Private markets are opening up to retail and non-institutional investors, and the rulebook is moving with them. CFOtech reported LemonEdge President David O'Malley on how measures like the US push for alternatives in 401(k)s, ELTIF 2.0 in Europe, and Long-Term Asset Funds in the UK are widening the investor base and, with it, the operational load on managers. The article sets out why firms moving from quarterly cycles toward near-real-time reporting cannot lean on legacy systems and spreadsheets to get there. As David O'Malley put it: “the defining force will be the democratisation of capital to open up access to non-institutional and retail investors.” Read the full article in CFOtech: https://cfotech.co.uk/story/private-markets-race-to-modernise-tech-amid-ai-rules
Read the full article on CFOtech to hear David’s full perspective on how private markets can modernise responsibly in an AI-driven world.
https://cfotech.news/story/private-markets-race-to-modernise-tech-amid-ai-rules
