Private equity fund accounting is quite complex to other investment vehicles. What separates fund accounting from general accounting is that, while small businesses, for example, make purchases with ...

Recent market volatility has increased investors’ appetite for strategies that lower risk. Enter defined-outcome exchange-traded funds, otherwise known as “buffer ETFs,” which claim to shield ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Advisors who are trying to give their clients some peace of mind after a long-running rally in US stocks may be introducing them to ...

Eton Solutions revolutionizes the Private Equity, Real Estate, and Fund of Funds sectors with its AtlasFive® platform enhanced with the AI-tool EtonGPT™, bringing unmatched efficiency and real-time ...

Maybern cofounders Ashwin Raghu and Ross Mechanic started the company in 2021 to automate the highly complex accounting calculations that plague investment firms. “It doesn't matter if you manage $50 ...

In practice, teams deploy AI gradually and keep humans in the loop until confidence thresholds justify the next level of automation. Visibility, logging, training, monitoring and reviews are the ...