NDA
The NDA Blind Spot: Why Negotiating and Managing Confidentiality Agreements Is a Risk Management Problem, Not a Filing Problem
NDAs aren't just paperwork — they're live obligations. Learn why treating negotiation and post-signature tracking as one connected lifecycle, rather than separate steps, is essential to real risk management, and how Quadrangle helps firms stay on top of every agreement they've signed.
Trade & Financing
NAV Waivers/Resets and Side Pockets
NAV or Net Worth decline covenants (“NAV Covenants”) serve as a warning of material credit deterioration, and a breach of the threshold can result in a default or termination right under the agreement.
Trade & Financing
QDS Alert - Market Volatility: Time to Check your Contracts’ NAV Triggers
Sharp declines in AI-linked securities and Korean equities can trigger NAV thresholds in your trading agreements—putting vital financing at risk. Use QDS to confirm your NAV triggers and monitor potential covenant breaches before they escalate.
Trade & Financing
UMR's September Deadline: A Timely Reminder to Confirm Your Status
With September approaching, this is a good moment to check in on where your firm stands with the Uncleared Margin Rules (UMR) as it relates to CFTC covered swap entities.
Vendor
AI in Vendor Contracts: Do Your Contract Terms Match How Your Firm Uses AI?
Artificial intelligence has rapidly moved from experimentation to daily use across investment management firms. From research and data analysis to internal workflows, reporting, and knowledge management, AI-powered tools are increasingly embedded in how firms operate.
Investor
From Negotiation to Obligation: Why Side Letters Require Active Management
As discussed in our previous posts on side letter negotiation and structuring, these agreements are often the product of careful, strategic drafting.
Transactions & Loans
Covenant Tracking in Private Credit: From Static Terms to Strategic Oversight
While covenants are designed to protect lenders, they are only as effective as a firm’s ability to track, interpret, and act on them in real time.
Trade & Financing
One Dashboard, All Managed Capital: Rethinking SMA and Fund Oversight
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
Contract Lifecycle
A 2026 New Year’s Checklist for Investment Management Firms
As investment managers head into 2026, the operational, regulatory, and counterparty landscape continues to grow more complex.
Trade & Financing
Who Needs Term Financing — and Why It Matters Now
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.
