Regulatory Compliance SEC Regulation S-P Amendments: Four Critical Changes Investment Advisers Must Implement December 16, 2025 The SEC’s updated Regulation S-P introduces new rules for incident response, service provider oversight, breach notifications, and recordkeeping. Read more
Credit Operations Unlocking Operational Efficiency Through Integrated Co-Sourcing Partnerships December 3, 2025 Petra Funds Group and Allvue Systems discuss how co-sourcing delivers operational scale and performance for private credit fund managers.
ESG ESG Velocity: An Increasingly Important Metric for Post-Acquisition Portfolio Performance October 9, 2025
Outsourced CFO & Fund Launch How Private Equity Firms Are Scaling Back-Office Operations August 5, 2025
Fund Administration Raising the Bar: How Petra’s Internal Audit Function Strengthens Quality and Accountability June 25, 2025 At Petra Funds Group, internal accountability isn’t just a checkbox, it’s a core part of how we deliver exceptional service to our clients.
ESG Podcast: The Evolution of ESG Practices for Institutional Investors June 17, 2025 In a recent episode of The Sustainability Story hosted by the CFA Institute, Petra’s Senior ESG Director, Tamara Close, spoke to Nicole Gehrig about the evolving role of ESG (Environmental, Social, and Governance) in institutional investing.
Regulatory Compliance SEC Registration Considerations for Emerging Private Fund Managers June 11, 2025 For emerging private fund managers, understanding the U.S. Securities and Exchange Commission (SEC) registration requirements and adviser status designations is critical.