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

As investment managers head into 2026, the operational, regulatory, and counterparty landscape continues to grow more complex.

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 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.

In today’s private credit landscape, disciplined oversight of credit facilities has never been more critical.

API integrations help to address this risk by connecting contracts and terms to the systems and teams that manage them.

If you handle or manage sensitive information—or work with third parties who do—you need to review your agreements and processes now to avoid compliance gaps.

For investment firms, trade and financing agreements sit at the intersection of legal, accounting, operations, and trading functions. Yet in many investment firms, these teams still operate in silos.

Manual methods, including spreadsheets, shared drives, and email threads, are no longer the right solution. Advanced AI-Powered technology tools are the answer.

For investment firms aiming to grow from their first SMA to a full platform with one or more commingled fund vehicles, scalable infrastructure is essential.