The SEC’s updated Regulation S-P introduces new rules for incident response, service provider oversight, breach notifications, and recordkeeping.
Petra Funds Group and Allvue Systems discuss how co-sourcing delivers operational scale and performance for private credit fund managers.
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.
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.
For emerging private fund managers, understanding the U.S. Securities and Exchange Commission (SEC) registration requirements and adviser status designations is critical.