General
Private Equity Monthly Newsletter – Sept 2026
Co-investments, retailization and tokenization are reshaping private markets as investors seek access, liquidity and efficiency.
Co-investments, retailization and tokenization are reshaping private markets as investors seek access, liquidity and efficiency.
Explore how auto portability reduces retirement savings leakage, simplifies 401(k) transfers, and helps workers preserve savings when changing jobs.
Explore how specialized lending is reshaping modern banking, from private credit and asset-based lending to evolving credit risk assessment.
Learn how Evalueserve helped a FinTech firm built a launch-ready digital asset index with robust methodology, vetted data sources, automated workflows, and scalable technology infrastructure.
Explore key asset and wealth management trends, including Roth 401(k)s, active fixed-income ETFs, and tech-enabled portfolio construction.
Explore why fee income is becoming increasingly important as banks diversify revenue, strengthen client relationships, and pursue more resilient growth.
Learn how Evalueserve’s private equity real estate solutions improve portfolio decisions and enhance consistency in a rapidly changing market.
Understand the impact of agentic AI in work as it shifts from passive tools to active participants in organizational decisions.
Hyperscaler AI capex is surging. See what rising investment means for free cash flow, ROIC, monetization and shareholder returns.
Evalueserve combines AI-powered analytics and domain expertise to help infrastructure investment firms source opportunities, conduct due diligence, manage portfolios, and drive data-backed decisions across the investment lifecycle.
Efficient support for private markets secondaries, from transaction workflows to data and operational execution.
Explore how Evalueserve helped a global payments leader modernize its analytics environment with Databricks and Microsoft Fabric. Learn how a governed data foundation simplified business intelligence, accelerated data exploration, and enabled self-service analytics.
Discover the key investment banking trends shaping 2026, including M&A activity, capital markets growth, bank revenues, AI, private capital, and deal outlook.
Boost efficiency in private markets with tailored tech, AI-powered tools, and expert-driven accelerators for smarter decisions and faster ROI.
Credit cards are evolving beyond payments. Learn how fintech innovation, AI-driven personalization, embedded finance, and ecosystem strategies are creating the next generation of intelligent financial platforms.
Explore how risk regulatory solution can enhance your workflows in model risk, regulatory compliance, and financial crime prevention.
Discover how our Banking and Credit Operations solution enhances credit approval and portfolio monitoring with expert insights.
Optimize your investment decisions with our Investment Intelligence solution. Leverage data and AI for better financial analytics.
Co-investments, retailization and tokenization are reshaping private markets as investors seek access, liquidity and efficiency.
The OTT market is entering a new era driven by AI, live sports, bundling strategies, and ad-supported streaming models. Gain insights into leading players, emerging trends, market dynamics, and the future of global and Indian streaming ecosystems
Explore how Evalueserve helped a global bank future-proof credit origination with an AI-driven financial spreading pipeline. Learn how domain expertise, continuous monitoring, and model-agnostic design maintained quality and business continuity.
Explore the latest asset and wealth management trends, including fee compression, retirement access expansion, and AI-driven client engagement
Explore what the U.S. crossing $40 trillion in federal debt really means for markets, credit, and private capital. This analysis examines the growing fiscal burden, rising interest costs, and why financial markets remain remarkably calm despite increasing long-term risks.
Explore the implications of the Anthropic IPO on private market valuations and investor liquidity in the tech sector.
Learn how a leading North American bank identified and prioritized 30 high-impact business processes for automation, creating a scalable roadmap for business banking transformation and agentic AI adoption
A leading North American bank modernized its lending data validation process with AI and intelligent automation, improving operational efficiency while maintaining strong governance controls.
Evalueserve partnered with Markets Group at the PE NY Forum 2026 to discuss real-world AI use cases transforming private markets operations.
Explore how AI and tokenization are transforming Asset & Wealth Management, from personalized retirement experiences and AI-augmented advisor workflows to the growing adoption of tokenized investment products. Discover the key trends shaping the industry’s next phase of innovation and growth.
July 2026 private markets review covering AI infrastructure, direct lending, SWFs, and global M&A trends.
Uncover the major takeaways from FundForum 2026, from ETF expansion and digital assets to AI adoption and the integrated operating models shaping the future of asset management.
Discover how model portfolios are transforming asset management through personalization, platform-driven distribution, AI, tax efficiency, and scalable growth.
Women are poised to become the primary stewards of wealth as trillions of dollars transfer through inheritance, longevity-driven spousal transfers, and rising wealth creation. Explore how the Great Wealth Transfer is reshaping financial power and why wealth managers must adapt to meet the evolving needs of women investors.
