ESG
In the News: “The Great Green Gains”
Tamara Close discusses how ESG-driven “green gains” are reshaping value creation in private markets.
The latest news
from Petra.
Fund Administration
Peter Haskopoulos: AI, Risk & Building Petra Funds Group
In this episode of Fund Fanatics, Peter offers a candid perspective on what it takes to stay ahead in fund administration today—touching on everything from moving beyond the “status quo” mindset, to why the Partner vs. Vendor distinction matters more than ever, to how Petra’s DNA shapes the experience we deliver every day.
Fund Administration
Why Your Fund Administrator Must Be Ready for ILPA’s 2026 Reporting Templates
ILPA’s 2026 reporting templates are more than a formatting update. They require a fundamental shift in how GPs capture, classify, and report data. This article explores the operational challenges and why having a reputable fund administrator is critical to a smooth transition.
Fund Administration
Petra Path: Seamless Client Onboarding Through Data Excellence
Petra Path is Petra Funds Group’s proprietary onboarding process designed to ensure seamless client transitions through structured data migration, cleansing, and validation.
Regulatory Compliance
Reg S-P Exam Readiness: What Advisers Need to Know
The SEC’s recent Compliance Outreach webinar made clear that amended Regulation S-P is now an exam priority, with advisers expected to demonstrate that information security and incident response policies are not only documented, but actively implemented, monitored, and aligned with the rule’s enhanced requirements.
ESG
The New Operating Model for ESG in Private Markets
Once considered a niche priority, ESG now plays a central role in private market strategies driven by investor demand, regulatory shifts, and long-term value considerations.
Regulatory Compliance
SEC Regulation S-P Amendments: Four Critical Changes Investment Advisers Must Implement
Credit
Operations
Unlocking Operational Efficiency Through Integrated Co-Sourcing Partnerships
Regulatory Compliance
SEC Announces 2026 Examination Priorities
ESG
The Intersection of ESG and Secondaries
ESG
Are You Ready for the New California Climate Disclosure Laws?
Regulatory Compliance
SEC Action Highlights Related-Party Transaction Risks
ESG
ESG Velocity: An Increasingly Important Metric for Post-Acquisition Portfolio Performance
