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
Global healthcare M&A in H1’25 slowed amid volatility and valuation gaps, with focus shifting to mid-market deals, portfolio reshaping, and data-driven strategies.
In H1’25, global M&A values climbed 33% despite a decline in deal count, debt capital market activity hit a record USD6.4 trillion, and equity markets reached a four-year high, driven by strong US and APAC contributions.
Predictive analytics is revolutionizing private equity by enabling firms to uncover investment opportunities with greater precision. By leveraging AI and machine learning, PE firms can forecast potential returns, enhance valuations, and stay ahead in a competitive landscape.
Explore how a leading private equity firm partnered with Evalueserve to scale early-stage investment research using generative AI—achieving faster insights, broader coverage, and transformative impact across key investment teams.
Private equity and private credit markets are adapting to global volatility with a strong pivot toward secondaries, AI infrastructure, and continuation vehicles. As fundraising remains tight and exits delayed, firms focus on operational excellence, data readiness, and sector convergence to deliver returns and future-proof portfolios.
Join our webinar to discover how Gen AI is transforming credit risk management in the financial services sector.
Learn how modern consultant databases are revolutionizing data management with automated aggregation, AI-driven insights, and enhanced security, ensuring companies thrive in the digital transformation era.
Check out key takeaways from our discussion with risk leaders in NYC on navigating market volatility, AI disruption, and increasing system complexity.
Much like the #FreeBritney movement that drew widespread millennial support, a similar groundswell is building to end the federal conservatorship of Fannie Mae and Freddie Mac. With Wall Street voices like Bill Ackman leading the charge, this movement echoes the desire to return control to private hands, nearly two decades after the 2008 crisis.
AI-powered research and portfolio management for private credit. Enhance due diligence, risk assessment, and reporting with expert-driven solutions.
Boost efficiency in private markets with tailored tech, AI-powered tools, and expert-driven accelerators for smarter decisions and faster ROI.
Streamline investment operations with AI-powered support across trade, middle, and back office. Drive efficiency, reduce risk, and maximize portfolio value.
Discover how a top 5 U.S. bank boosted credit innovation and efficiency by partnering with Evalueserve to scale financial spreading support.
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.