Great fund marketing is more than data—it’s storytelling. Discover how asset managers can craft impactful content, align messaging across channels, and use technology to connect with investors more effectively.
Fund marketing is undergoing a digital transformation. With AI and analytics, asset managers can craft personalized content, forecast market trends, and engage investors more meaningfully. From automated factsheets to predictive insights, discover how these technologies are reshaping the future of investor communications.
Discover innovative fund marketing strategies to enhance investor engagement through digital transformation, omnichannel communication, and personalized experiences.
Explore strategies to streamline fund marketing with process re-engineering, automation, and collaboration for faster, compliant, and impactful investor communication.
This edition highlights private markets’ rebound in Q1–Q2 2025, growing momentum in infrastructure and private credit, and ESG’s deeper integration into PE strategies.
Check out key takeaways from our discussion with leading banks in London on navigating the new AI efficiency frontier.
Learn about the strategic importance of mergers and acquisitions in the evolving US retirement market, highlighting the benefits of operational excellence, technological advancement, and data intelligence.
Nordic lending is shifting fast—private credit surges, ESG evolves, and digital tools gain ground. Read Dan’s blog to see what’s driving change in 2025.
Discover how retirement providers are tackling rising costs and industry challenges through digitization, offshoring, and outsourcing to streamline operations and maintain competitiveness.
The global healthcare market witnessed slowdown in deal activity in Q1’25 as dealmakers continue to navigate the current challenging market environment.
Elevate your fund marketing with Evalueserve’s five-step process, ensuring high-quality, compliant marketing collaterals that attract and retain investors.
Check our latest blog for key insights from the 2025 Frankfurt Loan Market Seminar on lending trends, policy shifts, and sector outlooks.
In Q1’25, the global financial services sector showed resilience amid inflation and geopolitical tensions, with strong M&A activity and a shift towards bonds and commodities for stability.
Discover the anticipated trends and pivotal changes in the US mortgage market for 2025, highlighting key risks and opportunities for lenders and investors.
Private market investing is evolving rapidly. From record-breaking co-investment capital to rising private credit secondary sales and a mega AI-driven VC deal, 2025 is shaping up to be a transformative year.
Explore the Q1’25 financial landscape with a focus on M&A, DCM, and ECM activities, revealing notable increases in deal value and market resilience.
Discover the diverse opportunities in the retirement sector, from innovative products to holistic financial wellness programs.
As ESG investing becomes mainstream, asset managers face growing pressure to align with sustainability goals. From stricter regulations to greenwashing risks and the need for operational excellence, this blog explores how firms can adapt their strategies to thrive in an increasingly ESG-focused investment landscape.
Learn about the transformative journey of the A&WM industry and how leveraging innovative technologies can drive productivity, optimize performance, and secure a competitive edge.
Explore how Portfolio Reassessment can help asset managers adapt to new challenges in a dynamic investment landscape.
Explore how personalized marketing in asset and wealth management, powered by generative AI and data analytics, can enhance investor engagement and drive sustainable growth in a competitive landscape.
Read our blog to uncover the key takeaways from the Digital Banking CEE Summit 2025, where industry leaders shared how banks in Central and Eastern Europe are accelerating digital transformation. From AI adoption to next-gen payments and operational agility, explore the trends reshaping the region’s financial landscape.
Discover the importance of mobile optimization for asset managers, ensuring seamless user experiences on smartphones to drive business growth and meet modern consumer expectations.
Check out key takeaways from our discussion on navigating tariffs and policy changes from our recent NYC and Toronto Executive Exchanges.
April’s edition delivers powerful insights on the global private equity landscape—rising deal volumes in Europe, megadeal momentum in Asia-Pacific, infrastructure investment rebounds, and strategic pivots in private credit.
Uncover how a leading bank in Saudi Arabia partnered with Evalueserve to revolutionize its data architecture, enhancing performance and reducing costs with the Denodo Platform.
Discover key market trends, the impact of higher interest rates, and strategic opportunities shaping 2025.
Explore the transformation of research distribution at a top investment bank with Insightsfirst, offering advanced search, interactive visualizations, and real-time insights for improved efficiency and engagement.
Evalueserve is excited to sponsor the Exchange Conference 2025, reinforcing our continued commitment to the index and quantitative investment community.
Read our blog to learn what generative AI can and cannot accomplish in a SAS to Python migration.
Explore the impact of new tariffs on North American trade, businesses, and diplomatic relations, as steep import duties strain economic partnerships and risk further inflation and market instability.