Discover how a leading bulge-bracket investment bank partnered with Evalueserve to embed AI into deal origination workflows, increasing team productivity by 26% and reducing turnaround times by 20% without adding headcount
See how Evalueserve and Google Cloud helped a leading telecommunications provider modernize financial analytics, improving operational efficiency by 40%.
Discover how a leading global investment bank achieved measurable productivity improvements by deploying agentic AI across deal origination and execution workflows. Through targeted AI agents, human-in-the-loop governance, and robust performance tracking, the bank is on track to realize 25–30% efficiency gains while maintaining accuracy, compliance, and scalability.
Discover why private equity secondaries are reshaping private markets, offering investors enhanced liquidity, portfolio flexibility, faster cash flows, and access to mature assets through a rapidly expanding market.
Learn how Nordic banks are navigating pressure on margins while maintaining strong capital positions, asset quality, and cost efficiency, with insights into the sector’s outlook for the rest of 2026.
A leading bank teamed up with Evalueserve to transform CRE reviews – accelerating turnaround, boosting visibility, and enabling scalable, high-volume delivery with stronger audit alignment and cost efficiency.
Key 2026 trends shaping private capital, from retirement plans and secondaries to private credit and real estate.
Evalueserve helped a top North American bank scale CRE underwriting through a combination of real estate expertise and AI, enabling faster decisions, stronger risk oversight, and sustainable growth.
Explore how DC investing, AI talent, and family office evolution are transforming asset and wealth management.
Discover how AI is transforming insurance underwriting by streamlining processes and reducing turnaround times for better risk assessment.
Discover the top five financial services trends from UNCHAIN 2026, exploring AI, embedded insurance, hyper-personalisation, fintech innovation, and CEE’s rise as a digital finance leader.
Investment banking’s AI progress isn’t limited by tools or models—it’s constrained by how workflows are structured, governed, and scaled to deliver consistent, measurable impact.
Explore FIFA 2026 through a private equity lens, from sports investing trends to value creation opportunities across the global football ecosystem.
Explore banking M&A advisory strategies across the deal lifecycle, from due diligence and credit underwriting to portfolio monitoring and integration.
Explore 2026 U.S. CRE and CMBS trends—strong issuance, lower rates, and sector divergence—amid elevated delinquencies and major refinancing risks.
The 17th edition examines wealth transfer risks, retirement income innovation, and stablecoins in asset management.
Evalueserve earns Category Leader recognition in all five quadrants of Chartis Research’s 2026 Credit Lending Operations report, highlighting its AI-driven lending solutions and continued market leadership.
Private markets are shifting as PE, insurers, and family offices pursue value creation, liquidity tools, and AI-enabled growth.
Uncover the new reality of private markets execution, where AI accelerates deal workflows and human expertise ensures judgement, governance, and accountability.
Learn what is driving alternatives in HNW portfolios and how liquidity constraints are changing manager selection, underwriting, and portfolio design.
Discover how large U.S. banks evolved from 4Q25 to 1Q26, with insights on macro trends, margins, capital strength, asset quality, and tech-led transformation.
Explore three asset and wealth management shifts redefining retention, advice value, and ETF-led growth opportunities.
Family-owned businesses are increasingly turning to private equity as a strategic partner to support growth, succession planning, and long-term value creation. This blog explores why these partnerships are gaining momentum, the benefits for both sides, and how family enterprises can modernize and scale while preserving their legacy and core values.
Gen AI in insurance underwriting explained: improve speed, accuracy, and trust with human‑in‑the‑loop design and reduced AI hallucinations.
401(k) stress, crypto ETFs mature, and GenAI scales—key trends transforming asset and wealth management in 2026
PE targets smaller deals, VC doubles down on AI, real estate resets, and exits slow amid shifting market dynamics.
Explore how hyperscalers like Amazon and Microsoft are transforming capital investment and free cash flows through AI advancements.
Outsourcing, advisor tech evolution, and PEP adoption drive change in asset & wealth management this February 2026.
Retirement stress, tax-aware alpha, and M&A reshape asset & wealth management in 2026’s evolving landscape.
Explore how private credit evolved from niche alternative to core market infrastructure and why operating models must adapt beyond technology alone.
SpaceX targets a $1.75T IPO in June 2026, fueled by Starlink, reusable rockets, and strong retail investor participation.
RFPs are evolving into strategic growth tools, with trillions in global opportunities. Discover how firms can win in today’s competitive private equity landscape.
Digital assets are gaining traction across asset and wealth management, driven by regulatory clarity, rising investor demand, and innovation in blockchain. From ETFs and stablecoins to tokenization and fractional ownership, firms are exploring new ways to enhance transparency, efficiency, and accessibility.
