K2 HealthVentures, an alternative investment firm based in Boston, has selected IHS Markit's Private Debt Solution to support their growing portfolio of investments.

The Private Debt Solution enables managers such as K2 HealthVentures to optimize investment performance, increase efficiency and reduce operational risk and costs. In addition, it can help streamline administrative functions among lenders, borrowers and agents by providing outsourced operations for a variety of private debt investment types.

Anup Arora, Founding Managing Director & CIO at K2 HealthVentures, said, "With IHS Markit's Private Debt Solution, we have access to a high-quality loans platform and their deep subject matter expertise across investment operations. It was critical for us to choose a leader in private markets that is focused on applying technology to solve complexities in credit."

Elina Gokh, Managing Director & Global Head of Credit Solutions at IHS Markit, said,...

The first quarter of 2021 has seen a continuation of the strong inflows seen at the end of 2020 throughout the Global ETF industry. Fund flows topped $100 billion in each month, with new assets peaking at $130 billion in February, bringing the quarterly total up to $349 billion.

Equity ETFs drove the majority of investment once again with 83% of inflows (up from 76% in Q4 2020). Core Broad Market ETFs topped the tables in dollar amounts, with Vanguard S&P 500 ETF (VOO), Vanguard Total Stock Market ETF (VTI), and iShares Core S&P 500 ETF (IVV) making up the top three. In contrast, the SPDR S&P 500 ETF (SPY) featured within this quarter's largest outflows. Notable entrants in the top 10 were the Financial Select Sector SPDR Fund (XLF) at 54% quarterly growth and two emerging market focused funds, iShares Core MSCI Emerging Markets ETF (IEMG) and Vanguard FTSE Emerging Markets ETF (VWO).

Many of the ETFs within our top 10 fund outflows are associated with...

DKF brings together business executives, solution providers and opinion leaders from the financial services industry. Featuring a conference as well as an exhibition, the event allows both vendor-exhibitors and visitors to combine an informative and thought-provoking conference program with a review of products, technologies and solutions that are proven to answer the current needs of the financial industry. It also offers the opportunity to see products and solutions from a variety of specialized suppliers in one place.

Our 3-day Congress takes place from May 4th to 6th, 2021 online. You will be able to attend presentations and panel discussions, and visit exhibitor stands as usual, all from the comfort of your own home. Networking will continue to be a prime feature of DKF; you can easily get in touch with other participants, sponsors and speakers via chat or video. We will again offer you a high-quality event, albeit in a different form.

We will update this...

DATE 26/04/2021

ResearchPool, the innovative investment research solutions provider, announces today a strategic collaboration with IHS Markit, a world leader in critical information, analytics and solutions, to give access to ResearchPool’s advanced solutions for investment research, content discovery and management to IHS Markit’s customers – particularly institutional investors that need to manage sellside and independent research.

ResearchPool and IHS Markit share a vision to build a leading investment research community, including institutional investors, research providers and corporations. To advance this vision, IHS Markit is enabling institutional investors and research providers to connect to ResearchPool’s cloud-based platform that currently hosts 2+ million pieces of award-winning investment research from some 400 global providers and a community of over 20,000 registered users.

ResearchPool’s platform helps institutional investors to quickly...

Know Your Third Party (KY3P®) Transcript

Procurement is evolving. Are you?

The focus has shifted. Procurement is no longer just about commercial value.

As firms continue to outsource more core and non-core functions, supply chains are growing in size, complexity and organizational impact.

In a complex and volatile world, procurement is about delivering resilience, protecting the organization's reputation, competitive position, and market share.

The challenge

As the reliance on outsourcing grows and regulatory requirements intensify, the supply chain faces greater volatility than ever before.

The answer

It’s time to focus on the opportunities with KY3P®. The industry standard for supplier and third-party risk management

Uncover supply chain vulnerabilities and identify risk exposure, standardize onboarding and oversight processes, collect and maintain risk information efficiently to generate risk scores and drive...

Join us on Tuesday, 30th March for a webinar hosted by a team of leading securities services industry experts who will address the key challenges faced by the securities services industry today and in the future.

Over recent years, the securities services industry has experienced continued challenges including reduced margins, regulatory pressures, increased competition, as well as demands from clients for bespoke solutions.

During this webinar, our panelists will delve into how firms have embarked on their digital journey. We will address the challenges firms face and how digitalization can help to manage these challenges while offering the flexibility to adapt in an ever-changing environment. We will also look at the impact of the impending CSDR regulation and other market forces affecting post-trade securities processing.

IHS Markit Securities Finance produces industry-standard revenue updates from the longest-running global dataset, consisting of $30T+ of lendable assets and $2.9T in on-loan value.

The quarterly webinar covers global securities finance trends impacting lendable supply, borrow demand and revenue, with a focus on APAC markets.

Special guest Carson Block of Muddy Waters Capital LLC will also join to discuss short campaigns, ESG and public engagement from his perspective as one of the most well-known short sellers.

On September 22-23 the Private Debt Investor New York Forum will bring together senior professionals engaged in the continued expansion of private debt as an asset class for a live and interactive virtual conference. The Forum enters its seventh successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.

As we navigate the current global health crisis, we continue to offer the private debt community a Forum to engage, learn, and network. PDI will deliver the same first class dynamic content and peer networking opportunities virtually.

Join us in 2020 for a virtual experience exploring a broad spectrum of private credit strategies across the capital structure including senior secured loans, subordinated debt, distressed, special situations, niche strategies, real estate, infrastructure and more.

The big winner this year was Bloomberg, which won five categories, including the best overall data or service provider category for 2020, while the final category—the hall of fame (lifetime achievement) award—went to Mike Meriton.  

KFA Funds is a premier platform for developing and delivering differentiated, high-conviction investment strategies to global investors. Our newsletter is a collaboration between our internal research department and our distinguished partners. Together we strive to offer differentiated perspectives on high-conviction investment strategies and themes.

We took an inside look at the recent EONIA to €STR switch and its implications for the upcoming USD PAI discounting switch from Fed Funds to SOFR in October.

The recent EUR Price Alignment Interest (PAI) and discounting switch from EONIA to €STR for cleared derivatives is now in the books. From 27 July 2020, any EUR cleared swap or EUR swaption delivering a cleared swap follows the conventions set by the clearing houses (e.g.CME, Eurex, LCH) and €STR is now the standard rate for discounting those instruments. The new EUR PAI and discounting conventions delivered €STR discounting risk to all parties involved in cleared derivatives. It is expected that the upcoming USD PAI and discounting switch from Fed Funds (or EFFR, Effective Federal Funds Rate) to SOFR planned for 17 October 2020 will be far more complex due to the size of the USD cleared derivatives market, the number of firms involved and the fact that the Fed Funds and SOFR basis is dynamic which complicates...