At our Boston Manager Research & ODD lunch roundtable, one theme ran through the conversation: innovation is moving faster than governance. Allocators across MFOs, OCIOs, endowments, consultants, and insurance shared candid perspectives on AI governance, valuation scrutiny, structured DDQs, fee
The complete map of the service providers behind every fund, from administrators, auditors, and custodians to lenders, ManCos, and AI tools. Filter 72 providers across 11 categories by the C-suite owner of each relationship and the asset class it applies
Service provider relationships in alternative asset management have grown in number, complexity, and interconnection. Here is how operational diligence has kept pace and where the work continues.
Form ADV Insights 2026 brings this story together through structured data, benchmarks, and technology-led analysis, helping you move beyond check-the-box reviews to a more informed, consistent, and insight-driven approach.
Discover the Key takeaways from AIMA Australia Annual Forum 2025, $250B private credit, CPS 230 readiness, allocator sentiment, and how AI is reshaping alternatives.
This week, check out AI-powered fund document extraction for DDQs, PPMs, or financials. Extract what matters, power your analytics, and scale your reviews with ease.
