As investment managers expand their offerings beyond traditional commingled funds, separately managed accounts (SMAs) have become an increasingly important growth lever—particularly with institutional allocators seeking customization, transparency, and control. While...

As investment managers head into 2026, the operational, regulatory, and counterparty landscape continues to grow more complex. Building on the foundation we outlined in our 2025 New Year’s Checklist (Quad Blog: Investment Management Firms' Ultimate New Year...

Recent volatility across the private credit markets and the potential for those conditions to carry over into secondary and public trading markets has raised new questions around financing stability for investment managers. As we’ve discussed in recent posts,...

As a follow-up to our October blog on credit facility oversight, we are taking a deeper look at how automated systems can streamline covenant tracking. Ensuring contractual covenants are actively monitored and managed post-execution remains a challenge for both...

In today’s private credit landscape, disciplined oversight of credit facilities has never been more critical. As the market expands and lenders assume greater exposure across diversified borrowers and structures, even a single overlooked covenant, missed reporting...

Investment firms manage a wide range of complex contracts, including those related to trade and financing, vendors, investors, transactions, and NDAs. Each carries contract terms that various teams must act on, from operations and accounting to compliance and...