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.