Discover how a government entity optimized spending and prevented budget overruns with a GCP FinOps Dashboard, enhancing cost visibility and supporting digital transformation initiatives.
Learn the significance of accessibility in PowerPoint and how to create universally accessible presentations that communicate successfully to diverse audiences.
Uncover the benefits of migrating to Google Cloud Platform for a major financial services firm, including superior uptime, faster queries, and enhanced security, all achieved through a meticulously planned strategy.
The 2024 financial services market witnessed a resurgence in M&A activity, driven by interest rate cuts, investor optimism, and strategic deal-making.
Explore how our AI-driven solution transforms the underwriting process for a prominent US cyber insurance provider.
Explore the 2025 outlook for private markets, including investment trends, private credit growth, sustainability strategies, and AI-driven value creation in private equity.
Lifetime income solutions like annuities are gaining traction as plan sponsors ensure retirees have stable, predictable income. This article covers key adoption drivers, regulations, and evolving products.
Discover the future of Asset & Wealth Management in 2025. Find out how technology impacts efficiency and revenue streams.
Discover the ongoing liquidity challenges in the banking system, driven by high mortgage rates and tight liquidity, as QT is expected to conclude by mid-year.
Global IPOs in 2024 showcased resilience and reinvention, with strong performances in the Americas, EMEIA, and India, while Asia-Pacific navigated a challenging yet promising landscape.
FY’24 was a pivotal year for investment banking, with M&A deal value rising 10% to USD 3.2T, record debt market activity, and a resurgence in equity capital markets.
In 2024, investors continued to view the healthcare sector in terms of its historical status as a “go-to” market amidst uncertainty and engaged in ‘big ticket’ deals, highlighting the industry’s resiliency and value creation.
Generative AI is revolutionizing credit risk management by boosting efficiency and decision-making. In our latest blog, we share key takeaways from our panel at RiskMinds International.
Amid rising geopolitical tensions and economic uncertainties, businesses face increasing pressure to balance sustainability with profitability. Discover how companies are adapting their ESG strategies in response to global political and economic shifts.
The private equity landscape in 2024 is marked by the growing prominence of secondaries, innovative liquidity solutions, and technological advancements like GenAI. As the industry adapts to macroeconomic challenges, trends such as expanded deal structures, strategic exits, and ESG integration are shaping its future. Explore key insights and projections for 2025.
Stay ahead in the lending industry by exploring the latest trends, industry themes, and market updates in this newsletter.
Check out key takeaways from our discussion on AI & transformation in financial institutions at our Executive Exchange in New York.
Discover the concept of double materiality and its significance for asset managers. Learn how integrating ESG factors can enhance risk management and create long-term portfolio resilience.
PowerPoint design plays a critical role in investment banking by simplifying complex data, enhancing communication, and building credibility. From pitching to due diligence, impactful visuals and clear formatting drive decision-making and successful deal outcomes.
Understand the growth and trends in the private banking market, driven by wealth accumulation, globalization, and advancements in technology.
The private equity sector faces challenges as interest rates rise, slowing deals, while potential rate decreases may boost buyouts and valuations. Stay strategic amid shifting dynamics.
Private and public equity offer unique benefits: private equity drives long-term value, while public equity provides liquidity and transparency. Learn how blending both enhances portfolio performance.
The private equity landscape is evolving with advanced CRM tools. Learn how these platforms centralize data, automate workflows, and provide actionable insights, transforming deal management and investor engagement for growth-driven strategies.
Explore private equity trends for 2024: ESG integration, asset-based finance, AI-driven private credit, and future strategies shaping the industry.
Discover how InsurTech is transforming insurance with AI, ML, Blockchain, and IoT, driving innovation and personalization from underwriting to claims.
Read our client story to discover how Evalueserve helped a leading private credit firm transform its portfolio monitoring capabilities through custom solutions.
In Q3’24, the financial services sector witnessed broad-based recovery which was majorly driven better economies, interest rate reductions, and better than expected corporate earnings
India’s data center ecosystem is evolving rapidly, driven by 5G adoption, OTT services, digital healthcare, and financial innovations. Discover the factors shaping this growth and how India is positioning itself as a global digital powerhouse.
AI excels in speed, but human designers ensure creativity, trust, and security. Explore the perfect balance for high-stakes presentations.
Discover the key trends shaping the US recordkeeping industry in the context of declining fees and rising operational costs. Learn how cross-selling can diversify revenue sources and ensure long-term success.
Read our latest expertly curated newsletter to stay informed on news and trends shaping the dynamic private markets industry.
Executive Exchange events provide an unparalleled opportunity for senior executives to connect, share insights, and explore innovative ideas in a relaxed setting.
