Insights

 Curated Articles & Insights from our Team

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Data: Navigating the Private Credit Space

As part of our ongoing ‘It’s all about data’ series, I am exploring the many challenges that the Private Credit space faces. When it comes to the management of data itself, I find this one of the most...

How fund managers can succeed within the ever more competitive private credit market

We know that the private credit market is receiving a lot of attention right now. Potential benefits of a growing market include higher yields and diversification. However, the industry also comes...

The EU’s DORA (Digital Operational Resilience Act) Increases Demand for Operational Resiliency from Firms

James Greenway, Business Development Director at Portfolio BI explores DORA in further detail and outlines what the new legislation will mean for firms operating in the alternative investment space. ...

Portfolio BI continues its next phase of growth with appointment of William Ercolano as CTO

Portfolio BI, a leading provider of SaaS and management support solutions to the alternative assets community, this week announced the appointment of William Ercolano to the role of CTO...

Navigating security pain points in Microsoft 365 environments

Ewelina Obrzut, Global Head of MSP at Portfolio BI, emphasises the criticality of adept security management in Microsoft 365 by highlighting two predominant areas of concern frequently encountered...

Portfolio BI announce appointment of Jonathan White as CEO

New York – 20 March 2024 Portfolio BI, a world leader in investment management solutions to the alternative asset community, today announced that Jonathan White has been appointed as the new Chief...

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