
Introducing the Halo Framework
Our next-gen operating framework that encircles every aspect of your private capital fund.
Top Three Challenges of 2023 for Private Fund Managers
How managers are rethinking waterfalls, AML and KYC, and fees and expenses.
Emerging Managers: Staying Lean and Nimble
Top benefits emerging managers can realize from an outsourced fund administration solution.
The Next Evolution in Private Capital
Explore the trends and innovations redefining operations across the closed-end funds life cycle.
The Definitive Guide to Investor Communications
Learn the key elements of best-in-class investor communications.
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.
SBIC Fund Administration Best Practices
Gain insights into the key considerations for firms with SBIC licenses and those planning to launch an SBIC fund.
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.
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.
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.
Switching Fund Administrators
Understand why GPs are rethinking their needs and replacing their fund administrators.
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.
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.
The LPs Guide to Fund Administration
LPs are taking a more active role in monitoring their funds. Find out what they need to know.
Fund Administration Outsourcing
A guide to evaluating the options and making the right decision.
Debt Fund Administration
Gain insights into the latest trends and considerations for debt fund managers as they prepare for the future.
The Future of Private Capital Fund Services
Follow the steps outlined in our Readiness Toolkit to meet the needs and priorities of your investors.
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.
SubDoc Processing
CSC introduces an Electronic Document Processing System that converts your subscription agreement into an electronic fillable form.
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.
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
- CSC Finalizing Acquisition of Intertrust Group
- CSC Releases Insights into the Next Evolution in Private Capital
- CSC Completes PEF Services Rebrand
- CSC Global Financial Markets Announces Seven Director and Associate Director Promotions in European Capital Markets Business
- CSC Appoints Remko Dieker as Managing Director in the Netherlands
- CSC Reaches Conditional Agreement to Acquire Intertrust N.V.
- CSC Reaches Conditional Agreement to Acquire Intertrust N.V.
- CSC Global Financial Markets Expands its Depositary Services in the Netherlands
- CSC Adds Two Industry Leaders in Luxembourg; Secures Fund Administration and Depositary Licenses for Additional Services
- CSC Appoints Edward Morelli as Senior Managing Director for Delaware Trust Company
- CSC Appoints Steve Giurlando as Head of Business Development for Delaware Trust Company
- CSC Global Financial Markets Acquires PEF Services LLC
- CSC Secures Specialised Depositary License in Ireland
- CSC Releases Inaugural Securitization Industry Pulse Report
- CSC Global Financial Markets Announces President Retirement and Succession Plan
- CSC to Acquire TCS-Groep in the Netherlands
- Delaware Trust Adds Eric Mazie to Board of Directors
- CSC Selects FIS™ as Administration Services Provider
- CSC Extends Fund Administration Reach into Asia Pacific
Announcements
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18-19 January 2023
PEI CFOs & COOs Forum
New York
February 26-March 1, 2023
SFVegas 2023
Las Vegas
17-19 April 2023
Global Power Markets™ Conference
Las Vegas
20-22 April 2023
ABI Annual Spring Meeting
Washington, DC
13-15 June 2023
Global ABS
Barcelona, Spain
16 March 2022 | 18 March 2022
Irish Funds US Seminar Series
New York, NY
Boston, MA
31 March 2022
Irish Funds Alternative Investment Seminar
London, UK
6-7 April 2022
SBIA Western Private Equity Conference
Newport Beach, CA
25 May 2022
ALFI New York Roadshow
New York, NY
26 May 2022
Adminovate
Dublin, IRE
1-2 June 2022
SBIA Midwest Deal Summit
Chicago, IL
10 June 2022
ABI New York City Bankruptcy
New York, NY
13-15 June 2022
Kayo Women’s Private Equity Summit
Boston, MA
28-29 June 2022
SBIA Northeast Private Equity Conference
New York, NY
20 September 2022
LMA Syndicated Loans Conference
London, UK
22 September 2022
LSTA Annual Conference
New York, NY
22-23 September 2022
TSI Congress
Berlin, Germany
2-4 October 2022
SBIA National Summit for Middle Market Funds
Palm Beach, FL
12 October 2022
ALFI London Conference
London, UK
8-10 December 2022
ABI Winter Conference
La Quinta, CA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.