Document and Data Management Lacking in Alternatives, Survey Finds
Templum Pulse - October 2024

Document and Data Management Lacking in Alternatives, Survey Finds

In a recent Alternative Investments Research survey of LPs and Asset Allocators, Dynamo Software finds that document and data management continues to be ranked as the lowest-performing in terms of LP satisfaction. Further, the survey notes that, “Sophisticated investment teams expect seamless integration, allowing them to focus on more strategic initiatives rather than technical connectivity issues. This evolution suggests that technology providers must ensure robust and effortless integration capabilities to meet basic client expectations.”

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Templum and InteliClear Forge Private Markets Pact

Templum, the pre-eminent private markets infrastructure provider, is pleased to announce a partnership with leading post-trade solutions supplier, InteliClear. The alliance brings sought-after private market alternative investment opportunities available in the Templum One ecosystem to InteliClear’s present and future fintech-based broker-dealer clients, marking the first time that InteliClear is making its Post Trade Solutions (PTS) available for managers of alternative assets.

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The Role of REITs in the Booming Data Center Market

The explosion of digital data is reshaping industries worldwide, and the backbone of this transformation is the humble yet essential data center. Data centers are critical infrastructure for storing, processing, and managing the vast amounts of data generated by our increasingly connected world. As more businesses and consumers rely on digital services – from e-commerce and cloud computing to artificial intelligence and 5G technology – the demand for data centers is skyrocketing. This is where Real Estate Investment Trusts (REITs) specializing in data centers come into play.

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Avoiding Wipeout: How to Ride the Wave of Private Markets

Bain & Co is predicting Private Markets AUM to reach $60 trillion by 2032, a 10% CAGR from 2022. Key to succeeding in the fast-growing private assets market will be developing “a slew of new capabilities to secure a firm foothold”, Bain & Co states. New digital platforms and other distribution channels will be required to heighten brand awareness, raise funds, and offer a broader array of assets,” the report further notes.

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Allocations to Private Markets Now Commonplace for Private Banks

Private markets have traditionally been the preserve of institutional investors. But in recent years private banks have been promoting them to high-net-worth individuals (HNWIs) and wealthy families as a diversification play.

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Will Your Firm Thrive or Struggle at Capturing the Retail Alternatives Market?

The democratization of the private markets is emerging as a game changer for both retail investors and asset managers. For years, private market products were largely available only to large institutions and ultra-high-net-worth (HNW) individuals. However, in recent years the alternative investor landscape has been undergoing an evolution.

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Can the next generation step up to the challenge of managing family fortunes?

RBC and Campden Wealth’s 2024 North American Family Office Report puts the expected acceleration of the great wealth transfer firmly at the top of the list of challenges with real concern about how a legacy built on hard work and astute decisions can be passed on effectively. Private markets are a key focus with 30% of the average portfolio share, largely private equity and private credit. With expectations remaining high, 39% of respondents plan to increase allocations to private credit, while 25% are looking at increased allocations to private equity funds and 33% to direct PE.

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Netcapital Announces Secondary Trading Available Through Templum ATS

During its first quarter fiscal 2025 financial results call, Netcapital, Inc, a digital private capital markets ecosystem, announced the start of secondary trading through Templum ATS. “In July 2024, we announced the launch of our beta version of a secondary trading platform through the Templum ATS to a closed group of users,” said said Martin Kay, CEO of Netcapital. “This secondary trading platform has been designed to provide investors who purchase stock through the Netcapital funding portal with the potential for secondary trading through access to the Templum ATS.”

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