Fund Data Services
Our fund data services focus on the collection, management, analysis, and production of factsheets and newsletters and other performance related documents. These services are critical for informed decision-making by investors, fund managers, and other stakeholders.
Fund Data Solutions
We offer periodic factsheet creation services for variety of clients globally, providing them with customized factsheet templates and periodic updates of these factsheets. The typical update entails process raw data to derive performance metrics, benchmarks, and other relevant information including characteristic data. We also perform the process mapping to streamline dataflow and apply automation to make periodic factsheet creation process efficient and error-free.
We offer service for periodic update of investor newsletters covering fund manager commentary, market outlook and performance summary of the fund. We leverage our strong pedigree of investment research to provide qualitative research support for generating market outlook.
We also provide service for creating manager profiles for fund managers covering their track record of funds managed and delivered returns. This document provides comprehensive view on manager’s ability to deliver as per investor’s expectations.
We also provide service for creating manager profiles for fund managers covering their track record of funds managed and delivered returns. This document provides comprehensive view on manager’s ability to deliver as per investor’s expectations.
Why SGA
Who We Work With
Our Ins(AI)ghts
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Private Market Fundraising Slump: Temporary Dip or Structural Reset?
The global private market fundraising landscape in 2024 saw a significant decline, with a 19.1% YoY drop to $1.14 trillion, driven by liquidity bottlenecks, macroeconomic uncertainty, and outdated allocation strategies. Private equity (PE) and venture capital (VC) faced steep declines, with PE raising $487.7 billion and VC dropping 25.8% to $160.6 billion. In contrast, private credit showed resilience, raising $196.1 billion due to the retreat of traditional banks and higher interest rates. Additionally, secondaries fundraising surged by 29.1%, highlighting the growing inefficiencies in private markets.
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Impact of Artificial Intelligence (AI) on Data Analysis & Investment Strategies in Fund Management
AI is revolutionizing fund management by enhancing data analysis, portfolio optimization, and risk management. From BlackRock’s AI-driven textual analysis to Renaissance Technologies’ use of machine learning for quantitative trading, AI is transforming how investment strategies are executed. Thematic investing and real-time risk assessment are becoming more efficient with AI’s precision. However, ethical concerns around transparency and bias need attention. As AI continues to evolve, it will shape the future of fund management, offering new opportunities and challenges for investors.