Explore the benefits and challenges of earnouts in M&A transactions, and understand why excluding them from deal valuations can provide a clearer representation of the true cost to acquirers.
Discover the resurgence in investment banking and advisory firm revenues in 9M’24, driven by improved market conditions and a strong pipeline for M&A and debt capital markets.
In Q3 2024, investors continued to view the healthcare sector in terms of its historical status as a “go-to” market amidst uncertainty and engaged in ‘big ticket’ deals, highlighting the industry’s resiliency and value creation.
Check out four key takeaways from our discussion on digital transformation in banking at our Executive Exchange in London.
This paper looks at the basics of the traditional approach, proposes a new framing and shows how it can be implemented with consensus expectations.
Explore how financial institutions are transforming Model Risk Management with new tools, automation, and AI in this collaborative report by Chartis Research and Evalueserve.
Stay up to date with the latest news and trends shaping the dynamic private markets industry by reading our newest edition of the Private Markets Pulse.
GP led secondaries and continuation funds are transforming private equity, offering innovative solutions to liquidity challenges and asset retention in 2024.
Key insights from Q2 2024 show resilience in North America’s consumer and retail sectors, with retail sales growth, disinflation, and a Federal Reserve rate cut.
From AI-driven personalization to content marketing and social media engagement, discover key digital marketing trends that are reshaping the industry and providing asset managers with unparalleled opportunities for growth and client engagement.
Read our latest edition of the Private Markets Pulse to remain informed about the news and trends currently shaping this dynamic industry.
As the 2024 U.S. Elections approach, both Kamala Harris and Donald Trump propose starkly different trade and tax policies. From targeted tariffs under Biden to Trump’s sweeping import levies and corporate tax cuts, the economic future of the U.S. hinges on these key issues.
Read how our tech-enhanced services model improved portfolio monitoring and reporting for the Private Credit Division of a leading alternative investment manager by refining data management, streamlining deal execution processes, and addressing resource constraints.
Discover the evolving landscape of European corporate lending in 2024, driven by digital transformation, easing credit conditions, sustainable practices, and strategic cost management amidst regulatory pressures.
Explore how effective content strategies in asset management can build investor trust, enhance transparency, and drive engagement in today’s competitive financial landscape.
Get insights into the 2024 OTT market as streaming services redefine content delivery, consumer preferences, and industry competition.
Discover our most recent edition of the Private Markets digest to remain informed about the news and trends currently shaping the industry.
In H1’24, the financial services sector witnessed broad-based recovery which was majorly driven better economies, impending interest rate reductions, and better than expected corporate earnings.
Descubra cómo un banco líder en América Latina automatizó su proceso de difusión financiera con Spreadsmart impulsado por IA.
Discover the resurgence in deal activities in H1’24, driven by mega deals, strong earnings, and market optimism, with insights into M&A, ECM, and DCM markets and bulge bracket investment banks’ performance.
In H1 2024, investors continued to view the healthcare sector in terms of its historical status as a “go-to” market amidst uncertainty and engaged in ‘big ticket’ deals, highlighting the industry’s resiliency and value creation.
Explore the stages of financed emissions reporting maturity and the challenges faced by banks. Gain insights on overcoming data issues and improving accuracy in our in-depth report.
Discover how rising federal rates and inflation impact the financial situation in U.S, and how banks are innovating and adapting to these challenges.
Gain insights into the evolving global IPO landscape, highlighting the strong performance in the Americas and EMEIA regions, the challenges faced by Asia-Pacific, and the factors shaping the market outlook for 2024.
Discover the latest trends shaping private markets in 2024 through our insightful analysis. From technology innovations to regulatory changes, our report provides strategic insights for industry professionals navigating this evolving landscape.
Explore the anticipated regulatory shifts for private equity in healthcare, focusing on increased scrutiny, transparency, and oversight, and understand how these changes may impact future investments and market dynamics.
Modern lending faces challenges like slow approvals, data inaccuracies, and poor service. AI and automation streamline processes, enhance accuracy, and improve customer interactions. These technologies help lenders achieve efficient, accurate, and customer-focused operations. Learn more in our whitepaper on AI and automation in lending.
As the commercial lending industry rapidly evolves, embracing digital transformation has become imperative for traditional banks and financial institutions. The shift towards automation and artificial intelligence (AI) promises significant improvements in operational efficiency. However, the true power lies in combining these technologies with human expertise. This approach optimizes lending operations and ensures they remain adaptable, accurate, and customer-focused.
