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How fund managers can succeed within the ever more competitive private credit market

We know that the private credit market is receiving a lot of attention right now. Potential benefits of a growing market include higher yields and diversification. However, the industry also comes with its fair share of challenges. Understanding and navigating these challenges is crucial for fund managers looking to make the most of the many opportunities within this sector. 

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Navigating security pain points in Microsoft 365 environments

Ewelina Obrzut, Global Head of MSP at Portfolio BI, emphasises the criticality of adept security management in Microsoft 365 by highlighting two predominant areas of concern frequently encountered.

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SEC change of rules creates better risk management strategy for broker accounts

Earlier this year, the SEC (U.S Securities and Exchange Commission) published a press release regarding its intention for better risk management in clearance and settlement for broker accounts.

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Keeping Data Safe and Organised with PBI’s Security Master

In today's digital landscape, the ubiquity of data is undeniable. The strategic organization of data is paramount for business success. For years, companies have aspired to be data-driven, and asset management firms are no exception. However, the path to data-driven success in asset management has encountered unique challenges.

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SEC's New Final Rule: The Importance of Data Governance and Cybersecurity in the Alternative Asset Industry

Data governance is the responsibility for managing an organization's data's availability, usability, integrity, and security within its enterprise systems.

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Portfolio BI and Alkymi partner to revolutionize decision-making in Alternative Asset Management with an advanced data integration

Portfolio BI, a leading provider of portfolio analytics and reporting solutions, is pleased to announce its strategic partnership with Alkymi.

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