Private equity is regaining momentum heading into 2026, driven by larger deals, improved financing, and growing investor interest. Alongside this recovery, private credit and co-investments are emerging as key forces shaping the future of private markets, despite ongoing liquidity pressures.
Reference Data Management (RDM) ensures the accuracy, consistency, and governance of static data used in financial transactions. By maintaining critical data such as security identifiers, maturity dates, and legal entity identifiers, RDM helps financial institutions reduce operational errors, strengthen regulatory compliance, and improve overall efficiency in trading and data management processes.
Discover how generative AI is revolutionizing wealth management with hyper-personalized services, enhancing client engagement, and refining investment strategies.
Fund accounting is a specialized accounting approach used by non-profits and government entities to track and manage funds based on specific purposes and restrictions.
Valuation determines the present value of a company, investment, or asset. It is a key investment banking skill used in mergers, acquisitions, capital financing, and strategic planning.
A Transfer Agent plays a vital role in investment banking by maintaining accurate investor records, tracking account balances, and managing the issuance and cancellation of certificates. They ensure timely dividend and interest payments while supporting compliance and operational efficiency.
Discover the key takeaways from TINTech London Market 2026, where Evalueserve sponsored a panel on how AI is reshaping the insurance industry.
Reconciliation goes beyond matching numbers—it builds confidence in your data. Evalueserve delivers comprehensive reconciliation services across trade and performance functions, ensuring accuracy, transparency, and regulatory compliance
Private equity is returning to fundamentals as leverage-driven returns fade. From private credit and AI infrastructure to evolving fund structures and SWF activity, 2026 will reshape private markets with disciplined execution, operational value creation, and innovative liquidity models.
Global bank boosts efficiency and accuracy with AI-driven, automated covenant monitoring through Evalueserve’s Spreadsmart platform
After two years of slower deal activity, private equity is poised for a rebound in 2026. But the rules are changing—value creation, selectivity, and operational excellence are now at the core of successful PE strategies.
Discover how Evalueserve partnered with The Insurance Network at TINTech London Market 2026 to showcase real-world AI use cases transforming insurance.
Unveil the 2026 outlook for Private Markets, highlighting disciplined capital allocation, operational value creation, and the shift from abundant liquidity to strategic investments.
As private markets move into 2026, recovery is underway—but selectivity is the new rule. From private equity and private credit to venture capital and AI-driven transformation, firms that execute with discipline, data, and operational rigor will define the next growth cycle.
Explore the U.S. ETF industry’s historic achievements in 2025, including record inflows, trading volume, and new product launches, signaling a shift in modern portfolio strategies.
Discover how UAE wealth growth is reshaping markets and attracting global investors with unique tax policies.
Trade confirmation is the backbone of accurate and compliant transactions. Evalueserve ensures every trade is verified with precision, helping firms reduce risk, avoid disputes, and trade with confidence.
The global OTT industry is entering a new era of consolidation and reinvention. Giants like Netflix, Amazon, and Disney are reshaping
Corporate actions are significant company-initiated events—such as mergers, acquisitions, stock splits, and dividends—that impact shareholders, stock prices, and regulatory obligations. Staying informed and compliant is essential for accurate investment decisions.
Discover how a leading North American bank streamlined portfolio monitoring and annual reviews with scalable, tech-aligned support—accelerating turnaround times and freeing portfolio managers to focus on client relationships
Discover Dr. Anna Slodka Turner’s practical approach to generative AI—cutting through hype with problem‑led design, strong governance, and real business impact. Her insights show how organizations can turn AI from a trend into a truly transformative capability.
A leading Canadian bank streamlined its U.S. expansion by partnering with Evalueserve for financial spreading and data integration support, improving data quality, reducing migration costs, and enabling teams to focus on higher‑value credit and risk decisions.
Investment operations support ensures accurate trade processing, position tracking, and cash management, forming the operational backbone of effective fund management.
From late-night print deadlines to digital-first delivery, desktop publishing has transformed how investment research is produced, reviewed, and shared.
Private equity is entering a new phase where operational alpha, AI-enabled insights, and data-driven strategies are redefining value creation amid macro uncertainty and longer hold periods.
See how automation and optimized workflows delivered 30–40% cost reduction for a leading investment manager with over $50B in AUM.
Discover how a major exchange modernized index operations through advanced technology and process improvements, enhancing scalability and performance.
Collateralized Loan Obligations (CLOs) bundle loans into structured tranches tailored to different risk profiles. With SPE protection, active management, and a clear life cycle—from warehousing to amortization—CLOs play a pivotal role in structured finance and market liquidity.
Explore the future of ESG investing by discovering emerging markets and their vital role in sustainable portfolio innovation.
Private equity involves acquiring and strengthening privately held companies to create long-term value. PE firms invest capital, improve operations, and drive strategic growth to enhance business performance before exiting through a sale or IPO.