Discover how the European Sustainability Reporting Standards (ESRS) revolutionize sustainability reporting, enhancing transparency and comparability for asset managers, and enabling informed sustainable investment decisions.
Read the latest blog entry to uncover the newest topics and trends shaping the Private Markets industry. Gain valuable insights and maintain a strategic edge with updates that influence the market.
Learn how effective loan servicing and strategic outsourcing can enhance efficiency and borrower experience, with insights on technology and GenAI’s transformative role in the financial industry.
Insights on navigating private markets in 2024, focusing on emerging trends, technologies, and future prospects amid market volatility.
Explore how fund finance is revolutionizing the investment fund industry by providing essential liquidity, enhancing returns, and driving growth through innovative financial solutions.
Evalueserve helped the corporate banking team of top 10 North American bank develop and execute a credit review process to achieve regulatory compliance.
Discover how a major North American bank improved its portfolio monitoring with Evalueserve’s commercial lending solutions.
Discover how Gen AI is revolutionizing the insurance industry, enhancing operational efficiency, customer centricity, and driving growth, while also navigating the challenges of regulatory compliance, training bias, and data privacy.
Read the latest blog entry to uncover the newest topics and trends shaping the Private Markets industry. Gain valuable insights and maintain a strategic edge with updates that influence the market.
In Q1’24, the financial services sector witnessed broad-based recovery which was majorly driven by the confidence of a “soft landing” for the global economy with moderate inflation with minimal probability of a recession.
Dive into the Q1 update on Investment Banking trends, featuring insights on M&A activities, debt and equity capital markets, and the impact of global market conditions.
In Q1 2024, investors continued to view the healthcare sector in terms of its historical status as a “go-to” market amidst uncertainty and engaged in ‘big ticket’ deals, highlighting the industry’s resiliency and value creation.
Read how Evalueserve empowered a leading private equity firm to streamline operations, driving sustainable growth and success. Dive into our case study to uncover the strategic insights and transformative impact of our tailored solutions.
In this whitepaper, we dive into each stage of the lending journey, identifying how different types of technology can be combined with domain expertise to drive maximum impact.
Explore how Evalueserve helped a leading global bank elevate its Index Management Process by implementing a complex governance framework and integrating technology and custom automations into its operations.
Read how Evalueserve has established itself as the trusted transition partner for a global bank, leading a highly technical indices transition project integral to a critical merger.
Explore Asset Based Lending (ABL), a flexible financing solution for businesses, offering short-term capital for operations and aiding businesses in financial distress.
Explore the impact of inflation, interest rates, and central bank actions on the stock market over 25 years, and learn how these factors can influence your investments.
Explore the robust recovery of the cruise industry, driven by strong customer demand, record revenues, and strategic growth plans, set to continue into FY24.
Explore the challenges facing the US banking sector, including high inflation, regulatory measures, and geopolitical tensions, and understand how these factors impact profitability and asset quality.
Read the newest blog entry to uncover the latest news and trends shaping the Private Markets landscape. Gain valuable insights and stay strategically ahead with news that impacts the market.
Explore the critical role of deal marketing in the investment banking deal life cycle, and discover how Evalueserve’s expertise can navigate its complexities for successful M&A transactions.
Explore the impact of anticipated rate cuts by Fed on the US economy, including record highs in equities, surge in bond issuances, and changes in consumer loan interests.
Transform your lending journey with automation. Speed up credit decisions, ensure accuracy, and stay compliant effortlessly.
In a recent interview with AIM Research, Swapnil Srivastava, the global head of Evalueserve’s analytics practice, discussed the intricacies of Business Intelligence (BI) modernization in the AI era.
Explore the significant changes in the Regulatory Technical Standards of the Sustainable Finance Disclosure Regulation and how Evalueserve can assist asset managers in meeting SFDR compliance.
Explore our recent blog entry for in-depth insights into the current state of Private Markets. Dive into noteworthy developments and stay abreast of the latest news shaping this dynamic market.
In this testimonial, Lars Mitchell, Head of Research Publications at Peel Hunt discusses partnering with Evalueserve to come up with a unique solution for equity research distribution through our Insightsfirst platform.
Explore the global economic outlook of 2023, marked by resilience, restrictive policies, and a decline in APAC’s M&A activity, amidst the slow, challenging path to pre-COVID levels.
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MICI for Asset & Wealth Management
CI for Management Consulting Firms
ESG Intelligence for Asset Managers Fund Marketing & Digital Marketing Intellectual Property Management MICI for Real Estate
ESG Controversy Monitoring for Asset Managers
Patent Analysis
RPA For Risk Model Management
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