RFPs have shifted from routine tasks to strategic tools that influence client relationships and growth. As complexity rises and teams face tighter deadlines, it’s time to explore a smarter, more efficient way to manage them.
Agentic and gen AI are redefining private equity operations, helping firms overcome structural market challenges and execute with speed and precision. By embedding AI into workflows with strong governance and human oversight, leading firms are achieving efficiency gains of up to 30%, freeing analysts to focus on strategic judgment and improving decision quality.
Learn how private credit is transforming asset management and driving stronger returns, resilience, and diversification across an evolving global investment landscape.
Private capital transformation 2025 is driven by evergreen funds, thematic strategies, and Europe’s deal revival, opening new avenues for investors.
Q3’25 saw bold financial services consolidation, strong equity issuance, rising private credit, and transformative global capital market activity.
Global DCM activity surged in 9M’25, hitting record highs with strong investment-grade, high-yield, and green bond issuance growth.
Healthcare investment surged in Q3 2025, with renewed deal activity, rising AI adoption, and strong interest in digital health and biotech.
Get up to speed on how European investment research is evolving — from CSAs and AI-powered research to the new premium on corporate access — with insights from Unbundling Uncovered London.
Evalueserve is proud to be named “Research Solution of the Year” at the Private Equity Wire US Awards 2025, recognizing our leadership in technology-enabled research and analytics. This award underscores our dedication to empowering private equity firms with deeper insights, greater efficiency, and a competitive edge in a dynamic market.
Collateralized Loan Obligations (CLOs) offer significant advantages to investors, such as diversification, risk-return optimization, and enhanced yield. Evalueserve provides a comprehensive
Evalueserve partnered with a leading North American bank to scale FIG counterparty credit reviews, accelerating turnaround and strengthening consistency aligned with internal governance. By combining specialized domain expertise with an optimized global delivery model, the bank achieved ~50% lower per-review costs without compromising quality.
Risk.net highlights how Evalueserve is transforming cyber underwriting through generative AI and probabilistic modeling, enabling insurers to assess risk faster and more accurately. By automating data extraction and analysis, Evalueserve’s platform empowers underwriters to make smarter decisions in minutes instead of days.
rivate markets in 2025 show growth in private credit, equity, and infrastructure, driven by diversification, innovation, and sustainable investment strategies.
Discover how Evalueserve is using AI to transform financial services—from private equity screening to credit decisioning, risk assessments, and index strategies. These powerful use cases are helping clients accelerate workflows, improve accuracy, and unlock higher-value opportunities.
Traditional credit monitoring often reacts too late — missing crucial borrower risk shifts. Discover how Evalueserve uses generative AI to create real-time, auditable risk signals, automate data curation, and empower credit teams with proactive, intelligence-led decision-making.
Evalueserve helped a global financial institution restore mortgage model accuracy with unified data, evidence-based recalibration, and stronger governance—improving run reliability, boosting analytics trust, and shortening approvals for faster decisions with control and precision.
Explore how Agentic AI’s transition to production in private equity enhances research efficiency, targeting precision, and auditability through agentic AI and expert oversight.
From traditional trade calculations to a dynamic KPO model, middle office operations outsourcing now drives transparency and efficiency. Evalueserve empowers financial institutions with expert-driven, technology-powered solutions across trade operations, accounting, reporting, and more.
This month’s highlights cover private credit growth, continuation funds, carve-out momentum, and AI’s impact—key signals shaping private equity opportunities and risks in 2025.
A U.S.-based boutique investment bank sought end-to-end M&A advisory support to divest a portfolio company. Targeted buyer identification, strong deal documentation, and financial analysis streamlined sourcing and sped up closure.
In H1’25, the global financial services market grew steadily, fueled by digital innovation, ESG, and M&A. Emerging markets gained momentum, while investor confidence in banking, insurance, and fintech drove sector outperformance.
Global IPOs in H1 2025 highlighted fragmented momentum with strong proceeds growth despite fewer deals. Asia-Pacific, led by Greater China, drove listings, while the Americas showed late recovery and EMEIA slowed. Investors are favoring quality IPOs, reshaping market dynamics and sector leadership.
The private equity landscape in 2025 reflects both turbulence and opportunity. While fundraising and exits remain challenging, firms are leveraging AI, ESG, and infrastructure to enhance resilience. Private credit and continuation funds emerge as critical levers to navigate uncertainty.
Explore how credit memo automation can transform workflows and improve efficiency in financial institutions by leveraging AI.
See how Evalueserve enabled a leading global investment bank to boost accuracy, transparency, and compliance in index verification—validating 6,000+ indices daily across multiple asset classes with speed and precision